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.
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If data is found in one case: merge existing information to the master case
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If data is found in both cases: keep the master case data
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If data is found in neither case: merge no information
This logic applies to the following pages:
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Case Information sidebar
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Family & Friends
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Custom Fields
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Funeral Options
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Obituary
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Disposition
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Care Center (Transfer, Embalming, Dressing, Appearance, Cremation, Merchandise, Tracking)
Combined data
The following sections will combine data from both cases:
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Case Files
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Planning Center
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Notes
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Care Center Notes
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FDLIC Policy
Data not merged
The following pages will not merge data. Only information from the master case will be kept:
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Goods & Services
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Payments & Adjustments
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Checklists