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How to Copy/Transfer Appointments/Activities in Calendar

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.


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