There are four actions you can take in relation to an Activity record (eg. a client advocacy issue, inquiry, education session etc).  To be able to create those actions you will need to be in the Manage Clients, Manage Activities or Check My Data screens.

The four actions that can be taken by clicking on the Options menu on the toolbar ribbon are;

  1. Transfer selected Activity to other Client

  2. Transfer selected Activity to other Employee

  3. Change funding source of selected Activity

  4. Convert selected Activity to other Activity type.



You can also access these actions by clicking the hyperlink in the centre of the screen under the Service History tab.  They are worded slightly differently but are the same actions.