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Linked Cases

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Linked Cases

Link cases so that they are obvious to all users in the Client Details navigation bar. Use those links to click through immediately to each of the linked case for speedy navigation. Really useful where one client has a number of matters or a connection to other client cases.

You can link cases via the Client Details screen.


In the Case Linking screen select a case in the Available Cases list to be added to the grid, Cases that have been linked to this file.



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