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Pinning CustomersUpdated 2 years ago

  1. Click on the specific order to be pinned
  2. Click on the thumbtack next to the order number located on the left of your screen

A successful pin will be automatically updated and you will be notified as follows "Order was added to your pin list."

  1. Click the “Orders” tab to see pinned customers

Any pinned customers will be highlighted blue with the thumbtack in the upper left corner of their row

**Please note: Pinned customers are shown specific to the user logged into Paymonix**

How to Un-Pin Customers

  1. Click on any pinned customer
  2. Click on the thumbtack to un-pin the order

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