How to link two or more cases in CASEpeer. This can also referred to as a companion case.
Navigate to the Home Tab of any case.
Select the dark green dropdown arrow on the right-hand side of the screen.
Select Link Existing Case.
A pop-up window will appear. Type in the name of the other client that you want to link to the case you are currently in.
Click Search.
Search results will appear. Locate the correct case and select Link.
The name(s) of the linked case will appear at the top of the case.