Having spent the first half of my career in Sales and Marketing, I've "lived the dream" and seen what it takes to be successful as the "doer" in an organization. I've been a member of direct sales, channel sales, sales engineering, and sales management teams in small, medium, and large companies. I've been in call center environments as well as lived the life of a street peddler/traveling salesman. I've been involved in brand marketing and demand generation strategy development. I've assisted in as well as managed product development and lifecycle management. I've sold hard goods and soft goods. I've represented services across many industries - from banking to high tech. In a nutshell, "been there, done that"....
After conquering the Sales and Marketing functions in business, I shifted to the solutions & tools side of the world and began consulting on technologies and tools that enhance these functions within an organization. Just a short year into it, Microsoft launched CRM 1.0 and I saw the light and bet my career on this technology/platform. Seven years later and I'm one of the few remaining who have been along for the entire ride. Even though I am now one among many who are becoming certified in the product, not many of the others can relate user request to the history of the major release cycles for the product which is critical in understanding not just what the product is or can do, but what is a realistic possibility for immediate solution development or future embedded features.
If you're looking for a whole CRM answer you should find it here!
Many times in health related organizations, it is necessary to keep track of the age categories for patients. While one might think that this would be an easy out-of-the-box configuration, it's really not (...yet).
Just for fun and a bit of edification to users getting started with JScripting, I put the following scenario together with the sample script below. Enjoy!
Inside the script it does the following things:
(The script is verbose to allow for easier reading.)
//END FLAG APPROPRIATE AGEGROUP AND HIDE ALL OTHERS
P.S. Keep in mind that while this example is a functional example, an optimized model might be to incorporate a typed array with the field names then call them in a for...in loop.
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