Combining two tables in one view

Here’s another special demand from someone.

There’s a customer table with customer name, phone and other details.

There’s a sales table which links customers to some sales data, like a representative and an appointment date.

The specific request is to search for a phone number with in the form of the sales table, if its there then it should prefill all other customer fields (which is easily achievable using dereference), but if its not, then there should be an option to fill out that customer data with that particular form view, but the customer data should be saved in the customers table rather than the sales table (whose form we are using).

Is there any possible way to achieve this?

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