Building Consistency into Free Form Text Fields

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Improve the data quality of your CRM system by building in data consistency into free-form text fields.

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Building Consistency into Free Form Text Fields

  1. 1. Building Consistency into Free Form Text Fields<br />June 29, 2011<br /> © 2011 CRM Innovation LLC All Rights Reserved CRMInnovation.com <br />Slide 1<br />Email Marketing, Event Management and Advanced Internet Web Forms<br />Building Consistency into Free Form Text Fields<br />Jerry WeinstockMicrosoft Dynamics CRM MVPJerry@CRMInnovation.com<br />
  2. 2. Building Consistency into Free Form Text Fields<br />June 29, 2011<br /> © 2011 CRM Innovation LLC All Rights Reserved CRMInnovation.com <br />Slide 2<br />Repetition, Consistency, Patterns, UniformityOutliers, Patterns, Scan-ability, Analysis, Efficiency<br />
  3. 3. Building Consistency into Free Form Text Fields<br />June 29, 2011<br /> © 2011 CRM Innovation LLC All Rights Reserved CRMInnovation.com <br />Slide 3<br />Free Form Text Fields<br />Advantages –adapts to any situation very descriptive relevant dataDisadvantages– SortingFiltering ScanningIrrelevant<br />
  4. 4. Building Consistency into Free Form Text Fields<br />June 29, 2011<br /> © 2011 CRM Innovation LLC All Rights Reserved CRMInnovation.com <br />Slide 4<br />Core Records In CRM<br />
  5. 5. Building Consistency into Free Form Text Fields<br />June 29, 2011<br /> © 2011 CRM Innovation LLC All Rights Reserved CRMInnovation.com <br />Slide 5<br />Building Consistency into Free Form Text FieldsQuestions? <br />
  6. 6. Building Consistency into Free Form Text Fields<br />June 29, 2011<br /> © 2011 CRM Innovation LLC All Rights Reserved CRMInnovation.com <br />Slide 6<br />
  7. 7. Building Consistency into Free Form Text Fields<br />June 29, 2011<br /> © 2011 CRM Innovation LLC All Rights Reserved CRMInnovation.com <br />Slide 7<br />
  8. 8. Building Consistency into Free Form Text Fields<br />June 29, 2011<br /> © 2011 CRM Innovation LLC All Rights Reserved CRMInnovation.com <br />Slide 8<br />function concatIdCompany(){<br /> if (crmForm.all.subject.DataValue == null || crmForm.all.subject.DataValue == ""){<br /> if (crmForm.all.new_idstatus.selectedIndex > 0 && crmForm.all.companyname.DataValue != null){<br /> crmForm.all.subject.DataValue = crmForm.all.new_idstatus.SelectedText + " : " + crmForm.all.companyname.DataValue;<br />crmForm.all.subject.ForceSubmit = true;<br />}}}<br />function concatIdCompany2(){<br /> if (crmForm.all.new_idstatus.selectedIndex > 0 && crmForm.all.companyname.DataValue != null){<br /> crmForm.all.subject.DataValue = crmForm.all.new_idstatus.SelectedText + " : " + crmForm.all.companyname.DataValue;<br /> crmForm.all.subject.ForceSubmit = true;<br />}}<br />function concatIdCompany3(){<br /> if (crmForm.all.name.DataValue == null || crmForm.all.name.DataValue == ""){<br /> if (crmForm.all.new_idstatus.selectedIndex > 0 && crmForm.all.customerid.DataValue[0] != null){<br /> crmForm.all.name.DataValue = crmForm.all.new_idstatus.SelectedText + " : " + crmForm.all.crmForm.all.customerid.DataValue[0].name;<br /> crmForm.all.name.ForceSubmit = true;<br />}}}<br />function concatIdCompany4(){<br /> if (crmForm.all.new_idstatus.selectedIndex > 0 && crmForm.all.customerid.DataValue[0] != null){<br /> crmForm.all.name.DataValue = crmForm.all.new_idstatus.SelectedText + " : " + crmForm.all.customerid.DataValue[0].name;<br /> crmForm.all.name.ForceSubmit = true;<br />}}<br />
  9. 9. Building Consistency into Free Form Text Fields<br />June 29, 2011<br /> © 2011 CRM Innovation LLC All Rights Reserved CRMInnovation.com <br />Slide 9<br />Building Consistency into Free Form Text FieldsJerry WeinstockJerry@CRMInnovation.com 913.492.2764Questions? <br />

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