We have managed to win over many customers records in the past decade and all the data is safely maintained in our SageCRM. Although my marketing and sales teams strive hard to make sure that the data is accurate there could definitely be instances where the data in not complete. How do we identify such data without actually checking each and every field on the screen? Wouldn’t it be great if we show some kind of an indication on the screen that will force him to check that record more thoroughly?
Instead of a normal text at the top of the screen it would be more “attention seeking” if we display the entire SageCRM block with a particular color. I am sure that you will not miss it? Here is what we did.
Note: Please click the images to enlarge them.
In the example above, we have used the company source field. If the company source field in blank then display the block in yellow background. This looks to be so simple. I mean how can you not see the source field on the screen but consider a scenario where you have around 20 fields that stretch across your display screen. If you need to check for values you need to scroll down and see it.
We just have to add the “required” fields in the check list and in case any of these fields are blank you will be able to identify that record immediately.
This reminds me of a game I used to play long time ago. The game was about shooting the ducks that came charging at you. If there are no ducks then you don’t shoot at empty fields, do you? Similarly only if the screen has yellow all over it then you go ahead and correct the record. Not complicated stuff but very useful.