There may be times when a Note was entered in the wrong case. Neos allows an item or items from any list tab within a Case Folder to be moved to another Case or Cases using the Move Feature. One or multiple Notes items can be moved while in list view.
NOTE: You must have Modify permissions to Case > Notes Tab to move notes.
To move one or more Case Note items from the Notes list view to another Case or Cases:
Use the check boxes to select the desired Note item to be moved. The top check box can be used to select all Notes.
Click the Bulk Actions dropdown and select the Move to Other Case(s) option.
The Case Selection window will display containing a list of any Companion Cases. Select the Case(s) to where you wish to move the Note(s). Alternatively, click the Search button at the bottom of the window to locate another Case in your Neos database.
Click the Save button to continue.
Confirm your selection on the following message box.
Click the Yes button to move the selected Note(s) and any documents from the current Case to the selected Case(s). Selected notes will be added to the Notes Tab and associated documents will be added to the Documents Tab.
Click the No button to abort the Move Note process and return to the Notes Tab list view.
6. A success banner will display when the YES button is clicked and the move process is complete.
