This video explores the world of Customer Relationship Management Systems (CRMs) and what they can do for your business.We not only discuss how a CRM helps with managing customer relationships but also how it improves communication and workflow through a business.We do this while also setting a bar for what a user should expect a CRM to do for them.We then take this a step further and pair these helpful tips along with a free, fully unlocked CRM called FM Starting Point – to ensure you get off on the right foot.
Get up to speed with the FileMaker Video Training Course!
FileMaker is a cross-platform relational database application from FileMaker Inc. https://en.wikipedia.org/wiki/FileMaker
Top Rated Course by FileMaker Expert, Richard Carlton.
Customer relationship management, processes implemented to manage a company’s interactions with customers and prospects https://en.wikipedia.org/wiki/CRM
Experience Richard’s dynamic and exciting teaching format, while learning both basic, intermediate, and advanced FileMaker development skills. With 28 years of FileMaker experience and a long time speaker at FileMaker’s Developer Conference, Richard will teach you all the ins and outs of building FileMaker Solutions. The course is 50 hours of video content!
Richard has been involved with the FileMaker platform since 1990 and has grown RCC into one of the largest top tier FileMaker consultancies worldwide. Richard works closely with RCC’s staff: a team of 28 FileMaker developers and supporting web designers.
He has offices in California, Nevada, and Texas.
Richard has been a frequent speaker at the FileMaker Developers Conference on a variety of topics involving FileMaker for Startups and Entrepreneurs, and client-server integration.
Richard is the Product Manager for FM Starting Point, the popular and most downloaded free FileMaker CRM Starter Solution.
Looking for FM Starting Point free software download:
A database management system (DBMS) is a computer software application that interacts with the user, other applications, and the database itself to capture and analyze data
Get up to speed with the FileMaker Video Training Course!
FileMaker is a cross-platform relational database application from FileMaker Inc. https://en.wikipedia.org/wiki/FileMaker
Top Rated Course by FileMaker Expert, Richard Carlton.
Customer relationship management, processes implemented to manage a company’s interactions with customers and prospects https://en.wikipedia.org/wiki/CRM
Experience Richard’s dynamic and exciting teaching format, while learning both basic, intermediate, and advanced FileMaker development skills. With 26 years of FileMaker experience and a long time speaker at FileMaker’s Developer Conference, Richard will teach you all the ins and outs of building FileMaker Solutions.
The course is 50 hours of video content!
Richard has been involved with the FileMaker platform since 1990 and has grown RCC into one of the largest top tier FileMaker consultancies worldwide.
Richard works closely with RCC’s staff: a team of 28 FileMaker developers and supporting web designers.
He has offices in California, Nevada, and Texas.
Richard has been a frequent speaker at the FileMaker Developers Conference on a variety of topics involving FileMaker for Startups and Entrepreneurs, and client-server integration.
Richard is the Product Manager for FM Starting Point, the popular and most downloaded free FileMaker CRM Starter Solution.
Looking for FM Starting Point free software download: http://www.fmstartingpoint.com
Richard won 2015 Excellence Award from FileMaker Inc (Apple Inc) for outstanding video and product creation, leading to business development.
RCC, Filemaker Videos, and LearningFileMaker.com are headquartered in Santa Clara, CA.
A database management system (DBMS) is a computer software application that interacts with the user, other applications, and the database itself to capture and analyze data
We have a new fix for Google Maps in FMSP & the FMI Contacts Starter Solution
Vid 1 – Getting your API Key:
Vid 2 – FMI Contacts Starter Solution Fix
Vid 3 – FMSP Fix
Get up to speed with the FileMaker Video Training Course!
FileMaker is a cross-platform relational database application from FileMaker Inc. https://en.wikipedia.org/wiki/FileMaker
Top Rated Course by FileMaker Expert, Richard Carlton.
Customer relationship management, processes implemented to manage a company’s interactions with customers and prospects https://en.wikipedia.org/wiki/CRM
Experience Richard’s dynamic and exciting teaching format, while learning both basic, intermediate, and advanced FileMaker development skills. With 26 years of FileMaker experience and a long time speaker at FileMaker’s Developer Conference, Richard will teach you all the ins and outs of building FileMaker Solutions.
The course is 50 hours of video content!
Richard has been involved with the FileMaker platform since 1990 and has grown RCC into one of the largest top tier FileMaker consultancies worldwide.
Richard works closely with RCC’s staff: a team of 28 FileMaker developers and supporting web designers.
He has offices in California, Nevada, and Texas.
Richard has been a frequent speaker at the FileMaker Developers Conference on a variety of topics involving FileMaker for Startups and Entrepreneurs, and client-server integration.
Richard is the Product Manager for FM Starting Point, the popular and most downloaded free FileMaker CRM Starter Solution.
Looking for FM Starting Point free software download: http://www.fmstartingpoint.com
Richard won 2015 Excellence Award from FileMaker Inc (Apple Inc) for outstanding video and product creation, leading to business development.
RCC, Filemaker Videos, and LearningFileMaker.com are headquartered in Santa Clara, CA.
A database management system (DBMS) is a computer software application that interacts with the user, other applications, and the database itself to capture and analyze data
Get up to speed with the FileMaker 17 Video Training Course!
FileMaker is a cross-platform relational database application from FileMaker Inc. https://en.wikipedia.org/wiki/FileMaker
Top Rated Course by FileMaker Expert, Richard Carlton.
Customer relationship management, processes implemented to manage a company’s interactions with customers and prospects https://en.wikipedia.org/wiki/CRM
Experience Richard’s dynamic and exciting teaching format, while learning both basic, intermediate, and advanced FileMaker development skills. With 26 years of FileMaker experience and a long time speaker at FileMaker’s Developer Conference, Richard will teach you all the ins and outs of building FileMaker Solutions.
The course is 50 hours of video content!
Richard has been involved with the FileMaker platform since 1990 and has grown RCC into one of the largest top tier FileMaker consultancies worldwide.
Richard works closely with RCC’s staff: a team of 28 FileMaker developers and supporting web designers.
He has offices in California, Nevada, and Texas.
Richard has been a frequent speaker at the FileMaker Developers Conference on a variety of topics involving FileMaker for Startups and Entrepreneurs, and client-server integration.
Richard is the Product Manager for FM Starting Point, the popular and most downloaded free FileMaker CRM Starter Solution.
Looking for FM Starting Point free software download: http://www.fmstartingpoint.com
Richard won 2015 Excellence Award from FileMaker Inc (Apple Inc) for outstanding video and product creation, leading to business development.
RCC, Filemaker Videos, and LearningFileMaker.com are headquartered in Santa Clara, CA.
A database management system (DBMS) is a computer software application that interacts with the user, other applications, and the database itself to capture and analyze data
Experience Richard’s dynamic and exciting teaching format, while learning both basic, intermediate, and advanced FileMaker development skills. With 27 years of FileMaker experience and a long time speaker at FileMaker’s Developer Conference ,Richard will teach you all the ins and outs of building FileMaker Solutions. The course is 50 hours of video content!
Richard has been involved with the FileMaker platform since 1990 and has grown RCC into one of the largest top tier FileMaker consultancies worldwide.
Richard works closely with RCC’s staff: a team of 28 FileMaker
developers and supporting web designers. He has offices in California, Nevada, and Texas.
Richard has been a frequent speaker at the FileMaker Developers Conference on a variety of topics involving
FileMaker for Startups and Entrepreneurs, and client server integration.
Richard is the Product Manager for FM Starting Point, the popular and most downloaded free FileMaker CRM Starter Solution.
Richard won 2015 Excellence Award from FileMaker Inc (Apple Inc) for outstanding video and product creation, leading to business development.
RCC and LearningFileMaker.com are headquartered in Santa Clara, CA.
