Move a Case Note

Use the following steps to Move a Case Note from one Service Contract to another for the same Client.

1.      Open the Client Profile record (click CRM in the menu, click Clients, then search for the client profile you want).

2.      In the Client Funding table below the Client Details, click Open on the Service Contract you wish to change.

3.      The Service Contract screen displays.   Scroll down to the Case Note Table. Under Action, click to select the Case Notes you wish to Move and select Move Case Notes. Additionally, we have added a Selection checkbox in the Case Note table on the Service Contract, so you may Select All Case Notes to move.

4.      The Move Case Notes popup screen displays, click to Select the Service Contract you want to move the cases to and click OK.

5.      The Confirmation popup screen displays, check the details and click on Confirm.

This process moves the Case Notes as well as the related Delivered Service records.

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