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Solution For Separate Filtering Of Account Billing and Shipping Address Fields (e.g. State)

Vince Outlaw
over 1 year ago

We need to allow separate filtering on the Account Shipping Address Fields (e.g. State) and the Billing Address fields. We also would like this for the Contact address fields. Has anyone developed a solution for this? 

Details...

This started with a question about what the "State" filter in the Contacts module was filtering on. Based on the Studio / Contacts / Layouts / Search (see screenshot in Note) list, the State filter uses the address_state field, but there is not a field in Studio / Contacts / Fields called that. What is the "address_state" (and "address_country", "address_postalcode", ...) field?

I did a test of "State" filtering a Contact with Primary Address State "CA" and an Alternate Address State "WA", the Contact came back in results regardless of whether I searched "State" for "WA" or "CA"! The only thing I can think of is that "address_XXXX" are special fields that search across Primary and Alternate Address fields, but I couldn't find documentation of this in Contact module or elsewhere.


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  • +1 over 1 year ago

    Hello Vince,

    There is always an option to go in Sugar developing for the needs
    But in many cases, a no-code configuring approach could be applied.

    There are two complementary no-code tools for SugarCRM:
    - LogicBuilder -  for configuring Sugar logic behavior via drawing flowcharts
    - Studio - for configuring fields and interfaces

    With the no-code Studio tool, we are in a position to add 2 additional calc fields - per one for each address’s State field, and use those calc fields for search.
    This will make Sugar list filtering not feed you with companies to bill to e.g. Wyoming while you set the filter for shipping to Wyoming.

    Here is how to configure that in 3 steps:

    1. Open Studio
    2. Add 2 calculated fields billing state search and shipping state search for Account

        

    1. Add new fields to Account Search

    Now, if to Open the list of Accounts and perform Recalculate Values filling out brand new fields with states names for all the Accounts, then the filter will provide the required filtering behavior:

     

    Vince,
    If you need any other adjustments, please feel free to drop me a line to dch@integroscrm.com

    If possible, we always suggest no-code solutions first for our customers, because employing no-code tools saves time and subscriber’s budget when it is necessary to set up and support Sugar platform that performs according to unique subscribers' needs.

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

Reply
  • +1 over 1 year ago

    Hello Vince,

    There is always an option to go in Sugar developing for the needs
    But in many cases, a no-code configuring approach could be applied.

    There are two complementary no-code tools for SugarCRM:
    - LogicBuilder -  for configuring Sugar logic behavior via drawing flowcharts
    - Studio - for configuring fields and interfaces

    With the no-code Studio tool, we are in a position to add 2 additional calc fields - per one for each address’s State field, and use those calc fields for search.
    This will make Sugar list filtering not feed you with companies to bill to e.g. Wyoming while you set the filter for shipping to Wyoming.

    Here is how to configure that in 3 steps:

    1. Open Studio
    2. Add 2 calculated fields billing state search and shipping state search for Account

        

    1. Add new fields to Account Search

    Now, if to Open the list of Accounts and perform Recalculate Values filling out brand new fields with states names for all the Accounts, then the filter will provide the required filtering behavior:

     

    Vince,
    If you need any other adjustments, please feel free to drop me a line to dch@integroscrm.com

    If possible, we always suggest no-code solutions first for our customers, because employing no-code tools saves time and subscriber’s budget when it is necessary to set up and support Sugar platform that performs according to unique subscribers' needs.

    Best Regards,
    Dmytro Chupylka

    integroscrm.com
    We make work in Sugar CRM system faster, more convenient and efficient

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