Not all data is saved when 2 entries are merged. Information that is retained from the merging entry in the remaining entry depends on what data type you are merging. Check this list to see which information is saved when merging cases, business units, service items, list options, firms, contacts, resources, or locations.
The merging case cannot have any repository files. Case info that will be saved from the merged (and deleted) case:
Currently no information from the merged BU’s listing is saved, but jobs associated with the merged BU are moved to the Merge To BU.
Currently no information from the merging service item is saved.
If a list option has a Merge To button, the option’s historical data is moved to the Merge To option.
The merging firm cannot have any email addresses or preferred services. Firm info that will be saved from merged (and deleted) firm:
The merging contact cannot have any email addresses. Contact info that will be saved from merged (and deleted) contact:
Resource info will be saved from merged (and deleted) resource:
Location info will be saved from merged (and deleted) resource: