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90 Minute Contact Manager in FileMaker Pro

This course on FileMaker development is designed for beginners but with a goal of designing a complete contact management or CRM solution. Sections include creating fields, designing an interface, per...

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  • English

Course Description

This course on FileMaker development is designed for beginners but with a goal of designing a complete contact management or CRM solution. Sections include creating fields, designing an interface, performing finds, creating a notes field, working with popovers, automating email and web browser communication, mass emailing, eliminating duplicates, birthday and to-do reminders, phone formatting and...

This course on FileMaker development is designed for beginners but with a goal of designing a complete contact management or CRM solution. Sections include creating fields, designing an interface, performing finds, creating a notes field, working with popovers, automating email and web browser communication, mass emailing, eliminating duplicates, birthday and to-do reminders, phone formatting and call logs. After completing this tutorial, students will not only have created a complete solution but be able to advance to intermediate tutorials. Completed example FileMaker files are included at each stage of the development in order to enhance the learning experience.

What you’ll learn
  • development is designed for beginners but with a goal of designing a complete contact management or CRM solution.
  • be able to advance to intermediate tutorials.
  • included at each stage of the development in order to enhance the learning experience.

Covering Topics

1
Section 1 : Introduction
2
Section 2 : Creating Fields
3
Section 3 : Interface Design
4
Section 4 : Finding Records
5
Section 5 : Notes
6
Section 6 : Communication with other Applications
7
Section 7 : Mass Email
8
Section 8 : Birthdays
9
Section 9 : Finding Duplicates
10
Section 10 : Phone Formatting

Curriculum

      Section 1 : Introduction
1
The Goal
      Section 2 : Creating Fields
2
The Field Picker
3
Housekeeping Fields
4
Importing Data
      Section 3 : Interface Design
5
Themes
6
Parts
7
List View
8
Fixing the Fonts Preview
9
Arranging Fields
10
Window Size
      Section 4 : Finding Records
11
Basic Finds
12
AND vs OR Finds Preview
13
Omits
14
Date Ranges
15
Find Empty
      Section 5 : Notes
16
Field Control
17
Popovers
18
Scroll Bars
      Section 6 : Communication with other Applications
19
Emailing
20
Web Browser
      Section 7 : Mass Email
21
Global Fields
22
Help Text
23
The Send Button
      Section 8 : Birthdays
24
Find by Month
25
Automate Birthday Reminders
26
Age Calculation
      Section 9 : Finding Duplicates
27
Defining a Duplicate
28
Automating the Find
      Section 10 : Phone Formatting
29
Filter Function
30
Concatenation
31
Auto-Enter
32
Let Function
33
Conditional Statements

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