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Ludicrous Age Field Functionality February 18, 2013

Posted by Ivor's Window to the IT and CRM World in Microsoft CRM.
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Ludicrous Age Field Functionality

Continuing with some stories from the past, I can recall one project where we were replacing an existing system aligned to the Healthcare industry dealing with an aged contact base where I found some ludicrous functionality which is still possible to emulate today.

On the contact record a field had been added called Age. This field performed a calculation based on the captured date of birth and showed the age of the person. This field was updated by an overnight process.

However as many of the contacts in the system had passed away, and there was no functionality to stop the ageing process or even archive records the database was riddled with contacts over 110 and 120 years old. This was carried through to reporting and over time even affected the decision making of the institution.

With Microsoft CRM it is easy to create an Age field, and populate it with Jscript. The customisations should however be able to deal with a death scenario. Best practice is to have a date of birth field and not an age field. A date of death field is also a practical idea if the data is available, along with status fields. The Active and Inactive status within Microsoft CRM is not the total panacea for this issue.

This is blog number 4 in the series “The more things change the more they stay the same”.



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