Jump to Section:
Introduction
Pinning allows users to customize their PDI experience by changing the default options of various pages and elements to the users specified preference. This allows you to quickly utilize your most commonly used pages without needing to alter many of the settings each time you access the page.
Pinning settings are currently user and organization account specific, so your settings will not alter the settings of other users in your organization account, or even other organization accounts that are associated with your user account.
Pins are always located directly to the right of the fields and tabs that they can alter. Not all fields and tabs can be pinned; however, pinning in future locations in the program would be possible. If you have any request for future pinning locations please feel free to contact support.
Pinning
Pins are always located to the right of the item that they belong to. You can set pins to change the default options of drop-down menus and selected tabs.
Setting a Pin
- Select the option you want to see by default.
- Click the Pin icon. When an option is pinned, the Pin icon will be upright and blue.