Users with the Merge entities feature access can merge two people, cases, or organizations (entities) in Traverse. When you merge entities, connected content items will be transferred and the non-primary source will be deleted.
This functionality would be needed when merges are not performed through an integration.
To get started, click the gear icon in the top right corner of Traverse and select Entity merge. The entity merge overview page displays two panels to find and merge your desired entities.
In the Find an entity panel, search for the people, cases, or organizations you want to merge and click + Add next to those entities.
You can only select entities of the same type. Additionally, if a case type exists, you can only select another case of the same type.
The entities you've selected appear in the To merge panel.
In the To merge panel, select which entity will be the primary source—the entity that will be retained and connected to all the content—and click the Make primary source button under that entity's information. You'll be able to see what information will change on the non-primary source side (information in red will be updated to what appears on the primary source side in green, and information in white will stay the same).
Click Merge entities and confirm.
The entities are merged and only the primary source now exists in Traverse.