Business Recommended Fields
By Rob Harrison, Sr. CRM Analyst, Gateway Solutions
Effective CRM depends on capturing key details about contacts. However, your team may not be able to fill in data for all required fields. Instead, make some fields “business recommended.”
A business recommended field is one where you prefer to have data, but the field is still optional. Ideally, you highlight the field when it is empty (perhaps in red), but allow the user to skip that field if he or she does not have the information for it. This way you can encourage users to enter data without making it impossible for them to move away from the contact when it is empty.
Scenario: If the Phone1 field is empty, we’d like the label to appear in red. Once it is populated, it turns back to the default color.
- Right-Click on the Phone1 field and go to Properties
- Go to the Color Tab.
- Check the option for Label Color | Expression
- Type in IIF((contact1->phone1=" "), 255, -1)

Test this by removing the phone number for one of your contacts.

Reenter the number and verify that the label returns to the default color.
Gateway Solutions works with clients to find the best technology solutions for their needs. The company can be reached at (503)345-9176 or Information@gatewaysolutionsinc.com.

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