In IM 7.02 patch 2 we have the following problem - I need someone to
verify if it exists in Patch 6 or 7 of IM 7.0x since  I don't have a
server free to install on right now.  Read below for more details.
 
If you have two (or more) customer (CTM:People) records with the exact
same name AND the same phone # (e.g., unknown "###") but different email
addresses (i.e., actually different people) and you do a search from the
Incident screen you are given the results in the People Search form.
 
If you select the first one you're fine.
 
If you select the second or later one the system selects the first one
anyway.  This is because the workflow HPD:INC:PCS_100_Search does
something really, really stupid.  It selects the customer record for the
incident based off of "Like" query using:
-Company
-First name
-Last name
-Phone number
 
Why this doesn't just use the People ID is beyond me - this is really
sloppy.  It's also a very inefficient query.
 
That said - can someone with a patch 6 or 7 install check that active
link and see if the second "Set Fields" action is still a LIKE query?
 
William Rentfrow, Principal Consultant
[EMAIL PROTECTED]
C 701-306-6157
O 952-432-0227
 

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