Experience Richard’s dynamic and exciting teaching format, while learning both basic, intermediate, and advanced FileMaker development skills. With 27 years of FileMaker experience and a long time speaker at FileMaker’s Developer Conference ,Richard will teach you all the ins and outs of building FileMaker Solutions. The course is 50 hours of video content!
Richard has been involved with the FileMaker platform since 1990 and has grown RCC into one of the largest top tier FileMaker consultancies worldwide.
Richard works closely with RCC’s staff: a team of 28 FileMaker
developers and supporting web designers. He has offices in California, Nevada, and Texas.
Richard has been a frequent speaker at the FileMaker Developers Conference on a variety of topics involving
FileMaker for Startups and Entrepreneurs, and client server integration.
Richard is the Product Manager for FM Starting Point, the popular and most downloaded free FileMaker CRM Starter Solution.
Richard won 2015 Excellence Award from FileMaker Inc (Apple Inc) for outstanding video and product creation, leading to business development.
RCC and LearningFileMaker.com are headquartered in Santa Clara, CA.
Get up to speed with the FileMaker 17 Video Training Course!
FileMaker is a cross-platform relational database application from FileMaker Inc. https://en.wikipedia.org/wiki/FileMaker
Top Rated Course by FileMaker Expert, Richard Carlton.
Customer relationship management, processes implemented to manage a company’s interactions with customers and prospects https://en.wikipedia.org/wiki/CRM
Experience Richard’s dynamic and exciting teaching format, while learning both basic, intermediate, and advanced FileMaker development skills. With 26 years of FileMaker experience and a long time speaker at FileMaker’s Developer Conference, Richard will teach you all the ins and outs of building FileMaker Solutions.
The course is 50 hours of video content!
Richard has been involved with the FileMaker platform since 1990 and has grown RCC into one of the largest top tier FileMaker consultancies worldwide.
Richard works closely with RCC’s staff: a team of 28 FileMaker developers and supporting web designers.
He has offices in California, Nevada, and Texas.
Richard has been a frequent speaker at the FileMaker Developers Conference on a variety of topics involving FileMaker for Startups and Entrepreneurs, and client-server integration.
Richard is the Product Manager for FM Starting Point, the popular and most downloaded free FileMaker CRM Starter Solution.
Looking for FM Starting Point free software download: http://www.fmstartingpoint.com
Richard won 2015 Excellence Award from FileMaker Inc (Apple Inc) for outstanding video and product creation, leading to business development.
RCC, Filemaker Videos, and LearningFileMaker.com are headquartered in Santa Clara, CA.
A database management system (DBMS) is a computer software application that interacts with the user, other applications, and the database itself to capture and analyze data
What Is FM Starting Point?-Optimizing Small Business Workflow-Increase Your Business ROI-Free CRM https://youtu.be/r_4wUrSELok
Get up to speed with the FileMaker 17 Video Training Course!
FileMaker is a cross-platform relational database application from FileMaker Inc. https://en.wikipedia.org/wiki/FileMaker
Top Rated Course by FileMaker Expert, Richard Carlton.
Customer relationship management, processes implemented to manage a company’s interactions with customers and prospects https://en.wikipedia.org/wiki/CRM
Experience Richard’s dynamic and exciting teaching format, while learning both basic, intermediate, and advanced FileMaker development skills. With 26 years of FileMaker experience and a long time speaker at FileMaker’s Developer Conference, Richard will teach you all the ins and outs of building FileMaker Solutions.
The course is 50 hours of video content!
Richard has been involved with the FileMaker platform since 1990 and has grown RCC into one of the largest top tier FileMaker consultancies worldwide.
Richard works closely with RCC’s staff: a team of 28 FileMaker developers and supporting web designers.
He has offices in California, Nevada, and Texas.
Richard has been a frequent speaker at the FileMaker Developers Conference on a variety of topics involving FileMaker for Startups and Entrepreneurs, and client-server integration.
Richard is the Product Manager for FM Starting Point, the popular and most downloaded free FileMaker CRM Starter Solution.
