Individual Dialogs - copying and pasting the comments from the previous month instead of “starting new” each month with a new comment

·         Right click the Individual Dialog report link from the Reports Module on the People tab (this will open the report in a NEW Internet Explorer browser tab.  Click on the browser tab, and at the top of the page showing the Dialog Report, select the date at the top of the dialog you want to copy from). 

·         The People tab should still be open in your Internet Explorer Browser – click to the people tab ON THE BROWSER (not the application – you will now have two tabs from the application open – the Individual Dialog Report and your People tab.)

·         Create a new Dialog on the People Tab open in your Internet Explorer Browser Tab – you will do this by clicking the add button, putting in the dialog name date and agenda info, click save, then the more detailed dialog edit window is open. Scroll down to the Basic Role edit module and you will click the pencil to the right of the Basic Role header for which one you want to add a comment. 

·         Click back to the Dialog Report Browser Tab and highlight the comment section you want to copy (right click and select copy or use Ctrl C)

·         Click back to the People Tab within the Browser Tab and you will see that the dialog edit window is still open to the edit box you opened next to the Basic Role you want to edit – use Control V to paste the copied detail from the Dialog report (you have to use the control keys for paste command).  Edit comment as appropriate.

·         Click the green check mark to save the comment (VERY IMPORTANT to use green check mark to save edit BEFORE you save the entire edit page at the bottom of the edit screen.)

·         Repeat steps to add comments to all Basic Role items.

·         When done editing the Dialog edit window, at the bottom of the page click Save.