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Credits: Laura Madeira, Named to the Top 10 QuickBooks ProAdvisors, Author of QuickBooks Training Books and Videos, Advanced Certified QuickBooks ProAdvisor, www.quick-training.com , firstname.lastname@example.org
This newly redesigned feature allows you to ‘click the push-pin’ to select the one note you want to pin to the upper right corner of the Information screen for Customers, Jobs, Vendors or Employees.
New in QuickBooks 2015 (all versions) - Pin-a-Note Feature (See figure 2)
For 2015 QuickBooks has redesigned the notes feature that can be accessed from the Customer, Vendor or Employee Centers. You can now ‘pin’ (ouch that hurt) a single Note to the upper right corner of the Customer, Job, Vendor or Employee window so that it prominently displays the information you want seen every time that specific record is accessed.
If you keep a lot of ‘notes’, like date/time-stamped references of when you talk to a customer, you might lose track of a particular notation of extreme importance. This new feature allows you to stick the note where you can always find it . . . ”I like sticking things where I want them, now if I could only remember where I stick them”. The note is not as visible as a ‘post-it easel pad, but still the same I think I can live with them for now. You are however limited to a single note in the display. (Who knows maybe next year the push-pins can be different colors and you can display the red, green and yellow pinned notes in the upper right corner…. “is that a great idea or what”!)
You will find this revised note feature in every version of QuickBooks for 2015.