How to Link Related/Companion Cases Created Separately in the System

Scroll to the bottom of the Case Summary screen in any of the cases. At the bottom select the “Related Cases” tab.

If there are already related cases they will display here when you click the tab.

To add a case as related to the one you are currently in select the “Add Related Case” button. This pop up a panel allowing you to search for the related case and link it.

Once you have found the case you want to link, select it from the dropdown and press OK and the cases will now be linked.