Answers.Body: <p>There is a merge case feature. The clients need to be the same client on both cases so you may need to merge contacts or change the client first. The feature is a little blue link about 1/4 way down the manage case screen.</p>
  <p>You may also want to look at <a href="https://lab.civicrm.org/extensions/mergecaseandkeepid" rel="nofollow noreferrer">https://lab.civicrm.org/extensions/mergecaseandkeepid</a> since, for unfortunate historical reasons, the case id changes when you do a merge.</p>
  <p><a href="https://i.sstatic.net/Fpct5.gif" rel="nofollow noreferrer"><img src="https://i.sstatic.net/Fpct5.gif" alt="enter image description here" /></a></p>
  
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2021-04-22T11:32:11.900Z
Answers.Text: D'oh!
  
  There are none so blind as cannot see.
  
  Must have skimmed over that hindreds of times.  Thank you!
Answers.UserDisplayName: Craig Almond
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2024-12-27T22:49:31.027Z
Answers.Text: Where to find this using the Shoreditch theme?
Answers.UserDisplayName: Dave Smith
Answers.ContentLicense: CC BY-SA 4.0
Answers.CreationDate: 2021-04-21T12:47:16.617Z
Answers.LastActivityDate: 2021-04-21T12:47:16.617Z
Answers.UserDisplayName: Demerit
Body: <p>We've found an issue where a member of staff has created a new case for an existing contact instead of adding an activity to an existing case (Training and documentation is being addressed)</p>
  <p>But it leaves us with a list of multiple cases of the same type on several client records.</p>
  <p>There's no way of merging cases, so the best workflow I can think would be to identify one case as the &quot;main case&quot; to keep and work through the other cases and move any activities onto the main-case record.</p>
  <p>Anybody got any other suggestions?</p>
  
Tags: <civicase>
Title: Workflow for managing duplicate cases
ThreadText: # Workflow for managing duplicate cases
  
  (Asked by: username_0 on 2021-04-21)
  
  We've found an issue where a member of staff has created a new case for an existing contact instead of adding an activity to an existing case (Training and documentation is being addressed)
  
  But it leaves us with a list of multiple cases of the same type on several client records.
  
  There's no way of merging cases, so the best workflow I can think would be to identify one case as the "main case" to keep and work through the other cases and move any activities onto the main-case record.
  
  Anybody got any other suggestions?
  
  **Tags:** civicase
  
  
  ---
  
  ## 1 answers
  
  ### Answer by username_1 on 2021-04-21. Score: 2 | Accepted answer
  
  There is a merge case feature. The clients need to be the same client on both cases so you may need to merge contacts or change the client first. The feature is a little blue link about 1/4 way down the manage case screen.
  
  You may also want to look at <https://lab.civicrm.org/extensions/mergecaseandkeepid> since, for unfortunate historical reasons, the case id changes when you do a merge.
  
  [![enter image description here](https://i.sstatic.net/Fpct5.gif)](https://i.sstatic.net/Fpct5.gif)
  
  > **Comments:**
  > **username_0**: D'oh!  There are none so blind as cannot see.  Must have skimmed over that hindreds of times.  Thank you!  
  > **username_2**: Where to find this using the Shoreditch theme?  
  
  ---
  
  