Copy/Transfer Appointments/Activities in Calendar

If the case manager would go on leave or would be unavailable for a period of time, and they want to make sure that someone would be able to attend those appointments or activities. Instead of setting up the appointment/activities of one case manager, there’s an option of copying  or transferring these entries to another case manager.

Navigate 'Calendar', then click on “Copy/Transfer Appointments/ Activities in Calendar” under Tools.

Fill out the Details for Copy/Transfer Appointment/Activities Page, and tick whether  you want to copy or transfer, then tick on the selected name to whom you want the appointments/activities to be copied or transfer.