Merge a Duplicate Case

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.
• Merge the client contact. 
• 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.