This option allows users to link cases together. Linked cases are used to associate cases that are not in the same family or extended family. The case family are managed from the Family tab instead.
Linked cases are most commonly used to create a short cut to a Client Care File case or Recordal/Advice cases.
To add a new linked case:
1. Click the ‘+’ sign next to the Linked Case option.
2. To select the cases to link EITHER:
> Tick the box at the top of the list of cases to select all.
> Tick the box on the left next to the code of any cases you want to create a link to.
3. Use the fields at the top of each column to find particular cases. Type the word or characters you are searching for click ‘Filter’ in Equinox or ‘Enter’ on your keyboard. The results are displayed. To remove the filter, click ‘Clear Filter’ or delete the characters and click ‘Enter’.
4. Click the ‘Add linked case’ button. The selected cases will be moved to a list at the top of the page.
Note:
- The case you create the link to is stored as Case 1.
- The case you create the link from is stored as Case 2.
View Linked Cases
Users can view the case codes of any linked cases in the left hand menu on the case Details screen.
E.g. In Case 1 you will see Case 2 in the left hand menu.
In Case 2 you will see Case 1 in the left hand menu.
These case codes are also short cuts to the linked case. By clicking on a case code, you will be taken to the corresponding case.
- Click the ‘Pencil’ symbol to return to the Linked Case screen and add or remove linked cases.
- The number displayed next to the Linked Case option indicates the number of linked cases.
Unlink a Case
- Go to the Case Details screen.
- Click the ‘pencil’ symbol to return to the Linked Case screen and add or remove linked cases.
- Click the red ‘Remove’ button on the row of the case you want to unlink.
- The case will be removed immediately and be listed in the ‘Available matters’ table at the bottom of the screen.
Note: Removing a link does not delete the case from the system.