Managing Child Cases for a Parent Case

When you open a parent case, the following Child Cases tab is available:

The grid will initially display up to seven child cases.

To select search criteria for the list of child cases, click Enable Filter.

To detach a child case from its parent case, select it on the list and click Detach.

To find and attach new child cases, click Search For New Child Cases. See the Attaching Multiple Child Cases to a Parent Case section for details.

See Also

Parent-Child Cases

Dovetail Agent vs. Clarify

Attaching a Case to a Parent Case

Detaching a Case from Parent Case

Changing the Parent Case

Attaching Multiple Child Cases to a Parent Case

Using Parent-Child Cases in Dovetail Agent and Clarify Client

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Using Parent-Child Cases in Dovetail Agent and Clarify Client

Managing Child Cases for a Parent Case