On a signed engagement letter that is mapped to Intuit Practice Management powered by Karbon work templates, Practice Ignition follows a set logic on whether to create new work for an existing contact (Organization or Person) or a new contact (Organization or Person).

If you find that Practice Ignition is creating duplicate contacts, be sure that you are entering the Client Details correctly with Practice Ignition to match the logic by which work is assigned and/or contacts are created in Intuit Practice Management.

In the example shown below where you might be wanting to create work assigned to a Person named Abigail Silvers, 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 app regardless if an existing Person contact exists (as long as it doesn't match an Organization named Abigail Silvers).


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