Copy Event Notes To Another Event

You can copy event notes from one event to another. 

  1. Click the Events link from the Main Menu. The Events screen opens.
  2. Select the destination event for the copied notes.
  3. Right-click and select Edit. The Edit Event screen opens.
  4. Select the Notes tab.
  5. Click the arrow next to the Add button.
  6. Select Copy Notes From Event. The Advanced Search Events screen opens.
  7. Select the event with the event notes to copy.
  8. Click the Select button. The Advanced Search Notes screen opens.
  9. Select the note(s) to copy.
  10. Click the Select button. The copied notes display in the Notes tab.

Related articles

Comments

3 comments

Date Votes
  • Pat Falkner

    Why is this not available in the v20.9 profiles area?

    This is our dilemma: Because Ungerboeck was unable to support profiles in v20 until v20.9 we have around 300 or so templates we need to now convert to profiles.  I was hoping to use this feature to get notes from the "template" events over to the profiles but no such luck.

    Ultimately what I feel Ungerboeck needs to provide is a tool that will convert the "template" events we were forced to make into v20 profiles. 

    0 upvotes

  • Pat Falkner

    0 upvotes

  • Mark Fingerhut

    Hi Pat - An enhancement would have to be made to allow the copying of notes from one profile to another, or from an event to a profile, or vice versa. My thought on the easiest solution for you at this point would be a SQL statement that would copy all notes from an event to a profile. If you'd like to get some assistance with that from our Technical Services specialists, just let me know.

    Mark F

    0 upvotes

Please sign in to leave a comment.