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Summary / TL:DR: This article provides instructions for transferring a note to another folder if the note was originally in the wrong
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folder.
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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
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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. |
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Wrap upYou should now be able to transfer a note to another folder in Advantage. |
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Still need help? We know this can be frustrating. To get further help please open a Support ticket. |
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