Solved

Merge Cases

  • 17 June 2021
  • 4 replies
  • 109 views
G
Rank

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

 

Regards

Amrit

icon

Best answer by Kandy Beatty 23 February 2022, 00:55

View original

4 replies

asmith50
Rank
Userlevel 3
Badge +1

@ggill did you ever find a solution to this

Andrew
Kandy Beatty
Rank
Userlevel 7
Badge +16

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*.
chrisj58
Rank
Userlevel 3
Badge

@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”.

V
Rank
Userlevel 7
Badge +11

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

Reply


Terms & ConditionsCookie settings
About Acumatica ERP system
Acumatica Cloud ERP provides the best business management solution for transforming your company to thrive in the new digital economy. Built on a future-proof platform with open architecture for rapid integrations, scalability, and ease of use, Acumatica delivers unparalleled value to small and midmarket organizations. Connected Business. Delivered.
© 2008 — 2024  Acumatica, Inc. All rights reserved