Contact link in Practice Ignition and Karbon

  • 18 November 2020
  • 0 replies

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With reference to this article:

We had a case that was not handled as per the logic in the above article.

We added a client on PI with name Jane Doe for contact and client and email (husband’s email). The hushband John Doe was already a client on Karbon. PI then added the work item to John Doe on Karbon instead of creating a contact Jane Doe and adding the work.

According to flow diagram in article:

Are client and contact name the same: Yes

Is there a person with same name (not email) in Karbon: No

Thus a new person should have been created in Karbon.

Please clarify? Is name in the article also referring to email? If so I think the article should mention that.

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