Add ability to merge a closed or active intake into a existing case
Adding this ability will allow users to keep necessary info from the intake but remove the extra intake entry that will appear when searching up the party.
sometimes we open leads into cases and find out later there is an existing case or lead/intake of the same client, weather its closed or opened. it would be great if we can merge cases if need be when the intake is a already opened.
Guest
sometimes we open leads into cases and find out later there is an existing case or lead/intake of the same client, weather its closed or opened. it would be great if we can merge cases if need be when the intake is a already opened.