📌 Pinning Messages in Conversations

Track important client messages and follow-ups with ease.

The Pin feature in Client Hub Conversations allows accountant users to mark specific messages as actionable items. It's a simple way to stay organized, prioritize requests, and follow up without letting anything fall through the cracks. The Pin feature is only accessible by firm users.

🔧 How to Use the Pin Feature

1. Hover Over the Message

   Move your mouse over the message you want to track. A set of action icons will appear.

   Click the Pin Icon

   • Click the pin icon once.

   • The pin will turn red, indicating it’s an active “to-do” item.

     Mark as Completed

   • When the task or issue is resolved, click the pin again.

   • The pin will change from red to green, marking it as completed.

     Filter for Pinned Messages

   • Click the Filter icon at the top of the Conversations panel.
   • Choose to view all pinned items, only active (red) pins, or completed (green) pins.

Pinned messages will also appear in the Pinned panel of the Internal workspace. P

💡 Pro Tip:

Use pins as your lightweight task list inside conversations. It’s great for quick follow-ups that don’t need a full task or job.