Keep all your Contact Addresses in Sync with the Account

A customer that I was working recently commented on the way addresses are handled in Microsoft CRM 2011, and to be honest I’d never really thought of it as a problem.

The Issue in More Detail. 


Our customer noted that only one address could be created by default and obviously you could add address 2 and maybe even address 3 fields to the form but suddenly everything gets quite cluttered, they then where disillusioned to say the least that the address on the contacts did not stay in sync with the address entered at Account level.  Most consultants reading this will probably think as I did that is easy you just write some JavaScript and configure the form, but when the client has not budgeted for any configuration in areas like this it becomes a real issue for the project.

The Requirement


The requirement was really straight forward and after understanding what I was being told this made a lot of sense and made me think that this is the way CRM should actually work. 
First off the customer needed the business address from the account to synchronise to all related contacts as a read-only business address on the contact form.
Secondly be able to create multiple addresses that only displayed one address block on the form that could be filtered via a business type drop down or pick list field, and had an address for Business, Home and Other.
Thirdly have the option to select a primary address on the contact i.e. one of the three addresses entered that would sync with the standard Address 1 fields in CRM so that when using mail merge on contacts you always got the primary address in the CRM Address 1 fields.

The Solution


I went away and discussed with the MyCRM team and a solution to meet the above requirement was created, the team created a number of plugins and JavaScript around the Contact and Account entity, to meet the requirement

On the contact form we added the new 3 x Address Blocks

 


 
By changing the address selector the relevant information is displayed. You can also set the address to be the primary and this will copy the data to the

We also took all the components that where developed and have created a solution called eAddress which can be found on the download centre

http://downloads.mycrmgroup.com/eAddress.aspx

If you would like any further information re Addresses in Microsoft CRM 2011 then contact our sales team sales@mycrmgroup.com