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Merge Cases

  • Jun 16, 2021 11:15 PM UTC
  • 4 replies
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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:

 

 

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4 replies

asmith50
Jr Varsity III
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  • asmith50
  • Jr Varsity III
  • Feb 22, 2022 7:36 PM UTC

@ggill did you ever find a solution to this

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Andrew
Kandy Beatty
Captain II
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  • Kandy Beatty
  • Captain II
  • Answer
  • Feb 22, 2022 11:55 PM UTC

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

 

 

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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
    Freshman II
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    • chrisj58
    • Freshman II
    • Feb 23, 2022 1:09 AM UTC

    @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 Employee
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      • vkumar
      • Acumatica Support Team
      • Feb 23, 2022 8:04 AM UTC

      Hi @ggill 

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

      Regards,

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      VijayKumarU
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