Related Cases


This feature allows a case to be related to any other case(s) with a site-defined relationship type.


Similar, but different features are: Associating multiple cases with the same client profile, and marking a case as a lead case and other cases as member cases.

Using the Related Cases Feature

The Actions menu link on a case displays a form with any cases already related displayed, along with an option to Show Search Fields to search for other cases to tag as related.