Alert for Duplicate Contacts (Existing Phone or Email)
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Nate Stanley
When creating a new contact, alert the user if the phone number or email address you're entering already exists in the contacts list.
Preventing duplicate contacts is the easiest way to keep Protractor clean and to provide the best experience for customers.
One of the MOST up-voted feature requests currently is to flag/prevent duplicate Vehicle entries. The same should be done for Contacts (aka Customers)
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Adam Lockwood
Have protractor alert you on any duplication’s, this would resolve a lot of issues in any field of the program.
Argonaut Garage
This is a really great item to add to the functionality. But. It needs to be able to detect anything that you enter, regardless if search by last name, phone number or other ways. Ultimately it should flag it as soon you enter a piece of information when creating a contact
Woodside Auto
Yes!! Alert for duplicate contact and vehicles would be awesome!
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Emily Sundstrom
Do you search by phone number or name? If you search by phone number, then protractor does pull up all accounts associated with that phone number, and if it is a secondary phone number on an established account (ie husband, wife, child, etc) it will pull up a reverse look up for a new customer.
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Nate Stanley
Emily Sundstrom: When searching by phone number, you have to be VERY specific in the way you search, which lends itself to user error very easily.
You have to search with no spaces, no dashes, no parentheses. This isn't natural and it isn't how people usually type phone numbers. It also prevents you from being able to copy and paste phone numbers from other systems into Protractor.
So we constantly have users creating duplicate contacts. This relates to my other feature request, ignoring special characters in phone number searches: https://ptr.canny.io/ptr/p/ignore-special-characters-in-phone-number-search
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Mike Foxall
Nate Stanley: I agree that Protractor not having fuzzy search capability is a miss. We rarely create duplicate contacts, and I suspect that's because we search both by last name and then last four of the phone number.
Trevor Adams
This would eliminate so many confusion
Car-O-Practor Autopro
Yes I agree