All Collections
General
Can I pin jobs/invoices/quotes/clients/suppliers/ expenses at the top of my list to keep track of them?
Can I pin jobs/invoices/quotes/clients/suppliers/ expenses at the top of my list to keep track of them?

Yes, you can mark items in yellow to keep track of them.

Caroline Bries avatar
Written by Caroline Bries
Updated over a week ago

➡️ If you're using LSP.expert V1, click here.

In your list of jobs, clients, suppliers, quotes, expenses and invoices, you can pin items to make sure they appear the top of your list. For this, simply click on the three dots at the end of the line and select 'Pin'.

After selecting this option and refreshing the page, the line will turn yellow and move up in your list.

To unpin an item, click again on the three dots and select 'Unpin' (and refresh the page).

Note that when you pin a client at the top of your list, this client will appear first in all dropdown menus in LSP.expert (e.g. when you select the client when creating a new job).


If you're using LSP.expert V1

In your list of jobs, clients, suppliers, quotes, expenses and invoices, you'll see that there is a star in front of each item.

You can click on this star (and then refresh the page) to pin the item at the top of your list. The star then turns yellow.

To unpin this item, click on the star again (and refresh).

Note that when you pin a client at the top of your list, this client will appear first in all dropdown menus in the application, with a * next to it (e.g. when you select the client when creating a new job).

Did this answer your question?