Creating case links in an existing case

3 Connect for counsellors, telephone counsellors and financial counsellors : Linking cases : Creating case links in an existing case

This procedure can be very helpful in providing case context in a group case. It’s a good idea to make a list of the case numbers you want to link to the case before you start. When you have done this you can then access a linked case with a single mouse click.

1 Open the case you want to link other cases to, for example a group case, in edit mode.

2 In the Case Link field enter the case number of each case you want to link to this case.

$C:\Users\Bill\Documents\CMS\Captures\Screens\linkedcase2.png$

If you enter the last six digits of the case number, Gambler’s Help Connect will recognise the case for you.

3 Repeat Step 2 until you have added all the required case numbers.

4 Click $C:\Users\Bill\Documents\CMS\Captures\icons and buttons\savcloseb.jpg$ .