You can now link cases directly within AllVoices to better track systemic issues and quickly reference related cases.
Linking a Case
Any admin (Owner, Primary, Sub) can link cases which they have access to. Viewers can view linked cases they have access to but cannot link cases.
To get started using case linking, navigate to the case you want to link, visit the Overview and click Manage Linked Cases.
Search for the related case you want to link by Name or Case ID
Select the related case and press SAVE to successfully link the case
Look at the Case Summary to confirm the case was successfully linked
(Note: The case you are currently on will also display as a Linked Case on the Case
Summary for the related case.)
Removing a Linked Case
If you later wish to remove a linked case simply navigate to the Case Summary and click Manage Linked Cases
Select ‘Remove’ next to the case you wish to remove and press SAVE
Confirm the linked case is successfully removed and is no longer displaying in the Case Summary
(Note: The case you are currently on will also be unlinked from the related case.)
Please note permissions apply. Admins will only see linked cases they have access to. If an admin does not see a linked case despite there being linked cases it is because they do not have access to that case.
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