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New Pinned Fields and Social Features - 07/29/2026

Keep Important Information and Social Profiles Easy to Access




Objective

Pin frequently used fields so key information stays visible at the top of your records. You can also add social media links, giving your team quick access to a partner’s online presence without leaving Trak.

Key Steps

  1. Pin important fields
    • Open the record you want to customize.
    • Select the fields your team references most often.
    • Pin them so they remain easy to find at the top of the record.
  2. Organize your record view
    • Prioritize the information that matters most to your workflow.
    • Update pinned fields as your team’s needs change.
    • Reduce time spent scrolling or searching for important details.
  3. Add social media links
    • Enter the relevant social profile links for a partner or organization.
    • Keep social information stored alongside the rest of the record.
    • Open the profiles directly when you need additional context or want to review partner activity.

Tips for Efficiency

    • Pin only the fields your team uses regularly to keep records organized.
    • Use a consistent set of pinned fields across similar records.
    • Keep social links current so everyone can quickly access the correct profiles.
    • Review pinned information periodically as your processes evolve.