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Case notes merge

In this article, we explain how to merge groups and handle duplicate person records.

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Written by Yusef Abulaynain
Updated over 5 months ago

Merging records in Mosaic is complex because of the system's intricacies. Right now, you can only merge duplicate person records, but this involves some risks. If you're planning to proceed, please follow our detailed guide: Merging duplicate person records. This process only applies to person records; it won't work for groups or case notes.

The development team is adding a group-merging feature, but it's currently in the backlog.
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