Ready Set Go
作者 Kevin van Rooij Consultancy
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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;
概览
