Show both "name" and "customer_number_c" in the SQS for Accounts

I have changed our Accounts default filters to allow the users to enter a Name or Customer Number when linking an Account to other records in our SugarCRM via Relate Field (be it an actual relate field or one defined by a 1:M relationship).

When they search using the SQS they would like the SQS dropdown to display both Name AND Customer Number.

For example, when entering customer number 123 in the relate field's SQS it will pull up accounts with customer number 123 but also 1234 and the dropdown will display only the account names, and not the customer number.

Ideally they want to see both "Name CustomerNumber" or "Name (CustomerNumber)"... you get the idea.

Thanks,
Francesca

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  • I don't have any code yet, I'm thinking through the better solution, but thank you for the offer!

    I'm thinking that to stay inside the framework, I am going to define a non-editable calculated field that will concatenate name and number and use that as the rname.

    Or reverse engineer the full_name on Contacts/Leads and do something similar.

    I looked at db_concat_fields, but the way the query is composed does not allow for custom fields to be used... so I need to dig deeper into the code to see what else I could do.

    Thanks!