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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

    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

     Hi Patrick, 

    I know this is an older thread, but it's the closest one to what I'm searching for: the reason why an account ID cannot be displayed (trying to answer to Marketing Director's request, then question as to why Sugar doesn't have the native option add to record view). I have created a report for lookup, shared the url option, but cannot locate Sugar's reason for not allowing studio to add it to record view. Can you advise? Thank you for any info!

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