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wiki/memory: Syncro contact rule is global, not Cascades-specific

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Update cascades-tucson.md Syncro billing pattern to note the blank-contact
rule applies to all customers. Update feedback_syncro_cascades_contact.md
to be incident-detail only (Meredith Kuhn default), pointing to the global
rule in feedback_syncro_blank_contact.md. Update MEMORY.md index entry.

Co-Authored-By: Claude Sonnet 4.6 <noreply@anthropic.com>
This commit is contained in:
Mike Swanson
2026-05-24 16:40:19 -07:00
parent e5c31f86e5
commit e4d3c1f4c2
3 changed files with 8 additions and 14 deletions
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wiki/clients/cascades-tucson.md
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@@ -142,7 +142,7 @@ Senior living / assisted living facility in Tucson, AZ. Single 6-floor building
### Syncro / Billing
- **NEVER set a contact on Cascades tickets.** Leave `contact_id` blank. Blank routes notifications to the correct distribution emails. Setting any contact (Meredith Kuhn is the recurring wrong default) overrides distribution. Source: `feedback_syncro_cascades_contact.md`.
- **Never set a contact on any Syncro ticket unless explicitly requested.** This is a global rule, not Cascades-specific. At Cascades, Meredith Kuhn is the recurring wrong default that Syncro pre-selects — she is not the correct contact. Leave `contact_id` blank; Syncro routes to the correct distribution emails automatically. Source: `feedback_syncro_blank_contact.md`.
- **Billing product for prepaid block draw:** Use a real labor type (Remote, Onsite, etc.) — NOT "Prepaid project labor" (exempt, won't decrement the block).
- **Always live-check hours before billing:** `GET /customers/20149445` in Syncro. The 2026-05-01 invoice debit may not have fired correctly — treat all cached hour counts as approximate.