10.8. Merging Cases

Sometimes, cases which are automatically generated based on an insurance company assignment or an estimate saved with third-party estimating software are duplicated. Users can also mistakenly create and operate with a work order in different cases, but with the same claim or VIN number. 

This can be easily fixed through the Merging cases function. To merge the case, you should choose the original case you want to get data from and right-click on it's case card. In the opened context menu click Copy to (as depicted below). 

Finally, click the Save button. Afterwards, the second case will be updated with the data from the original case. The original case's data will in turn be permanently deleted. However, this operation does not remove the original case itself. To remove the original case - simply right click on the original case card and select "Delete case..." from the contextual menu that appears.