Introduction to Mashup Solution Creation Up to this point in the series, three different SharePoint lists have been created to build the mashup solution: Customers, Customer Contacts, and Interactions. These lists were built with explanations around their significance in the bigger picture. The steps to create a mashup solution will Read more
Introduction to Capturing Interactions This is the second take on how to capture interactions with clients in the SharePoint mashup CRM this series is building. The previous post talked about using the append feature of multi-line text fields in a SharePoint list. The first idea using append had both pros Read more
Introduction to the Append Choice When working with SharePoint, there are often situations where there are multiple ways to accomplish the same task. The reason why this post is Part 3a is to explore two possible solutions to capture customer interaction. This post examines the utilization of the append feature Read more
Introduction – Customer Contacts This series of posts is building a CRM using the concept of a Mashup by utilizing out of box SharePoint capabilities. In this post, the setting up of the custom list, Customer Contacts will create another necessary part. Each individual part of this series may seem Read more
Forward SharePoint is beyond a file repository, and this post is just the beginning of showing you what SharePoint can do for you. When asked what SharePoint is, many who work with it will tell you it is a great place to collaborate on files. A great place for collaboration Read more
Building a SharePoint List – Why? This question is legitimate if you want to know what is beyond the current functionality of Microsoft Forms. It’s true that capturing data is what Microsoft Forms is all about. However, we may need more than the downloadable spreadsheet with the captured data. It Read more
This post will help you whether you are building a site column, list column, or a library column. The behavior is the same across the boards and includes some sound best practices. We are going to look at changing the name of a column (in this case the Title column), Read more
Despite the desire to be alerted to additions, changes, or deletions in Microsoft SharePoint or Microsoft SharePoint Online, I am completely surprised at the fact the alert is not used nearly as often as one might think. Now I completely understand in this day and age, the number of emails Read more