Filter Leads by Last Name only

Hello

I've modified the SugarObject Template for Person to not include a first_name field since we only require the last_name field, but now the search for this module is broken

I get the following error whenever I try to search for something

I've already tried modifying the default filter by creating a custom/Extension/modules/Leads/Ext/clients/base/filters/default/default.php with the following

but it didn't work

Does anybody know how to modify the default filter to not include the first_name?

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0 Hatim Alam over 5 years ago

Hi David Angulo,
Would you please share your standard default.php file modules/<module_name>/clients/base/filters/default/default.php
Also, please share the .ext.php file if exists:
custom/modules/<custom_module>/Ext/clients/base/filters/default/default.ext.php
We can verify if the field "first_name" still exists in the quicksearch_field array or it has been removed completely.
Note: It is not advisable to modify any files in the standard path, how have you modified the Person template and removed "first_name" from the quicksearch filter. Please let us know.
Regards.
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0 Hatim Alam over 5 years ago

Hi David Angulo,
Would you please share your standard default.php file modules/<module_name>/clients/base/filters/default/default.php
Also, please share the .ext.php file if exists:
custom/modules/<custom_module>/Ext/clients/base/filters/default/default.ext.php
We can verify if the field "first_name" still exists in the quicksearch_field array or it has been removed completely.
Note: It is not advisable to modify any files in the standard path, how have you modified the Person template and removed "first_name" from the quicksearch filter. Please let us know.
Regards.
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0 David Angulo over 5 years ago in reply to Hatim Alam

Hi, hats
custom/Extension/modules/Leads/Ext/clients/base/filters/default/default.php
<?php

