Mark a Request as a Duplicate

Sometimes, more than one resident will submit the same request. To avoid duplicating efforts with staff in the field, you can merge Requests together into one.

You can mark a request as a duplicate within the Request List and Detail view.

Instructions

1. Sign in to your site

2. Navigate to the Requests tab

3. Check the request you'd like to mark as a duplicate of another

4. Select Mark as Duplicate

5. Enter the SeeClickFix 311 CRM request ID number for the request that is duplicated

   Note:

   As you type the request ID into the field, SeeClickFix 311 CRM searches the database for matching numbers. Once a match is found, SeeClickFix 311 CRM displays some basic information about the Request. This provides an opportunity to confirm that this is the duplicate Request.

6. Click Update

   Note:

   The request that was marked as a duplicate of the other will automatically go into the Archived state (this can't be reopened).