Merging Duplicate Cases

How do I merge two Cases I see that are duplicates?

Kyle Minckler avatar
Written by Kyle Minckler
Updated over a week ago

If you are the Network Admin, there will be a "Merge Case" link located beneath the [Alerts] tab. Watch the overview video below:

If you are NOT a Network Admin, you will see a "Flag Case" link (see screenshot here).  There, you can quickly send a message to your Network Admin, then, they can perform the appropriate action on your behalf. Your Flag Case messages could look something like this: 

"[Network Admin], I noticed duplicate Cases in the system. Would you please merge the two cases for John Smith (DOB: 01/01/1950; C1234 and C9876)? Thank you!"

Here is a link to video you may find helpful:

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