Benefits of pinning important items

1. Instant availability 
   You can pin records such as tickets, customers, and activities, as well as important screens like dashboards and ticket views to the Radar home. This will enable you to access these items as soon as you open the app.
2. Better Organization 
   All the items you've pinned will be presented neatly under My Pins. You have the option to view them as a grid or a list. This organization makes it easy and efficient to access information.
3. Increased Productivity
   Since important, frequently consulted information is at your hand's reach, you can be more productive and focus on critical tasks instead of spending a significant amount of time looking for information.
4. Enhanced Personalization
   My pins is an excellent way to enrich the Radar home with the information that matters to you.
5. Improved Accessibility 
   My pins can be extremely beneficial for people with motor disabilities as it enables users to keep the information they need in one place, precluding the need to switch between screens.

Items that can be pinned

1. Tickets
2. Ticket Views
   
3. Dashboards
   
4. Agents
5. Contacts
   
6. Activities 
   
7. Activity Views

Steps to pin various items to the home

Pinning tickets to the home

To pin tickets

1. Open the Radar App. 
2. Go to the Quick View () insight.
3. Select a ticket view from the grid. 
4. Then, select your preferred ticket.
   
5. In the ticket detail view screen, tap the More Options icon (...) located in the bottom band.
   
6. Tap on Pin
   

Pinning ticket views

To pin ticket views

1. Open the Radar App. 
2. Go to the Quick View () insight.
3. Select a ticket view from the grid. 
4. Tap the Pin icon () located at the top right of the screen.

Pinning pre-built and custom dashboards

Both pre-built and custom dashboards are available in the Dashboards insight. You can pin the most important ones to access them directly from the home.

To pin dashboards

1. Open the Radar App. 
2. Go to the Dashboards insight ().
3. Select a dashboard.
4. Tap the Pin icon () located at the top right of the screen.

You can find the dashboard listed under My Pins.

Pinning Specific Agents

The agent card displays the basic details of an agent along with summaries of their stats and key performance metrics. If you're closely monitoring a specific agent's performance, then pinning the agent card will be beneficial.

To pin agents

1. Open the Radar App. 
2. Go to the Agents () insight
3. Select an agent.
4. In the agent card, tap the Pin icon located in the top right (). 

Hereafter, you can access the card directly from My Pins.

Pinning Contacts

The contact card gives an overview of the tickets submitted by the contact along with personal information and other key support stats. To ensure extraordinary service is provided to your MVPs (Most Valuable Persons), you can tack their contact cards on the home.

To pin contacts

1. Open the Radar App.
2. Tap the Search icon () at the bottom of the screen.
3. Type the contact name.
4. Select the required contact from the contact suggestions.
5. In the contact card, tap the More Options icon (...) located in the top right.
6. Select Pin ().

The contact will be added to My Pins.

Pinning activities and activity views

You can pin the activity views you often use or individual activities that you want to start working on to the Radar home.

To pin activities

1. Open the Radar App. 
2. Go to the Quick View () insight.
3. Select an activity view from the grid. 
4. Then, select your preferred activity.
5. In the activity detail view screen, tap the More Options icon (...) located in the bottom band.
6. Tap on Pin ().
   

To pin activity views

1. Open the Radar App. 
2. Go to the Quick View () insight.
3. Select an activity view from the grid. 
4. Tap the Pin icon () located at the top right of the screen.

Steps to access my pins

1. Open the Radar App.
2. Tap on the Home icon () located in the bottom band.
3. You can find your Pins on this page.
4. You can view the pinned items in two styles: icon view () and list view() .
   
1. Icon view: Displays the pinned items as icons along with their names.
   
   
2. List view: Pinned items are displayed as a list. List view also displays the type of the item along with the item name.
   
   

Steps to remove an item from my pins

1. Open the Radar App
2. Tap on the home icon ()located in the bottom band.
3. Under My pins, press and hold down the item you want to remove.
4. Tap Un Pin.
   

Note :

My pins are department specific. This means the items you pin in one department will not be pinned in another.

Questions and answers

1. Do I need any permission to pin items?

There are no specific permissions required for pinning items. You can pin records, dashboards, and screens that you have access to.

2. How many items can be pinned?

You can pin upto 12 items.

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