Ideas & Enhancements

Ability to Copy Single Note to Single Case Without Creating Having to Create Groups

When navigating to a case's note tab and using the "Copy to Other Case(s)" function, this process becomes redundant. I understand that this is an intended bulk function to create a group and add multiple cases, but it's tedious and adds unnecessary steps when adding to a single case (which is something we do a lot in the program). When selecting the initial case we'd like to copy to, it should simply select it then and there or at least give us the option to do so (instead of creating a "Group: Companion - Search" dropdown and adding additional steps to copy a note).

  • Guest
  • Dec 10 2024
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  • Guest commented
    December 10, 2024 21:38

    When copying a single note to another case, the group action feature must be selected. This means that once you search for and select the case to which the note should be copied it populates as a search result in the Case Selection screen underneath a drop down menu. You must then drop down the menu and re-select the case you just selected in order to complete the copy action. The case to which a note is being copied should only need to be selected once. This is too many clicks to accomplish a relatively simple task.