Merging case records in NextAgency is straightforward, but it’s crucial to understand the process. Instead of replacing the original records, the system generates a new case and archives the two you merged, ensuring you have a copy of both.
Follow these steps to merge cases:
- Open the first case record, then click on the three dots near the top of the page > Merge.
2. Select the second case record.
3. Enter a name for the new case record.
4. Choose the case tabs you’d like to merge (i.e. Contacts, Benefits, files, etc.) and click Save.
Your new merged case will now be available with all the selected information included, while the original cases are securely archived.
You can also initiate this via the Merge option in the action menu on the cases/policies page.
Important: You can only merge two individual cases or two groups (small or large). Merging an individual case with a group is not supported. If you have any questions, please contact our support team.