SharePoint CRM V1.2 Released

In case you missed it, I recently released version of SharePoint CRM – Download

Along with minor improvements, here are the updates:

  • Projects can now have multiple clients and project managers – Also multiple Contacts related to the client can be added to the project form.
  • Added text filters to allow wildcard case insensitve searching
  • Added error checking for any un-connected date filters
  • Improved User Guide

Create a wildcard, case insensitive filter

I’ve recently found the need to create a user friendly filter for a multiple value column, rather than the users having to enter a case sensitive query.  In the following example I used the dataview web part, though the trick is down to the XSLT filtering so its adaptable, here’s how:

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