https://store-images.s-microsoft.com/image/apps.49745.c90c2409-16a4-4377-a070-fb67685bfeb8.d08c69b7-9099-4ec6-83cc-9c126125a47c.9a4b6787-f4df-4163-b251-8de443e465dd

Ready Set Go

by Kevin van Rooij Consultancy

Adds features every CRM should have: salutations, IBAN validation, international phone validation

Recognize the following requirements?

We want to..
  • ..have (in)formal salutations for our Contacts based on their language and preference to streamline our outgoing communication;
  • ..be able to validate whether phone numbers are actually valid based on the country of the contact or account;
  • ..be able to validate whether postal codes are actually valid based on the country of the contact or account;
  • ..be able to validate whether an IBAN used is actually a valid IBAN based on the country of the contact or account;

This solution aims to tackle the above and contains the following features:

  • IBAN validation for Account and Contact based on the modulo 97 industry standard;
  • Postal Code validation for Account and Contact based using Country records supplied in this solution;
  • Phone number validation, identification and formatting for Account and Contact using Google's popular open-source libphonenumber library;
  • Salutation generation for Contact based on Gender and Formality using Language records supplied in this solution;

Important: by design, the validations do not prevent a user from saving records with invalid data. This functionality can very easily be added based on the results of the validations.

Technical contents

  • New tables
    • Country
      • Country records with their ISO Code A2 and Postal Code Validation - these can be edited after installation if necessary;
    • Language
      • Language records with predefined salutations - these can be edited after installation if necessary;
  • Additions to default tables
    • Account:
      • Country (lookups);
      • Postal Codes validations;
      • IBAN field (text) with validation;
      • Phone number type (choice) / region code (text) / validity (choice) for Main Phone (telephone1) and Other Phone (telephone2);
    • Contact:
      • Country (lookups);
      • Language (lookup);
      • Formality (choice: formal/informal);
      • Salutation (Formula column, uses Language, Formality and Gender);
      • Phone Number Type(choice) / Region Code (text) / Validity (choice) for Main Phone (telephone1), Other Phone (telephone2) and Mobile Phone (mobilephone);
  • Plugins
    • IBAN validation plugin using the modulo 97 industry standard;
    • Phone number validation plugin using Google's popular open-source libphonenumber library, which includes:
      • Parsing, formatting, and validating phone numbers for all countries/regions of the world;
      • Gets the type of the number based on the number itself; able to distinguish Fixed-line, Mobile, Toll-free, Premium Rate, Shared Cost, VoIP, Personal Numbers, UAN, Pager, and Voicemail (whenever feasible);
    • Postal code validation plugin using regular expressions;
  • Security
    • A new security role 'Ready Set Go'. This allows users to read and append data from the Country and Language tables;
  • A new model driven app 'Ready Set Go' to configure Countries and Languages, and viewing all custom Account and Contact fields on a supplied form;

At a glance

https://store-images.s-microsoft.com/image/apps.56437.c90c2409-16a4-4377-a070-fb67685bfeb8.d08c69b7-9099-4ec6-83cc-9c126125a47c.56d78127-9475-44f4-9e2b-9e9fa486bc34
https://store-images.s-microsoft.com/image/apps.4153.c90c2409-16a4-4377-a070-fb67685bfeb8.d08c69b7-9099-4ec6-83cc-9c126125a47c.04e0d6a0-a6e0-4218-bac7-8a4b8a985dbc
https://store-images.s-microsoft.com/image/apps.35915.c90c2409-16a4-4377-a070-fb67685bfeb8.d08c69b7-9099-4ec6-83cc-9c126125a47c.02372ab4-84a1-4dd1-a3dd-7146aa9cdb23
https://store-images.s-microsoft.com/image/apps.32090.c90c2409-16a4-4377-a070-fb67685bfeb8.d08c69b7-9099-4ec6-83cc-9c126125a47c.ce2b0825-6922-497b-a2ec-288f29680d62
https://store-images.s-microsoft.com/image/apps.30991.c90c2409-16a4-4377-a070-fb67685bfeb8.d08c69b7-9099-4ec6-83cc-9c126125a47c.83ca35db-db65-483f-861e-32ebb00cd2c3