Wednesday, June 29, 2011

CRM 2011 Postcode Lookup Solution Version 1.0

I have created this postcode lookup solution. You can download the managed solution from here. The name of the solution file is PostCodeSolution_1_0_managed. The solution consists of 4 files

  • new_Json2.js (Javascript webresource)
  • new_PostCodeScript(Javascript webresource)
  • new_postcode(custom entity to store postcode information)
  • new_SuburbOptions (HTML webresource)

How does it work:

  • User enters the postcode on postal code field and onchange event of the field, the solution will retrieve postcode records related to entered postcode.
  • If there is a record related to entered postcode, the solution will populate the state, suburb and country fields for you.
  • If there are more than one records related to entered postcode, solution will prompt you to select the appropriate entry.

In the following screen shot, I entered 2000 in postal code field and system prompt to pick the relevant city/suburb.

image

Pros:

  • Clean data entry: The solution will help to minimise data entry errors in address fields.
  • Don’t need to create custom picklist state/or country attributes.
  • Using built-in address fields means, don’t need to modified some of the built-in reports.

Cons:

  • The solution is working only address1_postalcode attribute of an entity. It can work on account , contact or any other entity that has built in address fields.
  • The solution is hard coded to fill built in adress1_city, address1_stateorprovince, address1_country fields only.

Version 2.0 :

I will release version 2.0 soon, which will not use hard coded attributes.

Installation Directions:

  1. Install the postcode solution.
  2. Open the account or contact entity form in customisation mode.
  3. Double click on Postal Code attribute.
  4. Add new_Json2.js and new_PostCodeScript to form libraries.
  5. Call loadPostCodeRequest function from new_PostCodeScript.Save the changes and publish them.

image





















6. Import the Postcodes.

image

  • Import the file into new_postcode entity.

    Note: You can download the US postal Codes from US ZIP CODES.

    You are good to go.

    Feedback please.

Posted by Unknown at 4:20 PM

15 comments:

  1. Rune DaubJuly 11, 2011 at 1:08 AM

    Hi..
    I am having trouble getting this script to work.
    If I implement as you write it says "The value of the property 'loadPostCodeRequest' is null or undefined, not a Function object".
    I am deploying on CRM 2011 online enviroment. Please advice.
    Thx
    Rune Daub

    ReplyDelete
  2. UnknownJuly 11, 2011 at 10:37 PM

    Hi Rune,

    I update the solution file. Try it again. It will work this time.
    Just make sure you are referring new_PostCodeScript without "s" at the end and not new_PostCodeScrips.

    ReplyDelete
  3. Rune DaubJuly 11, 2011 at 11:03 PM

    Now getting an error saying:
    "Unable to get value of the property 'getEventSource' is null or undefined"

    ReplyDelete
  4. UnknownJuly 12, 2011 at 4:37 PM

    Hi Rune,

    I tested this solution on CRMOnline and its's working perfectly fine. There must be some other issue.

    ReplyDelete
  5. AnonymousAugust 8, 2011 at 7:01 AM

    HI, I tried this in a 2011 online install and when the onchange kicks in, it gives the following error:
    There was a problem with this field's customized event.
    Field:address1_postalcode
    Event:onchange
    Error:'undefined' is null or not an object

    Any clues, thank you, Angus

    ReplyDelete
  6. AnonymousAugust 8, 2011 at 7:51 AM

    Sorry, last post I meant On Premise install!.

    ReplyDelete
  7. AnonymousAugust 9, 2011 at 1:45 AM

    We got the same error with our On-Premise Install.

    Field:address1_postalcode
    Event:onchange
    Error:'undefined' is null or not an object

    When changing the event handler and enabling (ticking) the "Pass execution context as first parameter" the error changes to the following:

    Field:address1_postalcode
    Event:onchange
    Error:Access is denied

    Any clues Singh ??????????

    ReplyDelete
  8. UnknownAugust 9, 2011 at 5:45 AM

    Hi Try using the proper url to start a crm like
    http://crm2011:5555/crm5.
    Don't use http://localhost:5555/crm.
    It takes a bit of a time the first time. After that it will be ok.

    ReplyDelete
  9. UnknownAugust 10, 2011 at 4:57 AM

    Change the event handler and tick the "Pass execution context" as first parameter

    ReplyDelete
  10. AnonymousMarch 23, 2012 at 9:55 AM

    Hi, we could use this if it was using configurable attributes and worked with UK postcode data.

    How is that version 2.0 coming on or has development stopped

    thanks
    Paul
    pbenfield@soilassociation.org

    ReplyDelete
    Replies
    1. UnknownMarch 26, 2012 at 5:17 PM

      Hi Paul,

      I think, I already sent you an email about it. I will post the code in April.

      Regards,

      Delete
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    ReplyDelete
  12. AnonymousJanuary 31, 2013 at 11:43 AM

    Hi,

    Will this work with a US version of CRM 2011 online after the latest update on 10 Jan 2013?

    Howard

    ReplyDelete
    Replies
    1. UnknownJanuary 31, 2013 at 4:34 PM

      Yeah It should work with all versions of CRM2011.

      Delete
  13. AnonymousSeptember 19, 2013 at 7:51 PM

    HI When I Update an existing record and when changing the Postcode - I get the Pop up with the suburb list and when selected it updates the reqquired fields except for City. City field is blank . Kindly advice.

    ReplyDelete

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