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
Hi Rachel Craft,
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
Hi Rachel Craft,
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
