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Moving or Copying Calendar Interactions
Moving or Copying Calendar Interactions

Feature to Allow Users to Copy or Move a Scheduled Call to the Current Date

Bill Ruby avatar
Written by Bill Ruby
Updated yesterday

ThoroughCare's calendar feature allows users to easily copy future calls to the current date and time. Continue through the following article to learn how a user can use the copy or move a call feature on the calendar.

Selecting the Call to Copy:

First, begin by navigating to the user calendar. Once on the calendar click to select the future call you wish to copy or move.

Note: Only a future call can be copied/moved. If you select a call that was scheduled in the past notice the copy and move options will not be available in the "Document Interaction" pop-up.

Once the "Document Interaction" pop-up appears, notice there are no options to move or copy the selected call. This is because users must first select an option in the "Outcome" field. The options for the call are listed in the image below. Select an option to proceed.

Note: A user will be unable to copy/move a scheduled call without selecting the call's "Outcome", so make sure to select this before moving forward.

Once the call has a selected "Outcome", the options to move/copy the selected call will appear under a blue banner that will notify the user they are attempting to edit a future call.

If the user would like to move the selected scheduled call to the current date/time, the select the "Move this event from the future date/time to now" option.

If the user would like to simply copy the scheduled call without losing the future scheduled call, select the the bubble labeled "Copy this event to the current date/time so that I can add updated but leave the future event on the schedule".

Once the target update option is selected, the call can now be saved. Click the "Save" button in the bottom right hand corner of the pop-up.

When the call has been copied/moved, notice the new call that appears.

Note: Based on which call is selected, all of the previously entered call information should be populated in the newly scheduled call.

To access other helpful ThoroughCare articles in the Knowledge Base or to get help from the ThoroughCare Support team members, click the β€˜i’ icon in the top right corner of the software next to the username and use the appropriate link!

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