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Can I view the SugarCRM "record ID Number" within the customer module. 

Katie DelValle

Can I view the Sugar record ID Number within the customer/account module, ideally in the system properties tab? We have a lot of records (150,000+) in our database and have found many duplicates. In an attempt to try to avoid duplicates from importing from our billing system I was thinking of having sales reps enter the Sugar record number on their contract so during import the systems would match this number up first instead of creating a duplicate record. Is this possible without exporting the records? And how would I get this record number visible from within any of the modules? 

Thanks! 

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  • 0 Sugar Employee Badge

    Hi Katie DelValle,

    I understand this request in terms of including the ID in the import file so it checks for and does not create records with those duplicate IDs.

    In the pursuit of getting this information for that import file, you have asked about displaying the ID number in the record. I think I am missing a step in this approach, though, because you mentioned wanting to avoid exporting, which means it is unclear how the ID number information displayed in the record is going to get from the screen into the import file.

    Keep in mind a few things:

    1. Import only looks for record ID when it checks for duplicates. It would require a custom coded solution to check a different field for duplicates.

    2. The record ID number is displayed in the URL of the record when viewing it, so it is already onscreen if your user has their browser displaying the URL bar.

    With very minimal custom coding, you can make a calculated custom field that displays the ID number in the record the following way:

    1. For Accounts, create a custom text-type field in Studio called id_num_c

    2. Calculate this field with the following interim field variable: $name

    3. Save this new field in Studio

    3. In the code, locate/edit the file at:

    custom/Extension/modules/Accounts/Ext/Vardefs/sugarfield_id_num_c.php

    4. Edit the line:

    $dictionary['Account']['fields']['id_num_c']['formula']='$name';

    5. Change it to:

    $dictionary['Account']['fields']['id_num_c']['formula']='$id';

    6. Or install through Module Loader a custom file to the above file directory path with this definition change.

    I hope this helps!

  • 0 in reply to Patrick McQueen

    I will give this solution a try. The main reason why we were hoping to have the number displayed in the record is because for our sales process the sales reps will add in their pre-sales notes in Sugar. Once the sale is awarded the customer information is manually entered into a separate billing system - which then imports data to Sugar using the company name to check for duplicates. At the end of the day this has ended up creating a lot of duplicates. 

    I'll come back and update the thread if this works! Thanks again. 

  • 0 in reply to Katie DelValle

    Hey Patrick,

    I think the ID is needed in a visible field to copy it via c&p into the billing system which will be used to send the contracts back to its destination

    Cheers

    Björn Canales Pfisterer

    Technical Support Manager

    provalida GmbH

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