In our previous blog posts, we reviewed the following: What a CRM is The requirements for a basic CRM How to create an entity relationship diagram (ERD) for that CRM How to create a CRM database in FileMaker In this final post, we will review how to design a FileMaker CRM to finish up the system. So, […]
In our previous blog post, we reviewed what a customer relationship management (CRM) system is and put together the requirements for a basic CRM. Yet, we’re not quite ready to start writing code. Next, we need to draw up an entity relationship diagram – ERD for short. In database land, this is a map of all the buckets […]
A Customer Relationship Management (CRM) tool is essential for any business. A CRM helps us communicate with clients, automates processes, and provides analytical tools to help us understand our operations and customers. That said, there are different kinds of CRMs. Some are as simple as the contacts app on our phones, while others can be […]
TL;DR: Use the import function instead of a loop to create many records simultaneously. In FileMaker Land, it happens that, on occasion, we have to create many records in one fell swoop. For example, when a new cohort of students enrolls at a school, we have to make a bunch of records in a student […]
FileMaker developers are in high demand. As businesses realized the importance of technology during the pandemic, digitizing workflows immediately became a priority. As a result, FileMaker developers were needed to build custom software that would allow both internal and external users to function as usual regardless of the COVID requirements. Despite the craziness, the pandemic presented an […]
It really is all about location, location, location. FileMaker Go makes it possible for us to collect and share longitude and latitude coordinates with the Location and Location Values functions. They’ve been around for a while but are worth a second look these days as we find more and more uses for FileMaker Go and […]
We all know FileMaker is a great platform to store, organize, and find data, be it grandma’s recipes or the inventory of a multinational corporation. Most avid FileMaker users can figure out how to enter, delete, search, and even create lists of stuff with little to no help. The one thing that we often struggle […]
Since very early in its life, FileMaker (perhaps even before it was FileMaker Pro) could store binary data (zeros and ones). We have all kept things like pictures, movies, and eventually portable document formats (PDFs), Word documents, and even object linking and embedding (OLE) files on Windows. If you can store it in a file, […]
One of the main reasons we use FileMaker is because it saves us time and makes entering data accurately and consistently a breeze. The key to making FileMaker our data entry go-to tool of choice is mastery of the Auto-Enter tab in the Options for Field dialog box. When we create a new field or […]
Previously, we’ve talked about how to integrate FileMaker and QuickBooks Online by first creating an access token and then a refresh token to maintain a secure connection between the applications. These are necessary steps to prepare for the integration, but now we’ll turn our attention to moving data between the FileMaker-based solution and QuickBooks Online. But, of course, […]
In the previous post, we set up our QuickBooks Online API account and used the provided bits of information (Client ID and Client Secret) to start the process to create a token. We will use this token going forward to authenticate with the API and push and pull our data. After inputting our QuickBooks Online credentials […]
We all know our FileMaker solutions don’t operate in a vacuum. They need to talk to all sorts of other programs and services to be as productive as possible. For example, one of the most ubiquitous applications in the small and mid-sized business world is QuickBooks. Almost every business needs a bookkeeping/accounting application to ensure […]
FileMaker is a powerful platform for creating apps to solve our business challenges. It can single-handedly tackle virtually any workflow we throw at it. Still, there are instances when we might need to integrate our apps with another software tool to extend their functionality and/or accessibility. For example, we can manage integrations with third-party tools like Zapier […]
We compared and contrasted the use of variables between JavaScript and FileMaker. Now, we want to talk about functions and how to use JavaScript in FileMaker. Claris’s FileMaker platform and most spreadsheets have these useful features called functions. These functions do simple calculation jobs for us. For example, the Trim() function removes white space from the […]
_stu: I ran a few additional tests with this technique and thought I'd share. The import process described above exports to…
Don Clark: Thanks for doing the extended testing; very interesting!