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.