Move a Note

67e2215018c74331c7f242eb519bf1c8

Written by Nick Miles

Last published at: March 26th, 2019
  1. Locate the Note you want to move.
  2. Click the Note ID number.
  3. Select Move from the left-side menu.
  4. Click the box to the right of Ref, and select the Profile Designation where the Note should move.
    • Note: if a certain profile designation is not listed you will need to add it to the profile record.
  5. Click Update.

Note:

  • At this time, notes can only be moved among profile designation records (i.e. Donor, Student, Customer, etc.).