---
title: "Moving Journals, Follow-Ups and Trouble Tickets"
slug: "moving-journals-follow-ups-and-trouble-tickets"
updated: 2026-07-28T13:47:49Z
published: 2026-08-10T20:14:35Z
canonical: "help.idibilling.com/moving-journals-follow-ups-and-trouble-tickets"
---

> ## 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.

# Moving Journals, Follow-Ups and Trouble Tickets

Journals, Follow-Ups and Trouble Tickets associated with a customer account can be moved within that account. For example, a Follow-Up originally created on a customer's Trouble Ticket can be moved to be associated to a particular Order or a different Trouble Ticket within that same customer account.

To move a journal, follow-up or trouble ticket from within a customer account:

1. Locate the journal, follow-up or trouble ticket you wish to move.
2. Right-click the item and select **Move**. This opens the Move Journal/Follow-Up/Trouble Ticket window.

| ID | System-defined identifier of the Journal/Follow-Up/Trouble Ticket item. (read-only) |
| --- | --- |
| Description | Description entered for this Journal/Follow-Up/Trouble Ticket item. (read-only) |
| Move From | Current association of the item as shown in the ***Reference To*** column of the list. Examples: Order #1234, Customer #56789. (read-only) |
| Move To ***Type*** | List of items within the customer account that the Journal/Follow-Up/Trouble Ticket can be moved to. (required) This list is based on item's Journal Class and what it is currently with: Account, Order, Follow-Up, or Trouble Ticket. See the ***Table of Journal Item Allowable Moves*** for more information. |
| Move to ***ID*** | ID of the Account, Order, Follow-Up or Trouble Ticket the item is moving to. (required) |

1. Enter the appropriate information and click **Save**.

#### Table of Journal Item Allowable Moves

The following table lists the Journal Class of the item being moved, its current association, and the locations it can be moved to within the customer account.

| **Journal Class** | **Currently Assigned To** | **Allow Move To** |
| --- | --- | --- |
| Follow-Up | Account (Customer) | Trouble Ticket |
| Follow-Up | Account (Customer) | Order |
| Follow-Up | Trouble Ticket | Account (Customer) |
| Follow-Up | Trouble Ticket | Order |
| Follow-Up | Trouble Ticket | Trouble Ticket |
| Follow-Up | Order | Account (Customer) |
| Follow-Up | Order | Trouble Ticket |
| Follow-Up | Order | Order |
| Journal | Account (Customer) | Follow-Up |
| Journal | Account (Customer) | Trouble Ticket |
| Journal | Account (Customer) | Order |
| Journal | Follow-Up | Account (Customer) |
| Journal | Follow-Up | Trouble Ticket |
| Journal | Follow-Up | Follow-Up |
| Journal | Follow-Up | Order |
| Journal | Trouble Ticket | Account (Customer) |
| Journal | Trouble Ticket | Follow-Up |
| Journal | Trouble Ticket | Order |
| Journal | Trouble Ticket | Trouble Ticket |
| Journal | Order | Account |
| Journal | Order | Trouble Ticket |
| Journal | Order | Follow-Up |
| Journal | Order | Order |
| Trouble Ticket | Account (Customer) | Order |
| Trouble Ticket | Order | Account (Customer) |
| Trouble Ticket | Order | Order |

#### Move is Available From:

- [Customer account Summary Tab](/v1/docs/retained-journals-follow-ups-and-trouble-tickets)
- [Customer account Journals Tab](/v1/docs/journals-tab) (also, Follow-ups and Troubles tabs if the IDI platform is set up to display them)
- [Journals associated with an Order](/v1/docs/viewing-journal-entries-follow-ups-and-trouble-tickets-1)
- [Open Follow-Ups](/v1/docs/open-follow-ups)
- [Open Trouble Tickets](/v1/docs/open-trouble-tickets)
- [Journal Search Results](/v1/docs/journal-search)
- [Follow-Up Search Results](/v1/docs/follow-up-search)
- [Trouble Ticket Search Results](/v1/docs/trouble-ticket-search-results)
- [Journals associated with a Follow-Up](/v1/docs/adding-or-editing-a-journal-entry-on-a-follow-up)
- [Journals associated with a Trouble Ticket](/v1/docs/trouble-ticket-journal-entries)
- [Follow-Ups associated with a Trouble Ticket](/v1/docs/trouble-ticket-follow-ups)

See also:

[Permissions for Journals, Follow-Ups and Trouble Tickets](/v1/docs/permissions-for-journals-follow-ups-and-trouble-tickets)