Keynotes | Voters | Loyalsnap

Keynotes

complete

Nicole Giancola-Meehan

Requesting the ability to add a section for "KEYNOTES" that always stay at the top of the NOTES section OR the ability to PIN a certain note so that it does not disappear below.

October 22, 2025

Loyalsnap Team

marked this post as

complete

You can pin a client note to keep it at the top of the notes section, always visible without scrolling. Just open any note on a client's profile and use the pin option.

Thanks for the request!

Michelle McCandless

Yup-we’re used to keynotes in CR that everyone reads and stays in its own area