Bundle or merge tickets

Bundle/Merge is available for supported ConnectWise tickets. It is not available for HaloPSA or Autotask.

Choose the relationship direction

Select Bundle/Merge on the ticket.
In Choose the relationship direction, choose one of the following:
- Put this ticket under another parent ticket makes the active ticket the child.
- Put another child ticket under this ticket keeps the active ticket as the parent.
Select Continue.
Search the eligible open tickets for the same customer by ticket ID or summary, then select the other ticket.
Read the direction preview to confirm which ticket is the parent and which is the child.

Bundle tickets

Bundle is the default relationship action. Bundling is reversible and lets related tickets be worked together.

With the correct direction and other ticket selected, keep Bundle selected and choose Bundle tickets. Review the result shown before continuing.

Merge tickets permanently

Merging needs the admin or dispatcher role.

After choosing the direction and other ticket, select Merge.
Review the parent and child in the direction preview.
Choose the Closed status for the child ticket from the available closed statuses for its board.
Select I understand this merge is permanent and cannot be undone.
Select Merge permanently.

A merge cannot proceed without the required closed status and acknowledgement. If the dialog reports no eligible ticket or no closed status, the action remains unavailable.

Automatic relationship processing is a separate admin setting; see Ticket Relationships.