Sage CRM 2018 R1: How a user's Favourite Records are stored in CRM.

Hints, Tips and Tricks

Technical Hints Tips and Tricks that cover customization and development using Sage CRM. API usage and coding are covered.

Sage CRM 2018 R1: How a user's Favourite Records are stored in CRM.

  • Comments 3
  • Likes

In the screenshot below, you can see that a user has selected certain records as their favourites.

When a user marks a record as a favourite, an Ajax call is made from the interface to insert a record into the database table 'UserRecords'.

The records that are created can be accessed by using the following SQL:

select * from userrecords where usrc_userid = 1 and usrc_type = 'Favourites'

The important fields are:

  • usrc_userid = The Primary Key value for the User
  • usrc_entityid = The ID value that identifies which entity type is accessed. Every table in the system is described in the metadata table custom_tables. This includes custom entities.
  • usrc_recordid = The Primary Key value for the record that is favourited.
Comments
  • Jeff, is there a way to sort the favorites list alphabetically when displayed?  Looks like it is currently in the order that they are added?

  • I don't know of a way.  I'll do some investigating.

  • Thanks Jeff!