From time to time, you may need to merge two cases together into one case.
Fortunately, merging cases is easy!
- View one case that you’d like to merge so it’s a recently viewed case
- View the other case you’d like to merge
- From the bottom of the case viewer, click on the Merge tab
- Select the case you’d like to merge with the case you’re viewing
- Click on Merge
From there, we’ll move all the notes and history from the newer case into the older case so both cases are together in one place!
Any future updates to the newer case will automatically attach to the newly merged case.
For more details, this was covered in depth as a part of our October 2013, Mastermind Call.