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.
Youโll 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.
