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Link Cases

If two Cases have been linked, a button to view the Related Cases appears at the top of the Manage Case screen.

To link two Cases, first check that this has been enabled for the relevant Case Type: * Go to Administer > CiviCase > Case Types * Edit the Case Type * Click on the Activity Types tab * Add the Link Cases Activity Type * Save the changes

To link two Cases:

  • Find one of the Cases that is to be linked, for example, go to the Contact record, click on the Cases tab to view the Cases, and then click on Manage
  • Use the Add Activity drop-down near the top to add a Link Cases activity
  • In the top of the pop-up window, select the other Case in the Link to Case field
  • Add other notes as necessary and Save the Activity

You should now see a button for Related Case near the top left of the screen, next to the Case Client name, which allows you to navigate easily to the linked case.