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Merging A Contact That Is Principal Investigator On A Site Does Not Change The PI On The Site Record (Doc ID 2788298.1)

Last updated on AUGUST 11, 2021

Applies to:

Siebel CRM - Version 20.6 and later
Information in this document applies to any platform.


When merging a Contact that is Principal Investigator on a Site, the Site PI is not updated with the new/merged contact, Since the join to the Contact record using the Primary Investigator Id on the Site is an inner join, and the old Contact record no longer exists, the Site disappears (can’t be displayed in All Sites)

The site should be updated with the principal investigator

The issue can be reproduced at will with the following steps:
1. Login into Siebel Clinical
2. Navigate to 'My Sites'
3. Write down the contact defined as the Private Investigator.
4. Navigate to Contacts
5. Select two contacts with one been the one identified in the previous step
6. Merge the two contacts making sure the surviving contact is not the PI of the site


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