Pinning Drawers |
One of the advantages of an Advanced Cabinet is that it can show drawers from a lot of different locations. This makes it possible to pick and choose certain drawers from your other cabinets and show them together in an advanced cabinet. In Enterprise Organizer Pro, this is referred to as "pinning drawers" to an advanced cabinet.What is "Pinning Drawers"?"Pinning" is simply a way to "stick" one of your existing drawers to an advanced cabinet. There are a number of reasons why you might want to do this:
The important thing to understand about pinning is that the drawer itself does not move. The drawer will continue to reside in its original cabinet, but it will also show up in any advanced cabinet it’s pinned to, almost like a shortcut. For an example of how pinning can be used and how to set it up, see Handling Appointments & Active Cases. How to Pin a Single DrawerTo pin a single drawer to an advanced cabinet:
That’s it. Now switch to your advanced cabinet. You’ll see the drawer. If you select the drawer and notice its path, you’ll see that the drawer itself hasn’t moved – it still resides in its original cabinet. But by pinning it to an advanced cabinet, you now have quick access to the drawer without having to hunt for it. How to Pin Multiple DrawersTo pin multiple drawers at once:
Note that you can only pin from one cabinet at a time. How to Move Pinned Drawers between CabinetsYou can move a pinned drawer to a different advanced cabinet. Think of it as "re-pinning" the drawer in a different cabinet:
Clear the CabinetYou can remove a single drawer by selecting it, then going to the Drawers button > Remove Drawer. To remove all drawers from an advanced cabinet, do the following:
NOTE: This will remove ALL of the drawers from the cabinet, not just the pinned ones! It will not, however, delete the files themselves. Pinned drawers will continue to reside in their original cabinets. Nothing will be deleted. Advanced Cabinets OnlyPlease note that you can only pin drawers to an advanced cabinet. See Advanced Cabinets for more information. |
Posted by: KB Admin02 - Mon, Oct 28, 2013 at 5:20 PM. This article has been viewed 2539 times. |
Online URL: https://kb.quikbox.com/article.php?id=188 |