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It would be really helpful to have a way to "Pin" a note to the top of the notes section. This is really important when you have something important about someone and do not want the note to get buried farther and farther down the note stream. For instance: I have a candidate who is allergic to cats so I make a note and I make sure it stays in the TOP position in the notes so I never send her to a work environment that has cats. Or I have a candidate who can never work on Saturdays. I Pin the note to the top of the notes section that says "This candidate can't work on Saturday". These are notes that are VERY important to the job but are unique to the candidate for us to know about.

8 users like this idea.
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Hi we solved this by creating a special field for this. It is more practical than the notes, since the field can be listed as a column in Views, when ie searching for candidates. It can be also included in the initial information on the top of the page under the candidate´s name

  • 5 years ago

Hi Don,

Greetings from Zoho Recruit!

As suggested by Miroslava, yes you can create a custom field for notes and update the notes information. the field can be listed as a column in Views, when ie searching for candidates. It can be also included in the initial information on the top of the page under the candidate´s name.

The other workaround is adding tags to the candidate records for easy viewing. When you are going to have lot of data you dig up that particular candidate record with specific tags.

For more information on tags you can refer the help link : https://help.zoho.com/portal/kb/articles/adding-tags#Create_new_tags

Also the suggested feature to pin a note on top of note section will be considered as a feature request and will have this shared with the product management team to see if this request can be added to our road map.

We will notify once we receive an update from the team.

For any further assistance, please write to support@zohorecruit.com, shall be glad to assist you, Thanks.

Regards,
Nazia
Technical Support

I agree, there should be a way to Pin/Unpin a note. It is not as useful to have a separate field. We have website actions that automatically log into the Notes area which, although important, bury more relative notes.
Has this been addressed?

  • 2 years ago

Yes, our staff would also find much value in the ability to Pin 1 Note to the top of the Notes section.

Hello,
I have been getting this request from my employees as well. Anyway that this feature would be implemented?

Hello Hector & Thomas,

Thanks for your suggestion. There had been a revamp with our notes and we would share this feedback to product team. Would keep you posted once there are further updates. 

Yours,
Venkat Pitchai

  • 11 months ago

We also need the ability to pin a note. The limitation on the number of tags allowed, coupled with limited text you can put on a tag makes that option unworkable. And adding a custom field is also unwieldy. We need to see it right at the top of notes when you're reviewing a customer's file.

Hello Matthew,

Yes, this makes sense. Pinning notes is in our roadmap and we would work on this. We will keep you posted once there are further updates. Thank you. 

Yours, 
Venkat Pitchai

  • 6 months ago

After four years, this continues to be on Zoho's road map... is there a timeline for implementing this feature?

I'm sure the community would appreciate an update.

My team agrees that it would be helpful to be able to pin a note! 

We need note pinning too, any update please?

Hello Daniel & Megan,

As we have mentioned earlier, this is with the product management team and we are working on it. We shall keep you posted once we have further updates. Thank you.

Yours,
Venkat Pitchai

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