How information transfers with Case merging

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

Merge modal

The Vitals page will merge information based on what's selected in the merge modal.

Merging logic

When comparing equivalent case fields, Passare will merge information one of three ways.

1. If data is found in one case: merge existing information to the master case

2. If data is found in both cases: keep the master case data

3. If data is found in neither case: merge no information

This logic applies to the following pages:

• Case Information sidebar

• Family & Friends

• Custom Fields

• Funeral Options

• Obituary

• Disposition

• Care Center (Transfer, Embalming, Dressing, Appearance, Cremation, Merchandise, Tracking)

Combined data

The following sections will combine data from both cases:

• Case Files

• Planning Center

• Notes

• Care Center Notes

• FDLIC Policy

Data not merged

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

• Goods & Services

• Payments & Adjustments

• Checklists