Open LAlexMHllc opened 4 years ago
email is the same ?
The email changed (and probably name), but it is the same person with updated info. Person should have the same visitor_ID, just updated info.
Is the admin who changes the data ?
User signed in and changed their info. Since the email was different, the app created a new visitor.
Return visitor would have to let an admin know that their email has changed PRIOR to signing in to avoid a new visitor being created. So a return visitor would need to sign in with their old email, then an admin would need to update the visitor's info on the visitor's transaction screen.
Maybe input text on Vsitor Signin Form to instruct return visitor with updated email, etc. to input old email first. Display form elements for visitor to check Yes, update my info so email, etc. can be changed. Therefore new visitor would not be created; return visitor can update their own info.
Screenshot Example
When Return Visitor needs their info updated (Name, Company, Phone, Email, or U.S. Citizen), Sign In Status should be Return Visit, not First Time Visit.
Screenshot Example