At this time, Notes can only be moved among Profile Designation Records (i.e. Donor, Student, Customer, etc.).
- Locate the Note you want to move.
- Click on the Note ID number.
- Select Move from the left-side menu.
- In the Note window, click in the box to the right of Ref.
- Select a Profile Designation to move the Note to.
- Note: If a certain Profile Designation isn't listed, you will need to Add it to the Profile Record.
- Click Update.