- Open the desired view in a tab by clicking the tab to the right of the active tab, and select the view.
- Click the push pin and it will turn vertical.
- The view you chose is now ‘pinned’. The next time you log in, the view that you pinned will now be there.
Searching within views – users now have the ability to do a quick search in a particular view. This was an often requested feature with CRM 4.0. It was not evident (in that version) that the quick search at the top of a view always searched across all active records. When searching in the CRM 2011 Outlook client, the search is always being performed against that view. In the search box now, you will notice that what you are searching is specified such as ‘Search My Active Accounts’. The text makes it clear that you are indeed searching that particular view.