Help get better and more helpful tooltips on forms in CRM 2011

One of my frustrations in CRM has long been that there is no easy way to get useful tooltips to appear to help end users when they are filling in forms.

Loads of discussions take place during planning meeting about what fields will be included, what their purpose is, what should or should not go into a particular field and what will happen when a user fills it in (eg scripts or workflows, or how the data surfaces in a report). Most of that detailed consideration gets buried in project documents, some of it may be covered in user training, and even less may actually make it into end-user support articles and training hand-outs.

Some of these are common misunderstandings, such as what should you use “Address Name” for? (hint – it’s not the building name nor part of the address, it’s the name of the address, i.e. what do you call this place? answer might be “Head Office” or “North West Distribution centre” for example).

The most obvious place to put this stuff is on the form, and the most logical place is right next to where it is needed, by adding tooltips to the field labels. Yes, I know they do have tooltips, but these simply repeat the text of the field label! Zero value is added by having them there, they don’t even go as far as using the “normal” display name or the description.

There are ways to create tooltips by adding an “onmouseover” event to the field, but since this is a direct DOM hack, this won’t be supported. It is also yet another bunch of scripts being delivered over the wire, which also need to be written, maintained and updated, usually by system admins with at least a basic level of Jscript coding skills.

There must be a better way…

For me the ideal answer would be a property of a field on a form where a system customiser (i.e. not admin, no coding skills required) can easily add text they want to use as a tooltip. Either directly as custom text or perhaps simply ticking a couple of boxes to include the field display name and/or description and/or schema name and/or custom text as well.

So I went over to the Microsoft Connect site where you can give feedback about CRM and other products. This is intended for product suggestions and definite bugs, rather than support for things that don’t work in your particular implementation. Other site users can vote up or down the importance of your suggestion, and can comment or provide information about workarounds.

I posted a new suggestion to provide useful “tooltips” on rollover/mouseover of form labels and/or allow supported customisation of them and within two weeks it had already reached the all-time top ten most upvotes. It is continuing to rise and I really hope this is given serious consideration for the next version (either a quarterly release, or more likely the next “full version” given that it might require changes to xml schema for exporting and importing customisations).

You can help get this idea implemented

If you like the idea go and vote it up and if have useful input add a comment so that if and when it gets implemented they can make it fit people’s real-world needs as closely as possible.

There are loads more great suggestions in the Dynamics CRM section – have a look round and vote for those you would most like to see built first.

About ukcrmguru
I'm an MVP for Dynamics CRM, consultant, Microsoft Certified Trainer and self-confessed geek. I also lead the UK CRM User group when I'm not too busy with all that.

One Response to Help get better and more helpful tooltips on forms in CRM 2011

  1. pmdci says:

    I actually did that with JScript for CRM 4, where thw tooltip would show the value of the field’s description. The performance of the forms were terrible, however.

    I recon it would be easier to add a webresource to the form and use something like highslide to show funky tooltips. I’d might research that after some of my other CRM projects I have on the pipeline!

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