Sharon Benedict
Business Problem:
Agents may accidentally create duplicate contacts when adding new entries under time pressure. Even if a contact already exists (same phone number), the system currently allows it to be added again, leading to duplicate records, confusion, and data inconsistency.
Desired Outcome:
When an agent attempts to create a contact using a phone number that already exists in the workspace, the system should:
  • Detect the duplicate automatically.
  • Display a clear error or warning message indicating that the contact already exists.
  • Prevent the creation of duplicate contact records.