- Locate the Note you want to move.
- Click the Note ID number.
- Select Move from the left-side menu.
- 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.
- Click Update.
- At this time, notes can only be moved among profile designation records (i.e. Donor, Student, Customer, etc.).