Forums - Thread Details
  • State Verified Answer
  • Replies 12 replies
  • Answers 1 answer
  • Subscribers 321 subscribers
  • Views 2255 views
  • Users 0 members are here
Related

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

Francesca Shiekh

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

Parents
  • 0

    Perhaps a different way of thinking about this, but could you:

    1. Create a new text field called customer_name - copy the data from the current name field into it
    2. Add the custom name field onto the record view layout so its editable by users
    3. Make the core name field a calculated value and concatenate the customer number and name fields as Name (CustomerNumber)
    4. Recalculate calculated values for all records via listview

    Based on my understanding of your original post, this will match people based upon the customer number in its existing field, and the name which is still the start of the core name field - but as the full name field is now calculated, it will display that in all the expected places, including the type ahead dropdowns when setting relationships.

Reply
  • 0

    Perhaps a different way of thinking about this, but could you:

    1. Create a new text field called customer_name - copy the data from the current name field into it
    2. Add the custom name field onto the record view layout so its editable by users
    3. Make the core name field a calculated value and concatenate the customer number and name fields as Name (CustomerNumber)
    4. Recalculate calculated values for all records via listview

    Based on my understanding of your original post, this will match people based upon the customer number in its existing field, and the name which is still the start of the core name field - but as the full name field is now calculated, it will display that in all the expected places, including the type ahead dropdowns when setting relationships.

Children