We've made it easy to move cases between your funeral home's locations. Most of the information you've entered into the case will transfer. All helpers and visitors will be transferred. All Remember page memories will be transferred. All existing case data and case files will be transferred. Once a case is moved, it will be deleted from the current location.

Your funeral home's locations may have price or item differences that prevent the statement and payments from being moved. If your case has a statement or payment was entered, Gather must move the case. You'll see a message to have us take it from there. Please reach out by phone or using the chat with us option.

Example case cards on the Dashboard: The case on the left can be moved by you. The case on the right would need to be moved by Gather.

To move the case, click on the three vertical dots at the top right. Select 'Move Case.'

Since each location may have slight changes or differences, you'll be prompted to select WorkFlow and death certificate configuration the case will have in the new location.

Assign the case to the funeral director that will be taking over the case, or assign it to yourself and update the case number.

When you've completed all fields, click the 'Move' button.

Click the 'X' to stay on this location's Dashboard, or click on the link to open the case's Organize page in the new location.

Chat with our team anytime. Or give us a ring at (208) 908-0488.