There may be times when a Value item 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 Value items can be moved while in list view.
NOTE: You must have Modify permissions to Case > Value Tab.
To move one or more Value entries from the Value Tab list view to another Case or Cases:
Use the checkboxes to select the desired Value item to be moved. The top checkbox can be used to select all Value items.
Click the three-dot menu above the grid and select the Move to Other Case(s) option.
The Case Selection window will display containing a list of any open Cases and any Companion Cases. Select the Case(s) to where you wish to move the Value 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 Value item(s) from the current Case to the selected Case(s).
NOTE: If an Invoice was created for this Value entry, it will remain in the original Case with no access to the originally linked Value entry. Once the invoice is approved, it can be voided if no longer needed.
Click the No button to abort the Move Value item(s) process and return to the Value Tab list view.
6. A success banner will display when the Yes button is clicked, and the move process is complete.
