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Merge Cases


Is there any way to auto or manually merge cases within the case management module?

 

Regards

Amrit

Best answer by Kandy Beatty

HI @ggill  There is not currently a way to merge Cases, but you can attach related cases:

 

 

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4 replies

asmith50
Jr Varsity III
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  • Jr Varsity III
  • 66 replies
  • February 22, 2022

@ggill did you ever find a solution to this


Kandy Beatty
Captain II
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  • Captain II
  • 2137 replies
  • Answer
  • February 22, 2022

HI @ggill  There is not currently a way to merge Cases, but you can attach related cases:

 

 


chrisj58
Freshman II
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  • Freshman II
  • 14 replies
  • February 23, 2022

@ggill - I second @kbeatty21’s solution for using the related cases tab of the case. There is an option on the “Relation Type” for “Duplicate Of”.


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  • Acumatica Support Team
  • 783 replies
  • February 23, 2022

Hi @ggill 

Adding to above responses, here is an existing feature request on our Ideas page. You may vote and comments if any.

https://community.acumatica.com/ideas/merge-crm-cases-941

Regards,


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