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Merge a Duplicate Case
Merge a Duplicate Case
Updated over 6 months ago

While CASEpeer can merge contacts, cases can not be merged. Here are the steps to combine duplicate cases:

  • Identify which case is most complete - update the extraneous case status to Error/Duplicate.

  • Open both cases side by side, each in their own browser tab, and add in case information to the case you are keeping within CASEpeer.

  • If necessary, download any documents and re-upload them to the correct case.

  • Once all necessary case information is added, delete the duplicate case.

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