A CRM is an important tool that can help you streamline your processes and boost profitability. A good CRM is flexible enough to adapt to whatever you need it to do: track which leads are converting to customers, automate tasks, learn which activities are driving sales, deliver better customer service, etc. All in an [...]
The post FileMaker®-based vs. Salesforce vs. Hubspot — Which CRM is Best? appeared first on The Scarpetta Group, Inc..
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FileMaker 19 introduced a couple of important new features related to using the FileMaker Data API. Here, we’ll cover an overview of the new authorization endpoint, Validate Session, API versioning updates, as well as a new script step, Execute FileMaker Data API. At the end of this article, you’ll find the demo file for learning […] View the full article
Inputting purchase orders or invoices in accounting systems can be quite a hassle for bookkeepers, accountants, data administrators or anyone who simply has the role of "Inputter". Each company may have its own invoicing theme and sometimes information is not always ready for easy input. View the full article
Ruby's safe navigator operator "&." isn't inherently bad. In fact if you have something like "foo && foo.bar" in your code, Rubocop will admonish you for not using safe navigation. However, using "&." too often in your code is probably something to avoid. View the full article
FileMaker 19 introduced support for Dark Mode. Not only does the application’s chrome support Dark Mode (like many applications), but developers now have the ability to detect the OS Dark Mode setting. Let’s look at three easy techniques to give FileMaker Pro users a choice between Dark Mode and Light Mode, plus an option to […] View the full article
If you are into object-oriented programming, you most likely have heard about composition over inheritance. The concept itself is simple: Whenever possible, prefer to compose objects rather than introducing inheritance. View the full article
FileMaker BackBlaze Integration
BackBlaze is a large scale cloud storage platform that currently boasts an impressive 1 billion gigabytes of file data hosted on the cloud and counting. With its competitive pricing, BackBlaze makes a strong case for a place where you can store and retrieve large amounts of data at an affordable rate. Integrating your FileMaker application with BackBlaze’s B2 Cloud Storage API can assist moving external files to the cloud, minimizing file size growth and keeping
In this time of the COVID-19 epidemic, many people are working from home. FileMaker is often an important part of a workflow, even when homebound. Wouldn't it be great if you could launch your FaceTime, Skype or Zoom calls right from a database screen? View the full article
Customer relationships should be your number one priority, the customer, after all, is the one keeping your business alive. Having a solid CRM in place in order to manage your customer relationships is vital and Jarvis CRM boasts the ability to store and manage your customer information as well as automate and streamline processes. [...] The post Top tips on building and maintaining customer relationships appeared first on The Scarpetta Group, Inc.. View the full article
Having the right customer relationship management (CRM) system will help your team and your business no end by streamlining processes and identifying leads as well as managing and storing your customer and lead information. All too often, smaller businesses feel they needn’t utilize a CRM as the team is able to manage without one. [...] The post Why even small teams should be using a CRM appeared first on The Scarpetta Group, Inc.. View the full article
We had a client that was upgrading their system to FileMaker 18. They had already pushed new FileMaker Pro clients out to their user’s desktops. But now that the upgraded system was ready, how could they give users a quick and easy way to launch right into the new database system? Since FileMaker 18, there […] View the full article
Using the FileMaker platform we can harness the power and wow-factor of modern web interfaces. This post shows how we can build dynamic data-entry forms for use in our apps. Dynamic Forms When we say a form is “dynamic”, we mean that the form’s appearance can be altered at multiple points before and during the […] View the full article
A longtime enterprise client recently asked us to integrate a FileMaker Server with an Oracle server. No problem, right? This task requires some development to optimize the database schema and to script the data sync. But, out of the box, FileMaker’s ESS feature supports Oracle via SQL and ODBC/JDBC. However, this Oracle server required something […] View the full article
Sometimes it happens that the real value of a blog posting emerges in the comments section. Such was the case last time, when Paul Jansen posted an elegant little workaround to remedy a performance issue with the FilterValues function. Paul’s workaround is deserving of its own demo, and that’s what we’re going to look at… Continue reading FilterValues, part 2 View the full article
Claris Connect QuickBooks Online Integration
Intuit’s QuickBooks Online is a powerful tool with over 4 million subscribers that allows for easy management of invoices, payments, and other accounting tasks. Many companies find themselves with both QuickBooks and FileMaker and end up having to do double data entry from one system to the next. Claris Connect is a “no-code” platform from Claris International, Inc. that allows organizations to rapidly connect multiple cloud services together, includ
Someone asked: In a word processor you can highlight text and then hit a button to change formatting, line BOLD, UNDERLINE, COLOR...etc. In Filemaker you use the format drop down menus, but does anyone know how to make a button to change the format of the currently highlighted text? View the full article
Claris FileMaker 19 Overview
A new and exciting version of FileMaker is here! 2020 marks over 35 years for the Claris FileMaker platform. A lot of innovation has occurred at Claris since the last FileMaker release. FileMaker Cloud, FileMaker Marketplace, and Claris Connect have launched, and Claris Nextgen is in the roadmap.
In this article we will focus on the Claris FileMaker flagship product, specifically FileMaker Pro 19, FileMaker Server 19, FileMaker Go 19, and FileMaker Cloud. We disc
FileMaker Machine Learning Using CoreML
Machine learning and artificial intelligence are rushing in the next era of computing by enabling machines to make decisions, rather than humans telling machines which decisions to make. Whether you need to classify objects in an image, parse speech into text, or get recommendations on what products to market next quarter, machine learning can be adopted to assist. Leveraging FileMaker’s machine learning capabilities on MacOS makes integrating artificial
Siri Shortcuts in FileMaker Go
As more and more businesses bring apps into their daily workflows, it is important to have fast and easy options for completing tasks while mobile. With FileMaker Go 19, you can execute your favorite FileMaker Go features with a voice command or single tap using Siri Shortcuts! Released with iOS12, Shortcuts introduced the ability to build intuitive and customizable Siri workflows using your favorite apps- with intuitive being the key word: nearly a third of smart
NFC Tag Reading in FileMaker Go
Near Field Communication is a technology developed in the early 2000s that allows for contactless communication between devices using radio waves to transfer data.
NFC can share information between two active devices, such as two smartphones sharing contact details, or between an active device and a passive device, such as a smartphone reading a NFC tag embedded in a poster. NFC tags are tiny, inexpensive chips that contain a small amount of memory, a radio chi
Creating FileMaker Add-Ons
With the release of FileMaker 19, Claris International, Inc. has introduced the ability to create add-ons, allowing developers to package a set of features that can be distributed to other FileMaker solutions. While installing custom add-ons currently must be started outside of FileMaker, add-ons can currently be created in FileMaker Pro using the preview script step Save a Copy as Add-on Package. As with all preview software, this feature is subject to change.