I have a sales form where customers can order products. This includes a yes/no field where they can add their contact information. If they click yes, I have an automation that will add them to our customer table.
This works great if the customer only clicks that check box the first time they order. However, if they check it additional times, it creates duplicate customers and breaks my ability to track how many orders a customer has made (as a roll-up in the customer table.
Is there a way to check to see if a record exists in the customer table before creating another one? In many ways this is similar to the unique client issue I am running into in another part of our system.