In our ongoing efforts to enhance case management, we've introduced a valuable feature that simplifies the process of copying or moving tasks and notes between case records. This upgrade aims to streamline agency workflows, making them more efficient and seamless.
Previously, users were limited to adding tasks and notes only to specific case records. Now, with our latest update, you have the flexibility to copy or move Tasks/Notes to other case records as well.
Here's how it works:
When you create a Task or Note, it automatically becomes associated with the case record in which it was created. If you wish to copy or move the Task or Note, simply navigate to Actions > Edit.
In the pop-up window, you'll find an option labeled 'Cases'. Click on this field and start typing the name of the case record to which you want the Task or Note to be copied or moved.
When you select the case record, you will see the following options-
Move: This action transfers the Task or Note to the selected case, removing it from the old one.
Copy: This action duplicates the Task or Note in the selected case while retaining the original one.
With these improvements, handling Tasks and Notes becomes easier. It helps keep things organized and makes the agency operations run more smoothly.
Please reach out to our support team if you need assistance.