$viewdefs['Leads']['base']['filter']['default']['quicksearch_field'] = ['last_name'];
$viewdefs['Leads']['base']['filter']['default']['quicksearch_priority'] = 99;
modules/Leads/clients/base/filters/default/default.php
<?php
$viewdefs['Leads']['base']['filter']['default'] = [
'default_filter' => 'all_records',
'fields' => [
'last_name' => [],
'account_name' => [],
'lead_source' => [],
'do_not_call' => [],
'phone' => [
'dbFields' => [
'phone_mobile',
'phone_work',
'phone_other',
'phone_fax',
'phone_home',
],
'type' => 'phone',
'vname' => 'LBL_PHONE',
],
'assistant' => [],
'website' => [],
'address_street' => [
'dbFields' => [
'primary_address_street',
'alt_address_street',
],
'vname' => 'LBL_STREET',
'type' => 'text',
],
'address_city' => [
'dbFields' => [
'primary_address_city',
'alt_address_city',
],
'vname' => 'LBL_CITY',
'type' => 'text',
],
'address_state' => [
'dbFields' => [
'primary_address_state',
'alt_address_state',
],
'vname' => 'LBL_STATE',
'type' => 'text',
],
'address_postalcode' => [
'dbFields' => [
'primary_address_postalcode',
'alt_address_postalcode',
],
'vname' => 'LBL_POSTAL_CODE',
'type' => 'text',
],
'address_country' => [
'dbFields' => [
'primary_address_country',
'alt_address_country',
],
'vname' => 'LBL_COUNTRY',
'type' => 'text',
],
'status' => [],
'date_entered' => [],
'date_modified' => [],
'tag' => [],
'assigned_user_name' => [],
'$owner' => [
'predefined_filter' => true,
'vname' => 'LBL_CURRENT_USER_FILTER',
],
'$favorite' => [
'predefined_filter' => true,
'vname' => 'LBL_FAVORITES_FILTER',
],
],
];
And the way I modified the person object was creating a file in
custom/include/SugarObjects/templates/person/vardefs.php
with the same contents as the original but I removed the first_name field
<?php
/*
* Your installation or use of this SugarCRM file is subject to the applicable
* terms available at
* http://support.sugarcrm.com/Resources/Master_Subscription_Agreements/.
* If you do not agree to all of the applicable terms or do not have the
* authority to bind the entity as an authorized representative, then do not
* install or use this SugarCRM file.
*
* Copyright (C) SugarCRM Inc. All rights reserved.
*/
$vardefs = [
'fields' => [
'salutation' => [
'name' => 'salutation',
'vname' => 'LBL_SALUTATION',
'type' => 'enum',
'options' => 'salutation_dom',
'massupdate' => false,
'len' => '255',
'duplicate_on_record_copy' => 'always',
'comment' => 'Contact salutation (e.g., Mr, Ms)',
'audited' => true,
'pii' => true,
],
'last_name' => [
'name' => 'last_name',
'vname' => 'LBL_LAST_NAME',
'type' => 'varchar',
'len' => '100',
'unified_search' => true,
'duplicate_on_record_copy' => 'always',
'full_text_search' => [
'enabled' => true,
'searchable' => true,
'boost' => 1.79,
],
'comment' => 'Last name of the contact',
'merge_filter' => 'selected',
'required' => true,
'importable' => 'required',
'audited' => true,
'pii' => true,
],
'name' => [
'name' => 'name',
'vname' => 'LBL_NAME',
'type' => 'fullname',
'fields' => ['last_name', 'salutation', 'title'],
'sort_on' => 'last_name',
'source' => 'non-db',
'group' => 'last_name',
'db_concat_fields' => [1 => 'last_name'],
'importable' => 'false',
'duplicate_on_record_copy' => 'always',
],
'full_name' => [
'name' => 'full_name',
'vname' => 'LBL_NAME',
'type' => 'fullname',
'fields' => ['last_name', 'salutation', 'title'],
'sort_on' => 'last_name',
'source' => 'non-db',
'group' => 'last_name',
'db_concat_fields' => [1 => 'last_name'],
'studio' => ['listview' => false],
'duplicate_on_record_copy' => 'always',
],
'title' => [
'name' => 'title',
'vname' => 'LBL_TITLE',
'type' => 'varchar',
'len' => '100',
'duplicate_on_record_copy' => 'always',
'comment' => 'The title of the contact',
'audited' => true,
'pii' => true,
],
'facebook' => [
'name' => 'facebook',
'vname' => 'LBL_FACEBOOK',
'type' => 'varchar',
'len' => '100',
'duplicate_on_record_copy' => 'always',
'comment' => 'The facebook name of the user',
'audited' => true,
'pii' => true,
],
'twitter' => [
'name' => 'twitter',
'vname' => 'LBL_TWITTER',
'type' => 'varchar',
'len' => '100',
'duplicate_on_record_copy' => 'always',
'comment' => 'The twitter name of the user',
'audited' => true,
'pii' => true,
],
'googleplus' => [
'name' => 'googleplus',
'vname' => 'LBL_GOOGLEPLUS',
'type' => 'varchar',
'len' => '100',
