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Answer

Merge Cases

  • June 16, 2021
  • 4 replies
  • 159 views
G
Freshman I

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:

 

 

4 replies

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

@ggill did you ever find a solution to this

Andrew
Kandy Beatty
Captain II
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  • Kandy Beatty
  • Captain II
  • Answer
  • February 22, 2022

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

 

 

Kandy ~ If a member helped you, please *Like* their post, and if a member provided an answer to your question, please mark it as *Best Answer*.
Chris Hackett
chrisj58
Freshman II
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  • chrisj58
  • Freshman II
  • 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”.

Kandy Beatty
Chris Hackett
V
Acumatica Employee
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  • vkumar
  • Acumatica Support Team
  • 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.

Regards,

VijayKumarU
Kandy Beatty
Chris Hackett
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