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i doing customize CiviCRM 5.29.1 for Wordpress 5.5.1 last version.

i have many student the same lastname,midlename,lastname

Ex:

Student 1:Nguyen Hoang Phuong, ID:123456

Student 2:Nguyen Hoang Phuong, ID:123457

Student 3:Nguyen Hoang Phuong, ID:123458

All my student only have ID, not email address. only ID difference

ID is my custom field. can i change email to ID when select student in soft credit? easy for select right student.

see attached enter image description here

Thanks

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  • why use a Custom Field - why not use External ID since that is exactly what it is designed for? – petednz - fuzion♦ Sep 30 '20 at 19:18
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Under Administer - Customize Data and Screens - Display Preferences, near the bottom, there's a setting for "Individual Sort Name Format". You can add in some tokens here. Not all tokens work so I don't know if there's one for your custom id, but if there isn't you might be able to find another useful field.

enter image description here

Note when you click save it won't automatically update existing contacts. You'd need to edit and re-save those.

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  • Thanks, default field then working well, but not working with custom field. huhu. difficult for select many contact same name. huhu, can you help me another idea. thank so much – Hai kao Sep 30 '20 at 8:30

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