There may be times when a Counsel should be added to multiple Cases. Neos allows an item or items from the Counsel Tab to be copied to another Case or Cases using the Copy feature. One or multiple items can be copied while in the list view. Counsel entries can only be copied if they do not already exist in the destination Case(s).
NOTE: You must have Modify permissions to Case > Counsel Tab to copy entries.
To copy one or more Counsel items from the Counsel Tab list view to another Case or Cases:
Use the checkboxes to select the Counsel item(s) to be copied.
Click the Bulk Actions menu and select the Copy to Other Case(s) option.
The Case Selection window will display containing a list of Companion Cases.
Select the Case(s) for where you wish to copy the Counsel item(s). Alternatively, click the Search button at the bottom 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 copy the Counsel item(s) to the selected Case(s).
Click the No button to abort the Copy Counsel process and return to the Counsel tab list view.
7. If any User Defined fields do not exist in the destination case(s), the following warning will display.
8. A success banner will display when the Yes button is clicked and the Copy Counsel process is complete.
