Lesson #172
Tools – Merge History function
You can merge certain types of RB data into similar entries in RB9’s database. When you merge a case/firm/contact/resource/location into another one, RB9 records the event. Use this function to find merged entries, when they were merged, and by which staff member.
You can find all of the cases, contacts, firms, resources, or locations that were merged in any specified time period. Instead of using the Notes Finder to search for the word “merge” in the Notes Logs of the different entities, this function simplifies the search and the results returned while still giving you easy access to the individual Merge To entry’s data.
Review merge history
The default search is for any firms that were merged in the last 30 days. Any merger listed in search results displays:
- Name of the entry that was merged
- Name of the entry that was merged into
- Who on your staff did the merger
- Time and date of the merger
Use the search filters to find other mergers. You can search for mergers of several types of data including:
- Case
- Contact
- Firm
- Location
- Resource
In addition to choosing which type of data to find mergers of, you can change the date range from the current month to any date range.
You can sort the list in ascending or descending order of any column by clicking the column’s header. Export the list as an Excel spreadsheet or a CSV (comma-separated values) file to save, share, use in other applications, or print as a report.
In addition to the information that is displayed in the search results, you can click any listing to view its entire entry in your RB9 database and optionally update its information.
NOTE: This is an RB9-only function. It is not included in RB Lite.
TL;DR: Review mergers of cases, contacts, firms, locations, and resources for the current month or any date range. Update individual entries’ listings if desired.
RB concepts in this lesson
Contact: Person who works for a firm you do business with — such as attorneys, paralegals, secretaries, legal assistants, claim adjusters, and court clerks.
Firm: Business you provide services to — usually law firms.
Location: Place where jobs occur — such as court rooms, hospitals, schools, doctors’ offices, or private residences.
Resource: Person or thing that provides your business with a service — such as reporters, videographers, interpreters, scopists, account executives, other agencies that cover jobs for you, or a conference room.
