Allow Visitor (Proxyclick) to find a visitor profile without an e-mail address
Currently if you add a visitor to a meeting in Engage and do not specify an e-mail address, a duplicate profile is created in Visitor (Proxyclick). We will end up with hundreds of versions of the same visitor this way.
Example here of choosing a visitor, and then their profile duplicating.
Michael George
shared this idea
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Michael George
commented
Our reception team are having some issues due to this behaviour
- Contractors which have to sign a health and safety form and is valid for 365 days, are having to sign it every time they arrive as the profile is duplicated
- All profile based information is lost, such as car reg
- If a meeting gets updated after one of the visitors has arrived, it removes their visit record and creates a new one under a new profile. And therefore their status is set back to expected