You can copy event notes from one event to another.
- Click the Events link from the Main Menu. The Events screen opens.
- Select the destination event for the copied notes.
- Right-click and select Edit. The Edit Event screen opens.
- Select the Notes tab.
- Click the arrow next to the Add button.
- Select Copy Notes From Event. The Advanced Search Events screen opens.
- Select the event with the event notes to copy.
- Click the Select button. The Advanced Search Notes screen opens.
- Select the note(s) to copy.
- Click the Select button. The copied notes display in the Notes tab.
Comments
3 comments
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.
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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
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