Merging a Case¶
- A merge is permanent and cannot be undone.
- Case records that are data partitioned by case type cannot be merged with case records that are not data partitioned.
To understand what happens when you merge two case records, consider this example involving two case records: John\~Dangerous Dog and John\~Fraud . These are two case records for the same name record. In this example, the Fraud case record is merged into the Dangerous Dog record:
- Data contained in individual fields and not in snap-in record rows
is either merged or added.
- If Fraud and Dangerous Dog have different Case Types, Fraud's Case Type is replaced with Dangerous Dog's.
- If Fraud has a Rich Notes entry, and Dangerous Dog does not, Fraud's Rich Notes entry is used.
- Data contained in snap-in record rows is added.
- If Fraud and Dangerous Dog each have a single record row in the Notes snap-in, Fraud's record row is inserted below Dangerous Dog's record row in the Notes snap-in.
- Filing cabinet documents are added.
- If Fraud and Dangerous Dog each have a document in the filing cabinet, Fraud's document record row is inserted below Dangerous Dog's document record row in the filing cabinet.
- Escrow funds on name records that are earmarked to specific case
records are added.
- If John has earmarked escrow funds for the Fraud case, and John does not have earmarked escrow funds for the Dangerous Dog case, Fraud's earmarked escrow funds become Dangerous Dog's earmarked escrow funds.
- If John has earmarked escrow funds for both the Fraud case and the Dangerous Dog case, Fraud's case-earmarked escrow funds are earmarked to Dangerous Dog's case record.
In the above example, the Fraud case record no longer exists, as the data is merged into the Dangerous Dog case record.
- Open the record you would like to merge. Caution: This is the record that will be deleted. All of its data will be merged into another record.
- Click Merge Case in the Actions group. A search bar labeled Enter information for the case you want to merge into will appear.
- Type information about the record with which you will merge, and press Enter .
- If necesary, type more information in the search var to narrow the list.
- Select the record with which you will merge. A Confirm Merge dialog box will open.
- Click Yes to confirm the merge. The records are merged.