'duplicate_on_record_copy' => 'always',
'comment' => 'The google plus id of the user',
'audited' => true,
'pii' => true,
],
'department' => [
'name' => 'department',
'vname' => 'LBL_DEPARTMENT',
'type' => 'varchar',
'len' => '255',
'duplicate_on_record_copy' => 'always',
'comment' => 'The department of the contact',
'merge_filter' => 'enabled',
],
'do_not_call' => [
'name' => 'do_not_call',
'vname' => 'LBL_DO_NOT_CALL',
'type' => 'bool',
'default' => '0',
'audited' => true,
'duplicate_on_record_copy' => 'always',
'comment' => 'An indicator of whether contact can be called'
],
'phone_home' => [
'name' => 'phone_home',
'vname' => 'LBL_HOME_PHONE',
'type' => 'phone',
'dbType' => 'varchar',
'len' => 100,
'duplicate_on_record_copy' => 'always',
'unified_search' => true,
'full_text_search' => ['enabled' => true, 'searchable' => true, 'boost' => 0.97],
'comment' => 'Home phone number of the contact',
'merge_filter' => 'enabled',
'audited' => true,
'pii' => true,
],
'phone_mobile' => [
'name' => 'phone_mobile',
'vname' => 'LBL_MOBILE_PHONE',
'type' => 'phone',
'dbType' => 'varchar',
'len' => 100,
'unified_search' => true,
'full_text_search' => ['enabled' => true, 'searchable' => true, 'boost' => 0.96],
'comment' => 'Mobile phone number of the contact',
'merge_filter' => 'enabled',
'duplicate_on_record_copy' => 'always',
'audited' => true,
'pii' => true,
],
'phone_work' => [
'name' => 'phone_work',
'vname' => 'LBL_OFFICE_PHONE',
'type' => 'phone',
'dbType' => 'varchar',
'len' => 100,
'audited' => true,
'unified_search' => true,
'full_text_search' => ['enabled' => true, 'searchable' => true, 'boost' => 0.95],
'comment' => 'Work phone number of the contact',
'merge_filter' => 'enabled',
'duplicate_on_record_copy' => 'always',
'audited' => true,
'pii' => true,
],
'phone_other' => [
'name' => 'phone_other',
'vname' => 'LBL_OTHER_PHONE',
'type' => 'phone',
'dbType' => 'varchar',
'len' => 100,
'unified_search' => true,
'full_text_search' => ['enabled' => true, 'searchable' => true, 'boost' => 0.94],
'comment' => 'Other phone number for the contact',
'merge_filter' => 'enabled',
'duplicate_on_record_copy' => 'always',
'audited' => true,
'pii' => true,
],
'phone_fax' => [
'name' => 'phone_fax',
'vname' => 'LBL_FAX_PHONE',
'type' => 'phone',
'dbType' => 'varchar',
'len' => 100,
'unified_search' => true,
'full_text_search' => ['enabled' => true, 'searchable' => true, 'boost' => 0.93],
'comment' => 'Contact fax number',
'merge_filter' => 'enabled',
'duplicate_on_record_copy' => 'always',
'audited' => true,
'pii' => true,
],
'primary_address_street' => [
'name' => 'primary_address_street',
'vname' => 'LBL_PRIMARY_ADDRESS_STREET',
'type' => 'text',
'dbType' => 'varchar',
'len' => '150',
'comment' => 'The street address used for primary address',
'group' => 'primary_address',
'group_label' => 'LBL_PRIMARY_ADDRESS',
'merge_filter' => 'enabled',
'duplicate_on_record_copy' => 'always',
'full_text_search' => [
'enabled' => true,
'searchable' => true,
'boost' => 0.29,
],
'audited' => true,
'pii' => true,
],
'primary_address_street_2' => [
'name' => 'primary_address_street_2',
'vname' => 'LBL_PRIMARY_ADDRESS_STREET_2',
'type' => 'varchar',
'len' => '150',
'source' => 'non-db',
'duplicate_on_record_copy' => 'always',
'audited' => true,
'pii' => true,
],
'primary_address_street_3' => [
'name' => 'primary_address_street_3',
'vname' => 'LBL_PRIMARY_ADDRESS_STREET_3',
'type' => 'varchar',
'len' => '150',
'source' => 'non-db',
'duplicate_on_record_copy' => 'always',
'audited' => true,
'pii' => true,
],
'primary_address_city' => [
'name' => 'primary_address_city',
'vname' => 'LBL_PRIMARY_ADDRESS_CITY',
'type' => 'varchar',
'len' => '100',
'group' => 'primary_address',
'comment' => 'City for primary address',
'merge_filter' => 'enabled',
'duplicate_on_record_copy' => 'always',
'audited' => true,
'pii' => true,
],
'primary_address_state' => [
'name' => 'primary_address_state',
'vname' => 'LBL_PRIMARY_ADDRESS_STATE',
'type' => 'varchar',
'len' => '100',
'group' => 'primary_address',
'comment' => 'State for primary address',
'merge_filter' => 'enabled',
'duplicate_on_record_copy' => 'always',
'audited' => true,
'pii' => true,
],
'primary_address_postalcode' => [
'name' => 'primary_address_postalcode',
'vname' => 'LBL_PRIMARY_ADDRESS_POSTALCODE',
'type' => 'varchar',
'len' => '20',
