How information transfers with Case merging

This article details what and how data transfers in the Case merging process.

The following pages will merge based on the selection made in the merge modal:

  • First Call
  • Vital Statistics
  • Vita (beta)

Case merge modal - information selection

    The pages listed below will merge information based on the following:

    Merge existing information to the master case if data is only found in one of the cases
    2.) Keep the master case data if both cases have conflicting data
    3.) Merge no information if none is found in either case.

    • Case Information sidebar
    • Family & Friends
    • Custom Fields
    • Funeral Options
    • Obituary
    • Disposition
    • Care Center: Transfer, Embalming, Dressing, Appearance, Cremation, Merchandise, Tracking

    The following sections will combine data from both cases:

    • Case Files
    • Planning Center
    • Notes
    • Care Center: Notes
    • FDLIC Policy

    The following pages will NOT merge data. Only information from the master case will be kept:

    • Goods & Services
    • Payments & Adjustments
    • Checklists