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…

We have some users who tend to cut and paste and sometimes insert a space at the front of a name when creating/importing a record. I can trim that name in a before_save logic hook, per module, but we already have a bunch of such names (sigh), and the…