'group' => 'primary_address',
'comment' => 'Postal code for primary address',
'merge_filter' => 'enabled',
'duplicate_on_record_copy' => 'always',
'audited' => true,
'pii' => true,
],
'primary_address_country' => [
'name' => 'primary_address_country',
'vname' => 'LBL_PRIMARY_ADDRESS_COUNTRY',
'type' => 'varchar',
'group' => 'primary_address',
'comment' => 'Country for primary address',
'merge_filter' => 'enabled',
'duplicate_on_record_copy' => 'always',
'audited' => true,
'pii' => true,
],
'alt_address_street' => [
'name' => 'alt_address_street',
'vname' => 'LBL_ALT_ADDRESS_STREET',
'type' => 'text',
'dbType' => 'varchar',
'len' => '150',
'group' => 'alt_address',
'group_label' => 'LBL_ALT_ADDRESS',
'comment' => 'Street address for alternate address',
'merge_filter' => 'enabled',
'duplicate_on_record_copy' => 'always',
'full_text_search' => [
'enabled' => true,
'searchable' => true,
'boost' => 0.28,
],
'audited' => true,
'pii' => true,
],
'alt_address_street_2' => [
'name' => 'alt_address_street_2',
'vname' => 'LBL_ALT_ADDRESS_STREET_2',
'type' => 'varchar',
'len' => '150',
'source' => 'non-db',
'duplicate_on_record_copy' => 'always',
'audited' => true,
'pii' => true,
],
'alt_address_street_3' => [
'name' => 'alt_address_street_3',
'vname' => 'LBL_ALT_ADDRESS_STREET_3',
'type' => 'varchar',
'len' => '150',
'source' => 'non-db',
'duplicate_on_record_copy' => 'always',
'audited' => true,
'pii' => true,
],
'alt_address_city' => [
'name' => 'alt_address_city',
'vname' => 'LBL_ALT_ADDRESS_CITY',
'type' => 'varchar',
'len' => '100',
'group' => 'alt_address',
'comment' => 'City for alternate address',
'merge_filter' => 'enabled',
'duplicate_on_record_copy' => 'always',
'audited' => true,
'pii' => true,
],
'alt_address_state' => [
'name' => 'alt_address_state',
'vname' => 'LBL_ALT_ADDRESS_STATE',
'type' => 'varchar',
'len' => '100',
'group' => 'alt_address',
'comment' => 'State for alternate address',
'merge_filter' => 'enabled',
'duplicate_on_record_copy' => 'always',
'audited' => true,
'pii' => true,
],
'alt_address_postalcode' => [
'name' => 'alt_address_postalcode',
'vname' => 'LBL_ALT_ADDRESS_POSTALCODE',
'type' => 'varchar',
'len' => '20',
'group' => 'alt_address',
'comment' => 'Postal code for alternate address',
'merge_filter' => 'enabled',
'duplicate_on_record_copy' => 'always',
'audited' => true,
'pii' => true,
],
'alt_address_country' => [
'name' => 'alt_address_country',
'vname' => 'LBL_ALT_ADDRESS_COUNTRY',
'type' => 'varchar',
'group' => 'alt_address',
'comment' => 'Country for alternate address',
'merge_filter' => 'enabled',
'duplicate_on_record_copy' => 'always',
'audited' => true,
'pii' => true,
],
'assistant' => [
'name' => 'assistant',
'vname' => 'LBL_ASSISTANT',
'type' => 'varchar',
'len' => '75',
'unified_search' => true,
'comment' => 'Name of the assistant of the contact',
'merge_filter' => 'enabled',
'duplicate_on_record_copy' => 'always',
'audited' => true,
'pii' => true,
],
'assistant_phone' => [
'name' => 'assistant_phone',
'vname' => 'LBL_ASSISTANT_PHONE',
'type' => 'phone',
'dbType' => 'varchar',
'len' => 100,
'group' => 'assistant',
'unified_search' => true,
'comment' => 'Phone number of the assistant of the contact',
'merge_filter' => 'enabled',
'duplicate_on_record_copy' => 'always',
'audited' => true,
'pii' => true,
],
'picture' => [
'name' => 'picture',
'vname' => 'LBL_PICTURE_FILE',
'type' => 'image',
'dbtype' => 'varchar',
'massupdate' => false,
'reportable' => false,
'comment' => 'Avatar',
'len' => '255',
'width' => '42',
'height' => '42',
'border' => '',
'duplicate_on_record_copy' => 'always',
],
],
'name_format_map' => [
'l' => 'last_name',
's' => 'salutation',
't' => 'title',
],
'uses' => [
'email_address',
'taggable',
],
'relationships' => [],
'indices' => [
[
'name' => 'idx_' . strtolower($module) . '_last_first',
'type' => 'index',
'fields' => ['last_name', 'deleted'],
],
[
'name' => 'idx_' . strtolower($module) . '_first_last',
'type' => 'index',
'fields' => ['last_name', 'deleted'],
],
],
'duplicate_check' => [
'enabled' => true,
'FilterDuplicateCheck' => [
'filter_template' => [
['$and' => [
['last_name' => ['$starts' => '$last_name']],
]],
],
'ranking_fields' => [
['in_field_name' => 'last_name', 'dupe_field_name' => 'last_name'],
]
],
],
];
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