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Match companies on field such as email and phone number rather than just tc2_cligency id #248

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PrenSJ2 opened this issue Jul 2, 2024 · 3 comments · Fixed by #285
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Match companies on field such as email and phone number rather than just tc2_cligency id #248

PrenSJ2 opened this issue Jul 2, 2024 · 3 comments · Fixed by #285
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PrenSJ2 commented Jul 2, 2024 •
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currently we dont check / match companies, meaning if they book a call then sign up then the companies are not matched together
@PrenSJ2 PrenSJ2 mentioned this issue Jul 2, 2024
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PrenSJ2 commented Jul 19, 2024

Need to try and match on email

@PrenSJ2 PrenSJ2 added the bug Something isn't working label Jul 19, 2024
@PrenSJ2 PrenSJ2 mentioned this issue Jul 19, 2024
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PrenSJ2 commented Jul 22, 2024

when someone books a call on tc2.com do we create a client in TC

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PrenSJ2 commented Sep 11, 2024

We currently match on email, but we should try to match on phone too, if that does not work

@PrenSJ2 PrenSJ2 mentioned this issue Sep 11, 2024
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Sales Callbooker try to match by phone tutorcruncher/hermes
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