How to merge client cases

​Note: To merge the cases, the notes and records from one case need to be manually transferred to the other case.
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Step 1: click on the note/record you would like to move to a different case and click Edit:

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Step 2: Click on the option next to Case

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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

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Step 4: Click Save

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You have now merged your cases successfully! 🎉