Transfer a Note
- maperrin (Deactivated)
- Alex Yeager (Deactivated)
Summary / TL:DR: This article provides instructions for transferring a note to another folder if the note was originally in the wrong 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
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.
Wrap up
You should now be able to transfer a note to another folder in Advantage.
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