Firm members with the allowed security permissions can merge multiple matters with the same client into one matter and transfer all their information into a designated "Primary Matter".
Information that will be merged to a "Primary Matter" from all selected matters:
Minimum Trust Amount
Default Billing Contact
Statute of Limitations
Custom Fields, Custom Records, Data Sets
Important Note: Matters with specific matter access for designated firm members cannot be merged.
How To Merge Multiple Matters
Go to the Matters list page by clicking on the "Matters" button in the left navigation sidebar.
On the Matters list page, apply a filter by "Client" as you can only merge multiple matters for the same client.
Select multiple matters you want to merge from Matters list.
Click "Bulk Action" button.
Click "Merge Matters" button.
You will be redirected to the Merge Matters page.
You will see the list of information from all matters that would be merged automatically in the header banner at the top of the page.
Select a "Primary Matter" by clicking on the radio button under the selected Matter.
Note: Non Primary Matters will be set as discarded after merge.
Choose the fields you would like to keep with the radio buttons for the following:
Minimum Trust Balance
Statute of Limitations
Note: Any fields that are already matching will be greyed out with no radio button option. Only fields that do not match will allow radio button selection of which field you would like to keep.
Click "Merge Matters" button at the bottom of the page.
You will be prompted with a confirmation dialog to confirm you would like to merge matters.
Click "Yes" and note that this process CANNOT be reversed.
Verify all information was merged from all matters and display for Primary Matter.
Congratulations! You have successfully merged multiple matters.
Setup Merge Matters Permission For A Security Group
Firm administrators can designate which firm users will have permissions to merge multiple contacts by enabling the permission in their security group.
In the upper right corner, click on your name.
From the dropdown menu, select "Firm Settings".
Click on the "Security Groups" tab.
In the security groups list, under the Actions column, click the Edit pencil icon to edit a security group.
You will be redirected to the security group details page.
Under "Matter Security" section, check the checkbox for "Merge Matters".
In the right sidebar, you can add more firm members to the security group. Select ZenCase Member in Add member dropdown.
Click "Add" button to add the firm member.
You have successfully set up "Merge Matters" permissions for firm members in a security group.
Let us know if you have any questions!