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How to merge client cases

If you have multiple cases under one client profile and would need to merge them, follow the instructions below.

Written by Nico Campodonico


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! 🎉

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