Tags are a powerful tool for organising your constituents, but sometimes you need one of them to be a bit more prominent, such as if the Constituent is a High-Value Donor, or a certain member of the team is assigned to them - any data point that you might want to see before you get into the detail of a constituent profile.
A Tag can be selected to be pinned to the top of Constituent profiles as a way of displaying key information. It also means that the tag will continue to be visible after you've switched to the timeline view.
To set a pin to a tag:
Navigate to Settings, click Configuration, select Tags & Tag Categories.
Find the Tag you want to pin or create a new one (Setting Up Tags).
In the settings of a Tag, you can set the Show this tag as a Pinned Tag to Yes.
Where a Constituent has that Tag on their Profile, it will then display within the summary details section at the top of their Profile.
The Tag will then display on all Constituents where the Tag features on their Profile.
To add a Tag to a Constituent Profile see - Adding a Constituent Tag.
Once the Tag has been added and the changes to the Profile saved, the Pinned Tag will display when the page is refreshed.
If Tag visibility has been turned off for some users, Pinned Tags will not override that setting, so they won't see the Pinned Tags if they can't see the Tag in the main body of the Constituent Profile.
If the Tag is removed from the Tag the Constituent's Profile, then the Pinned Tag will also be removed.