Release v31
Features
- Feature 2592 Merge contacts
- Feature 2570 Copy reports from within the Report Builder
- Feature 1966 Printing CoC is now showing legacy CoC
Merge People -
1.) Basic Info:
- Source person basic info is not applied to destination person
- Source person addresses are applied to destination person
- User accounts cannot be merged
2.) Case Relationships:
- Cases associated with source person are merged to destination person
- A destination person whom is already on a case will not be duplicated and the case person type will not change
3.) Item Relationships:
- Items associated with source person will be merged to destination person
- Item Belongs To, Custodian, and Recovered By properties are merged
4.) Tasks:
- Source person who is a Linked Object is merged into destination person
5.) Media:
- Source person medium meerged into destination person
6.) Notes
- Source person notes are merged inot destination person
7.) Transfers
- Source person that is "Transfer To" for an item is merged into destination person
8.) Saved Searches
- All saved searches referencing source person are merged into destination person
- Custodian (item search)
- Recovered BY (item search)
- Taken By (check out search)
- Returned By (check-in search)
- Transfer to (transfer search)
9.) Custom Forms - Source person custom form data is merged into destination person