Documentation Index

Fetch the complete documentation index at: https://help.idibilling.com/llms.txt

Use this file to discover all available pages before exploring further.

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Moving Journals

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To move a Journal:

  1. Click MOVE.

  2. Select the object type with which the Journal will be associated. If the Journal is associated to the customer's account you may choose to associate it to a Follow-up on that account. If the Journal is already associated to a Follow-up you may choose to associate it to a different Follow-up on the account, or directly to the account itself.

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    Select object type:

    UG template for Help

    Search to find the specific object:

    UG template for Help