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Notes - Allowing Notes to be Deleted or Transferred

Administrators can allow users to delete various notes (from cases, outreaches, etc.) by checking the permission "Delete Notes", which is available per role in Admin > User Roles (Permissions).

The permission displays a Delete link on many notes (notes created by the application, for example re-open case notes, generally cannot be deleted).

Clicking the link displays a confirmation form with a required Reason for Deleting text box.

For case notes, the form allows you to transfer it to another case (and provide an optional reason for transferring). Transferred notes are deleted from the original case. The "Transfer to" field only searches open cases. To transfer a note to a closed case, view the case you want to transfer the note to before clicking Delete/Transfer. That will put the case in the Recent Clients list in the side bar on the delete/transfer page, and you can click on it to fill in the "Transfer to" field.

There is also a "View Deleted Notes Log" permission that controls access to the Admin > Deleted Notes link. Sites may want to allow some roles to delete notes, but only allow administrators or similar roles to see the deleted notes.

Notes:
  • Deleted notes are currently returned in search results using the Search > Notes feature. This will be changed in the future.
  • Case notes created via a timeslip can be deleted and will no no longer appear in the Case Notes list on the case. However, the note still appears on the timeslip itself. This behavior may change in the future.