Funding

We’re Hiring!

We’re looking for an ambitious, committed and talented individual to join our team. We’re looking for a sales person to help grow our business. This is a new role in our business and as such you will have the opportunity to shape how our sales processes work. See the below job advert for more details on this role.

If this sounds like a role you would be interested in please email us your CV along with a covering letter.

This post was created on 5th September 2017. No recruitment agencies please.

Composite field renaming in CRM

Renaming the Composite Field displays in Microsoft CRM 2016

In Microsoft CRM 2016 the UI has been updated so that now the address appears as a composite field, this takes all the fields within the address and connects them together in one easy to view pop out screen. It looks like this: –

 

 

 

 

 

 

 

Whilst this is a neat solution the perfectionist in me dislikes the fact that it refers to US terms in regards to the address as indicated above, it refers to State/Province and ZIP codes which are not used here in the UK. In previous iterations of CRM you used to just change the name of the field but this does not update it on the composite address. To fix it you need to do the following: –

  • Go into Settings, Customisation and then customise the system, you should see the pop up screen below.

 

 

 

 

 

 

 

 

 

  • Click on Web Resources on the left hand menu and then click New. On the pop up screen that appears (see image below) enter a name and Display name. In the type field select Script (Jscript) from the drop down options and then click on Text Editor.

  • When you click on the text editor a new pop up screen will appear, this is where you will amend the labels. You will need to enter the following to change the State/Province and Zip/Postal Code labels. Once completed click OK and then click save on the Web Resource form

  • You now need to assign this Web Resource into the form you wish to change. The composite address appears on the “Account” and “Contact” entities, To do this go into the Customisation section and select the form you wish to change then select the Main form to enact the changes.

  • When the Form layout appears, select the field you wish to edit click on the Form Properties icon across the top

  • The Form Properties editor should now appear, click the Add button to add the web resource you have just created. In the bottom section of the editor, set event to “OnLoad” from the drop down menu and click add. Here just add the name of the Web Resource from the drop down list. It will require you to enter some text in a field called “Function” you must add the JavaScript name that you used on the script (in my example “changeaddressnames”). Then Click OK and Save

  • Publish all the customisations and refresh the form. Now your customisations should come up as per your changes.

IT & Software Statistics, Trends, Budgets and Expenditure

We found some interesting statistics on IT & software trends, budgets and expenditure. It’s great to see that SME’s are more appreciative of the power of  IT & Software and how it can be used to drive improved performance and define a US.

 

IT & Software Statistics, Trends, Budgets and Expenditure

Quick Guides – Excel Conditional Formatting

Conditional formatting within Microsoft Excel can be used to segregate or sort data into groups. This helps you to gain a clearer picture of the story your data is telling. In our infographic below we have set up a simple 4 step process which shows how you can do this.

 

There are lots of options to choose form when utilising conditional formatting, from defining when the rule(s) should be applied through to how you display the data segments within your data. Have a play around with it and see the different ways you can present your data.

formatting

Quick Guides – How to create charts in Excel

Microsoft Excel is used to log a wide range of data, but just looking at these numbers on a page may not be show you a clear enough picture of your data results. Luckily enough Microsoft Excel has an inbuilt function allowing you to create charts and graphs enabling your data to be presented more visually. What’s even better is it’s actually a really straightforward process. Please see the graphic below to view how to do this in just 4 simple steps.

RRS_Excelchartguide

Bespoke Software, custom built for you

Bespoke software is custom built for each business. The value of bespoke software over off-the-shelf software is that it can be designed specifically for key business objectives and processes.

infographic1

Software buying guide

Get the right software for your organisation.

Used properly Software can improve businesses of all sizes spanning all industries. It helps you offer a better, more consistent service to your customers, allows you to cut down on manual, repetitive processes and provides better transparency in your organisation.

The hard part is finding the Software / System solution that’s right for you. You and your organisation are unique and as such there is not a one size fits all solution for every organisation for every major process they have. The sheer choice of Software or System solution you have at your disposal can be overwhelming and you will have a delicate balancing act ensuring you satisfy all your major shareholders whilst improving the organisation and bringing in the project on budget.

This is a major challenge and as a result Software purchases are not always successful. We have put together a guide to help you decide on the Software that is right for your organisation. This guide prescribes a process to follow and gives handy tips along the way.

Please feel free to download this guide and share it with whoever you feel will benefit from it.  

Funding of up to £25,000

Do you need funding of up to £25,000?

Get funding of up to £25,000 for your next Software Project

We want to help North East based businesses with software and systems development and we have found 4 potential funding programs which could help you fund your next software project with us with grants of up to £25,000 available.

We have found potential grants for organisations all around the North East, our handy table below shows all the information regarding eligibility, project size, amount of funding and what examples of projects that are supported.

Please look at the table below and decide which program you think best fits your business in terms of project size and eligibility. If you have a project in mind please contact us at info@redrobotsystems.co.uk to tell us about it and if you want to apply for funding we will get you the paperwork to begin the process.

Available programs and summary of criteria

 

Programs

Location:
Tees Valley, (Dalington, Hartlepool, Middlesbrough, Redcar & Cleveland, Stockton

Minimum size of project:
£5,000

Maximum amount of funding:
£25,000

Maximum project size:
Only 50% funded up to projects costing £50,000

% of project size that is funded:
Up to 50%

Business History:
Must have been in existence for minimum of 12 months

Examples of eligible projects or guidelines for what the project must do:
Business change management, development of efficiency programs, process & system improvement

What is not eligible:
Businesses in the agriculture, fisheries and road freight sectors. Routine, recurring or periodic business activities. Retail projects (including online retail)
Location:
North East Based

Minimum size of project:
£5,000

Maximum amount of funding:
£40,000

Maximum project size:
Only 40% funded up to projects costing £40,000

% of project size that is funded:
Up to 40%

Business History:
Must have been in existence for minimum of 12 months

Examples of eligible projects or guidelines for what the project must do:
Must create an innovative product, service or process.

What is not eligible:
The purchase of tangible assets. Non B2B organisations
Location:
Northumberland, Tyne & Wear or County Durham

Minimum size of project:
£3,000

Maximum amount of funding:
£2,800

Maximum project size:
£8,000

% of project size that is funded:
Up to 35%

Business History:
unknown

Examples of eligible projects or guidelines for what the project must do:
Businesses must be trading and looking to grow
· Change management
· Developing quality management systems
· Process improvement systems

What is not eligible:
Tees Valley based organisations. Capital purchases, printing & advertising cost
Location:
Northumberland, Tyne & Wear or County Durham

Minimum size of project:
£2,500

Maximum amount of funding:
£8,000

Maximum project size:
£20,000

% of project size that is funded:
Up to 40%

Business History:
unknown

Examples of eligible projects or guidelines for what the project must do:
· Improved design to create higher value products & services
· Commercialisation of new technologies
· Investment in New Product development

What is not eligible:
Businesses in the banking, insurance & retail sectors

Please note that the above is just a guide, as such there is other eligibility criteria which must be satisfied. There is no guarantee of funding and there is an application process for all the above schemes.