This article will explain how to copy the notes and services from one client on a case to another client on the same case.
If a Case Has More Than One Client
If you have more than one client on a case and want to copy the notes or services from one client on the case to another client on the same case you can do so using the copy icon 
in the top right corner of the notes or services section.
1. Access the client screens of the client you want to copy the notes TO.
2. Click on the Notes and Services tab.
3. Click on the 
copy icon.
4. Choose the client you want to copy the notes (or services) FROM.
5. Choose to overwrite the notes (or services) on the clients screen. This means that any notes (or services) that are currently displayed on this screen will be REPLACED with the notes (or services) from the other client. OR you can turn off the Overwrite button and just add the copied notes (or services) to the client's other notes (or services) displayed.
6. Click on the blue Copy Notes (or Services) button.
Please be aware that if you copy notes or services from a client that does not have any notes or services to a client that does have notes or services (and use the Overwrite option), the notes or services will be replaced with blank. It will seem that the notes or services have 'disappeared'.