In NextAgency, we make the process of copying or moving tasks and notes between case records simple.
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.
The 'Include Attachments' option lets you copy attachments to the new case record. Uncheck this option if you do not want to include the attachments.
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.