Link Two Cases

  1. Open the case you want to link to or from.

  2. Select the Overflow tab > Select Referenced Cases.

  3. Right-click in the Referenced Cases area > Select Search to add.

  4. Enter text in the Search words field to find the case you want to link to > Select Search.

  5. Use either of these methods to select the case you want to link to:

    • Double-click the case.

    • Select the case > Click Select.

  6. Enter your reason for linking the two cases > Select OK.

    To change the reason you've given, right-click the referenced case > Select Edit Reason.