Sticky Notes Migration

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Use this system script to convert existing Notes on a record type to Sticky notes, for example: remove all notes on CRM Organisations and automatically create a Sticky note for each Note. You can keep the original notes intact or to have them removed from the database.

An additional setting performs a check to see if the Sticky Note already exists and if so, not to create another Sticky Note from the Note.

Data Entry

The Data Entry frame relates to the Greentree items located within the Data Entry menu item. You must select one of these:

• All: Notes for all of the items listed below the Selected option will be migrated to Sticky Notes.
• Selected: You select the items for which you want to convert notes to Sticky Notes. Multiple items can be selected.

CRM

The CRM frame relates to the Greentree items located within the CRM menu item. You must select one of these:

• All: Notes for all of the items listed below the Selected option will be migrated to Sticky Notes.
• Selected: You select the items for which you want to convert notes to Sticky Notes. Multiple items can be selected.

SCM

The SCM frame relates to the Greentree items located within the SCM menu item. You must select one of these:

• All: Notes for all of the items listed below the Selected option will be migrated to Sticky Notes.
• Selected: You select the items for which you want to convert notes to Sticky Notes. Multiple items can be selected.

Delete Existing Non Sticky Notes

Select this option to remove the original Notes from the database once it is converted to a Sticky Note.

Don't copy if Sticky Note already exists

Select this option to perform a check to determine if a Sticky Note already exists for the Note. If it exists, then a duplicate Sticky Note will not be created.

Process

This button performs the Note to Sticky Notes conversion for the criteria you selected.

Cancel

Click this button to close the Sticky Notes Migration form without migrating Notes to Sticky Notes.

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