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Custom Field Search

Rachel Craft

Is there a way of all users being able to search a created field?  This field is a unique Company Registration Number from UK Companies House.  We need to be able to track if this is already logged within Sugar to avoid duplication.  

I'm loath to play with the coding as this is not my forte.  I'm hoping there's a simple thing to do that I have missed.   All users are globally visible 

Thanks 

Rachel 

  • 0

    You can add your field to global search and add your field to the search for the module.


    with the global search, any user will be able to search for the value using the global search box at the top of the browser window, or via global search in the mobile app.

    After you add the field to global search, you will need to tell the search engine to reindex the Module, so that it reads the field.

    You can also ask a developer to add the field to the duplication rules. If a user where to enter a duplicate value, the user will be prompted that it is a duplicate.

  • 0

    Hi ,

    If I'm understanding your inquiry correctly, I think you are looking to ensure records created in a certain module are not duplicates of an existing record based on the 'Company Registration Number' field you created in that module. If my understanding is accurate, then Sugar does not have a way to natively detect duplicates based on this criteria. 

    I am happy to share that we have a plugin, Upsert Deduplicate, that meets this exact need! You define the exact criteria to detect potential duplicates in your system, and with our latest release, you can also restrict users from creating duplicates in one or more modules when those criteria are detected. 

    Contact us through our website if you would like to learn more or you can start a 30-day trial and we will assist you in the initial setup of the plugin.

    Chris

    Co-Founder | SugarCRM's 2024 Global Outfitters Partner of the Year