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Users would transfer it if the note was in the wrong folder. Use these instructions when transferring a note to another folder.
How to Transfer a Note
- From the Customer Search Screen, navigate to the Advanced tab and click Note Activity to open the NAC screen
- Click Transfer
- The Select Folder dialog box will appear, select a Folder Path
Click OK
The Enter Transfer Reason dialog box will appear, select a Transfer Reason
Click OK
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Notes can only be transferred to folders that have been designated as a Transfer Folder. If the folder is not listed, this is because it is not setup as a Transfer Folder. |