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Removing Duplicate Events in Case Management

This article shows the steps to remove duplicate events in Case Management.

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Written by David Bayley-Hamilton
Updated over 3 weeks ago

Step 1: Open the Case

  • Navigate to Case Management and select Cases.

  • Search for and open the case where duplicate events appear.


Step 2: Go to the Events Tab

  • Inside the case record, click on the Events tab.

  • Youโ€™ll see a list of all events linked to this case.


Step 3: Identify Duplicate Events

  • Compare event details (Date, Type, Description).

  • Confirm they are true duplicates (not linked to different actions).


Step 4: Delete the Duplicate

  • Select the duplicate event by clicking on it.

  • Click Delete (or Remove) from the toolbar or right-click menu.

  • Confirm deletion when prompted.


Step 5: Save and Refresh

  • Click Save on the case record.

  • Refresh the page to ensure the duplicate is removed.


Step 6: Prevent Future Duplicates

  • If duplicates keep appearing:

    • Check System Manager and go to Options and click Workflow Settings.

    • Ensure no automation rule is creating duplicate events.

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