If you are utilizing the Practice Ignition integration, a work item will be created in Intuit Practice Management powered by Karbon, when a Practice Ignition proposal is accepted. This work item will be added for a contact.
- If the Client Name and Contact Name in the contract from Practice Ignition are different, an organization contact will be created in Intuit Practice Management.
- If the Client Name and Contact Name in the contract from Practice Ignition are the same, a person contact will be created.
In the example shown below, since the Client Name (full name of the person) and the Contact Name (first name of the person) are different, Practice Ignition will create a new organization contact in Intuit Practice Management regardless if an existing Person contact exists in Karbon.