I'm more excited than I should be about this, but I'm absolutely buzzing to announce that the pinned notes and other note improvements have gone live!

By popular request, we've just rolled out the ability to pin any note left on a client record which will force it to appear at the top of the notes list. Notes can be pinned and unpinned to your hearts content and there's no limit to the number of pinned notes you can display.

On top of that, we've updated our notes importer and exporter to allow you to bulk set things as pinned, too.

This update also introduces another pintastic feature that we're calling note paths. We've been asked to add the ability to leave notes against sub-sections of a client's account, such as the income or dependants pages. Well, now you can with our new path improvement!

When navigating a client record you'll spot a new light blue block in the top right showing the total number of notes left on that page. You can click that block to open out the list of notes, and it's really easy to add another.

Going a step further, and definitely not putting a pin in it, we've also introduced the ability to leave notes whilst completing the fact-find also! And, because we're really nice, those notes are also exported with the factfind snapshot PDF too.

So many things to note! Enjoy!