Copying the notes from one Client to another
Manage Clients> open the Client screen > Navigate to the Notes section > Click Copy Notes:
The Client Note Copy box will appear. Type the surname of the Client who you would like to copy the notes to in the search bar at the bottom of the window, then click their row to select their name. Once selected, click Copy:
A pop up will appear to ensure you are copying the notes to the correct client. Click Yes to continue:
Removing the copied notes to another Client
If you have accidentailly copied notes from one Client to another, you can remove the copied notes in bulk by opening the Client screen who had the notes copied to, navigating to the Notes section and clicking the Delete Copied Notes button:
A message will appear to confirm you would like to delete all copied Notes. Click Yes to continue:
The copied notes will be removed from the Client screen.