Copy Record Function not Working
Is anyone else experiencing issues with copying Tier 2 records from one Tier 1 document folder to another Tier 1 document folder? For example, copying an Activity record from one client’s Individual Profile to another client’s Individual Profile?
I haven’t been able to utilize this function for 2 weeks or so. I submitted a support request to Apricot and they labeled it as a “Product Defect” with no workaround at this time, and that it may be addressed or resolved in a future product update - so no clear solution timeline at the moment.
Just curious if anyone else is experiencing this issue!