Looking for FM Starting Point free software download: http://www.fmstartingpoint.com
Richard won 2015 Excellence Award from FileMaker Inc (Apple Inc) for outstanding video and product creation, leading to business development.
RCC, Filemaker Videos, and LearningFileMaker.com are headquartered in Santa Clara, CA.
A database management system (DBMS) is a computer software application that interacts with the user, other applications, and the database itself to capture and analyze data
PayPal API integration has been fixed among other bugs in this latest release of FMSP 6.0.2. Read more about the fixes below:
FMSP 6.0.2
Released June 21, 2018
L80 Estimates Layout
Impact: The “add line” button had a bad hide condition on it.
Description: Replaced incorrect calculation with “Get (WindowMode ) + 1.”
L60 (HTML Calendar)
Impact: Sample Data wasn’t showing on first open.
Description: Fixed Startup Script to include this.
L10 Accounts and L40 Contacts
Impact: There is a question mark icon in the upper right corner with course advertising info.
Description: Fixed links.
L40 Contacts
Impact: Tasks tab: detail view button was improperly placed and hard to click on.
Description: Brought button to the front of the portal and sized it correctly.
L501 Contacts Phone
Impact: “Find/Edit Contact” label is wrong in Find Mode.
Description: Changed the hide conditions on the two text objects.
L500 Contacts Phone
Impact: No method of adding a new ToDo or Note to the Contact Record.
Description: Added a button to a new ToDo and Task in Portal.
L500 Contacts Phone
Impact: Under the middle tab that shows the related records, it displayed the arrow on the right side to view the related records. This should probably hide itself in the event that there are zero related records.
Description: Put a hide condition on the button based on the count of related records.
L500 Contacts Phone
Impact: After updating the follow-up, it navigates to the desktop layout and not back to the mobile contact layout.
Description: Edited Script 0706 on line 74 to check for $$DEVICE_MODE.
L40 Contacts
Impact: The portal here shows contacts that are related to the same company as this contact. There should be a “New Contact” button just above the portal that allows a user to create a new contact that is automatically related to the account record.
Description: Added New Script that creates a new contact record related to the same account.
L430 Staff
Impact: Portal alignment was off.
Description: Rearranged portal items to fit better and moved items and labels to the left to not hide behind trash icon.
L150 Projects
Impact: Time Entries tab: the “i” for info is cut off by the scroll bar.
Description: Lined up invisible button with the scroll bar’s left edge.
L140 Products
Impact: When changing Radio box from Product to Service, a script fired to change the slide panel but isn’t used anymore.
Description: Deleted script 1315.
Script 1249
Impact: When creating a Time entry, if there were none, Script 1249 looked for Error 401.
Description: Changed script from Error 401 to “if (Get (FoundCount) = 0”
PayPal Script 4201 and 4203
Impact: Needed to update the scripts to hardcode the links, instead of referencing the links returned.
Description: Updated them with the hard coded links for update and send email.
L110 Invoices
Impact: The Line Item Product ID field was locked and non-modifiable.
Description: Changed id_product to be editable in the line item portal.
L110 Invoices
Impact: Label was on bottom layer and “Tax” was anchored incorrectly.
Description: Label was on bottom layer and “Tax” was anchored incorrectly.
L150 Projects
Impact: There was a typo and that said “Products” instead of “Projects” and a minor pixel alignment.
Description: Fixed text and realigned.
HTML Calendar
Impact: There was a Time Zone issue with half hour Time Zone differences.
Description: Updated Task Script and UCT Custom Function.
PayPal Issue
Impact: In the AU, EU, and UK versions of FM Starting Point, the tax wasn’t being set to PayPal properly.
Description: Fixed parameters being passed, and edited the way VAT/GST were being passed to PayPal.
PayPal Link Issues
Impact: PayPal updated their API this week (6/18/18) and changed the way they pass links back to the user.
Description: Fixed the issue by manually entering the entire links needed for the processes used by FM Starting Point
