To complete this procedure; you must have Insert permission for Client Service. To copy the associated notes or files you must also have Insert permission for notes or files.
Use this procedure to create a new client service case from an existing client service case. You have the option of copying all notes; files; appointments; and tasks associated with the entry.
- Click on the case to make it the current entry.
- Select Edit Duplicate Current Case.
The Duplicate Entry dialog box opens.
- Select the entries that you want to copy to the new entry; and click OK.
- Notes - duplicates all notes associated with the current entry.
- Files - duplicates all document.
- Appointments and tasks - duplicates incomplete appointments and tasks associated with the current entry.