Note: To merge the cases, the notes and records from one case need to be manually transferred to the other case.
Step 1: click on the note/record you would like to move to a different case and click Edit:
Step 2: Click on the option next to Case
Step 3: Choose the case where you would like the note/record to be moved to. In the example below, we are moving the record from Case 1 to Case 2
Step 4: Click Save
You have now merged your cases successfully! 🎉
