Accurate fiscal management is very important for non-profit organizations and internal controls are needed to maintain this accuracy. Data validation forms are time-consuming and difficult to customize without creating new ones from scratch. Recently, a large non-profit client dealing with this issue requested data validation that could be re-purposed.
The entity and attribute validation in Microsoft CRM can gain customer support and adoption using Java Script. Consider creating a library of functions that pass basic parameters to functions for validations such as phone number, capitalization, email and web site. Asking your CRM consultant to spend a few minutes on this reusable code greatly enhances the user experience. Making tabs and sections visible or invisible based on an option set can reduce the length of a form and allow the user to focus on the sections that pertain to their task and create a custom entry form. Use Visual Studio to check for matching parenthesis and brackets and use the IDE for syntax checking.
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By Alan Coopersmith, Senior Application Consultant with