If you are utilizing the Practice Ignition integration, a work item will be created in 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 Karbon.
  • If the Client Name and Contact Name in the contract from Practice Ignition are the same, a person contact will be created.
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