My company has thousands of different contacts that we want to make a communication log for.
The idea is two linked tables, an address book and a communication log.
The issue is I don’t know a smooth and quick method to add new communications to the log without running into instance where duplicate contacts are created in Address Book.
how should I build it where employees are first tasked to see if the caller or email person is already in our system, and then, if not, create a new contact. BUT, if they somehow bypass that, delete or merge and duplicate contacts as needed in automation.