Page Comparison

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1. Open both cases
   This will force the cases to show up in your Recently Viewed List View in Step 4.
   

2. Delete Primary Employee/Contact of non-principal case
   Cases can only have one Primary Employee/Contact, so you have to delete one to prevent an error when merging the cases.

   

3. Open your Recently Viewed Case List View

   1. Click on the Cases tab

   2. In the drop-down, select the Recently Viewed list view

      

4. Select Cases and Click Merge Cases

   1. Tip: The first case you select will show up as the “Principal” case in the next step.

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5. Select Correct Field Values and Click Next

   

6. Your cases will now be merged. You can confirm this by looking at the activity feed on the case.