There may be times when a Counsel was entered in the wrong Case. Neos allows an item or items from the Counsel Tab to be moved to another Case or Cases using the Move feature. One or multiple items can be moved while in the list view. Counsel entries can only be moved if they do not already exist in the destination Case(s).
NOTE: You must have Modify permissions to Case > Counsel Tab to move entries.
To move one or more Counsel items from the Counsel tab list view to another Case or Cases:
Use the check boxes to select the desired Counsel items to be moved.
Click the Bulk Actions menu 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) where you wish to move the Counsel item(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 Counsel item(s) from the current Case to the selected Case(s).
Click the No button to abort the Move Counsel process and return to the Counsel tab list view.
7. A success banner will display when the Yes button is clicked and the move process is complete.
