How to Create a Sticky Note in History

Enable the Sticky Note

Open the Config

1. Click Admin | Config – the Config window will open.

Enable the Permission

1. Click the Claim Form tab the Claim Form tab will open.
2. Click the History tab – the History tab will open.
3. Tick the Enable Lock to Top checkbox.
4. Click OK to save the change and close the window.

Use the Sticky Note

Open a Client

1. Open a Client and click the History tab – the History tab will open.

Note the new button – Lock To Top

Note the new button (Copy)

1. Click the History entry that is required to be locked.
2. Click Lock to Top – The item will move to the top.

Unlock an entry

1. The entry will now stay at the top until Unlock From Top is clicked.

Introduced in version 2016.2.1.2369