Forum Academy Marketplace Showcase Pricing Features

Create New Customer / Avoid Creating Duplicate

I have a form with:
Customer First Name
Customer Last Name
Customer Phone Number
Customer Email
and an auto-filled Customer ID (Last Name + Last Four of Phone Number)
Submit button

How do I avoid creating duplicate customer entries? I’ve read and worked through two previous posts regarding duplicates but I’m not having any luck applying that to this example.

You can add a check to see if the customer exists when the Submit button is selected

When it doesn’t exist, create the Customer:

2 Likes

Thank you for sharing! Awesome.