Case Activity - Unattaching a File?

[LMSSC]

Dear Michael,

In Case Activity, is there a way to Unattach a File if you realize you have attached the wrong one?

If not, is there a way to clone JUST all of the Edit-able information (Event, Date, Time, etc.) into a new Case Activity?

Thanks!

[Admin1]

Actually the VERY latest version which will be available later tonight will allow you to easily copy/clone a case activity from one case to another via drag and drop. Then just delete the case activity from the wrong case after dragging to the correct case.

Mike

[LMSSC]

Dear Mike,

Thanks for this update.

How exactly does this drag/drop of Case Activity from One Case to another actually work?

Need both Case Activity Screens open and then?

A Step-by-Step explanation would be wonderful.

Thanks again!

Sincerely, Michael Lerner - Lerner, Moore, Silva, Cunningham & Rubel

[Admin1]

1. Open the client card that contains the case activity and document you want to copy (ie: client card #1).
2. Open the case activity for that client card.
3. Open the second client card that you want to copy the case activity and attached document to (ie: client card #2)
4. Drag the case activity button (just to the left of the AZ/ZA sort button) onto the client card #2 case activity blue link that you would normally click on to pull the case activity.

Mike