Avoide overriding issues when 'copy to'

When a form is copied to another type, content of the source form is also carried forward, overriding default content of the destination form type. How to avoid this for the notes that we already create in the Custom Field section?

You cannot. Copying one transaction form to another carries forward relevant content. You can save work in only one of the two methods: default form content or copying, not both.

If I understand you correctly, you have two forms and each have their own Custom Field with contents.
I think the solution here is not to give the same name to both Custom Fields, so that Custom Field “Notes A” on the source form when copied wont overwrite the Custom Field “Notes B” on the destination form.

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Yes you’re correct. Thank you for the help! Much appreciated.