"Are you sure?" pop-up when potential duplicates exist
J
Jake Campbell
If there are customers with similar matching information it would be useful to have a pop-up pointing out possible matches, and having users confirm that they want to proceed otherwise.
Created by Trevor Newman
Shelby Parker
Hiya Jake Campbell, thanks for sharing with us! Following up on this:
- What specific criteria should be used to identify potential duplicate customers?
- How should the system handle cases where users choose to proceed despite potential duplicates?
- Are there any specific fields or information that should trigger the duplicate warning?