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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! 

  • 0 in reply to Jerry Clark

    Thank you ,

    Our Director of Marketing uses a transfer file to associate a variety naming protocols we've used for our Customers over the years for the same customer. Serving Utilities, Cooperatives and Municipalities makes it very challenging sometimes to keep names up-to-date, esp. when mergers happen, or they update names (and we aren't alway informed).  An added challenge has been that our Marketing platforms have changed multiple times and Billing lives outside Sugar (the only Process, pretty much). 

    Because every area of our company uses Sugar for their processes, Marketing relies on reports to tie in forms of engagement but deals with a lot of noise because of variations of naming conventions. 

    When he needs to verify contact or product info he was hoping that by having the account ID able to be displayed it would save time verifying other items, and afford the ability to place in a preview, dashlet, etc., or extend other capabilities of fields living in Studio. 

    On my behalf, I just thought it curious I couldn't locate infomation about the reason why it couldn't be displayed. Your reply makes sense to me; but when Users ask me why Sugar CAN'T do something,  I feel a responsibility to find out why :) 

    Thanks for the enlightenment!

    Missy

  • 0 in reply to Missy Brooks

    Hi Missy,

    I completely understand and it doesn't hurt to ask Slight smile

    If you wanted to proceed with this type of customizarion to Accounts, a developer would need to create:

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

    <?php

//enable the id field in studio
$dictionary['Account']['fields']['id']['studio'] = true;

//default the fields view properties
$dictionary['Account']['fields']['id']['displayParams'] = [
    //make sure this field is readonly
    'readonly' => true,
    //hide the id on create views
    'dependency' => 'greaterThan(strlen($id),0)'
];

    Then navigate to Admin > Repairs > Quick Repair and Rebuild. The ID field will now be available for Accounts in Studio.


    I've also created a more detailed post with an installable package should your team want to test out this customization: 

    upsertconsulting.com/.../

    Co-Founder | SugarCRM's 2023 Emerging Reseller of the Year & Fastest Growing Outfitters Partner

  • 0 in reply to Jerry Clark

    Thanks for this information. I appreciate your willingness to help and share!