TellMe IVR Solutions

TellMe is Microsoft IVR solution for both incoming and outgoing voice calls tied into a wide variety of data sources. More than 40 million people use Tellme every month to reach the people, businesses and information they need on the phone and on the go. Businesses use Tellme to create a better experience for their callers. Tellme improves the way phones connect people and businesses with each other.

Our add-in allows for customers to use the Notifier service to make automatic phone calls based upon user selected accounts. Based upon that phone call, TellMe can either leave a voicemail or engage in an IVR exchange.

Our add-in works from the CRM workflow, so imagine the possibilities:
Client Service Call - Call and let them know someone is coming...
New Client, Call with important info....

The posiblities are endless...

This was written for a bank with many thousands of CRM seats...

Forcing a CRM Wildcard Lookup

if (crmForm.all.USPTO_fundid.DataValue == null) {
try {

var lookupItem = new Array();
lookupItem[0] = new LookupControlItem("", 10010, "*" + USPTO_glaccountsegment3id+"*");
crmForm.all.USPTO_fundid.DataValue = lookupItem;
crmForm.all.USPTO_fundid.Lookup(true); // Pop the lookup
// Set the form control value to the lookupItem that you just created.
}
catch (err) {

}
}

Fun Javascript CRM Month is off by one....

Why does this always come up with the wrong date???

try{

inhabc_monthenddate = crmForm.all.habc_monthenddate.DataValue.getUTCFullYear().toString()+'/'+
crmForm.all.habc_monthenddate.DataValue.getUTCMonth().toString()
crmForm.all.habc_monthenddate.DataValue.getUTCDate().toString();
} catch(err) {inhabc_monthenddate='';}

Because Javascript numbers months from 0 to 11.

try{
var ismonth = crmForm.all.habc_monthenddate.DataValue.getUTCMonth()+1;
inhabc_monthenddate = crmForm.all.habc_monthenddate.DataValue.getUTCFullYear().toString()+'/'+
ismonth.toString()+'/'+
crmForm.all.habc_monthenddate.DataValue.getUTCDate().toString();
} catch(err) {inhabc_monthenddate='';}

Hiding unnecessary menus in MSCRM

You removed pricelevel from the form and now that it is back, CRM does not know how to properly call the price level lookup.

Need to hide navbar items and control user interaction a bit better?

Here is a java script that will hide CRM nav bar items...
Put this in the onload of a form..

var navBar = document.getElementById("crmNavBar");
var optionItems=navBar.getElementsByTagName("nobr");
for (i=0; i{
if ((optionItems[i].innerText == "Travel") && (optionItems[i].parentElement) )
optionItems[i].parentElement.style.display="none";

if ((optionItems[i].innerText == "Intake") && (optionItems[i].parentElement) )
optionItems[i].parentElement.style.display="none";
if ((optionItems[i].innerText == "Social Services") && (optionItems[i].parentElement) )
optionItems[i].parentElement.style.display="none";
if ((optionItems[i].innerText == "Dossier") && (optionItems[i].parentElement) )
optionItems[i].parentElement.style.display="none";

}