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  • Joe Scarpetta

    FileMaker®-based vs. Salesforce vs. Hubspot — Which CRM is Best?

    By Joe Scarpetta

    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.. View the full article
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Filemaker SurveyMonkey Integration

FileMaker SurveyMonkey Integration SurveyMonkey is a popular cloud-based survey platform boasting over 20 million questions answered per day. Flexible and user friendly, surveys generated by SurveyMonkey can be used for a variety of purposes, from large company wide reviews to customer satisfaction surveys. Using SurveyMonkey’s API you can automatically collect survey responses and data directly into your FileMaker application, allowing you to link your surveys to your FileMaker data. 

dbservices

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New in FM 18: While, part 2

Today we’re going to dig a little deeper into the new-in-18 While function, and to avoid repetition, will assume readers are familiar with last month’s article on SetRecursion and While. We’ll examine some new examples ranging from basic to advanced, talk about the circumstances under which While can use variables previously declared via Let, and […] View the full article

Kevin Frank

Kevin Frank

 

We’ve been waiting for While()… for a while

FileMaker has been missing a looping control structure in its function set for…well…a while. So, the introduction of FileMaker 18’s While() function is less a fancy new feature than it is a fix for a long standing limitation in FileMaker’s function set. But even if it’s long overdue, its introduction profoundly changes what it is […] View the full article
 

Native HTML Email in FileMaker 18

Email is one of the simplest tools used to communicate and send information. Just open a mail client, write a message and press a button to virtually send a letter or message to a recipient. Sometimes, in addition to simple text, we want to enrich our emails with graphical contents and attachments, making it more […] View the full article
 

9 Ways to Increase CRM User Adoption Rates

A CRM is the hub of your organization, streamlining your business processes to increase productivity and sales. Most companies recognize the value of a CRM, and according to CRM Magazine, 91% of companies with 10 or more employees have a CRM. However, a study by Merkle Group Inc. found that CRM initiatives have a [...] The post 9 Ways to Increase CRM User Adoption Rates appeared first on The Scarpetta Group, Inc.. View the full article
 

Imports without Tariffs. Natively, with FileMaker Server.

Combining functions, features, or steps in creative new ways can deliver productive results. I was thrilled to discover in FileMaker 18 that the new file-based script steps give us the ability to perform imports natively on FileMaker Server, with no configuration or changes needed. You can also take advantage of Perform Script on Server (PSoS), […] View the full article
 

New in FM 18: SetRecursion and While

Author’s note: Inevitable comparisons will be drawn between the new While function and the venerable CustomList custom function, which I wrote about at length several years ago. Preliminary testing indicates that CustomList is faster under certain circumstances and While is faster under others. In my opinion, both of them belong in your developer tool kit. […] View the full article

Kevin Frank

Kevin Frank

 

FileMaker 18 Security Enhancements

FileMaker 18 Security Enhancements Among the ensemble of new things to play with, FileMaker 18 brings with it a collection of security enhancements. Some of these changes include a redesigned Manage Security dialog aimed towards improved ease of use, an ability to manage FileMaker users without the need to have Full Access privileges, and a security warning for potentially malicious plug-ins.  Manage Security Redesign The Manage Security dialog has been redesigned, combining the Detail

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FileMaker While Function

FileMaker While Function Sometimes smallest features offer the biggest impact. The new While function, which gives the ability to loop within a calculation, drastically reduces the need for one-off recursive custom functions, speeding up development in any part of FileMaker that requires looping in a calculation. Let’s take at how it works.  How It Works The format of a while function is broken into four parts: initial variables, the condition, logic, and the results. The function repea

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FileMaker 18 Database Engine Improvements

FileMaker 18 Database Engine Improvements FileMaker Server 18 brings some exciting database improvements in the form of faster processing of parallel queries and automatically recovering corrupt databases when the server starts up using a transactional log. This auto-correction feature, called Startup Restoration, will save significant time and headaches during disaster recovery of a FileMaker application. Both updates are intertwined within Startup Restoration, which means that added speed and

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Redesigned FileMaker Import Dialog

Redesigned FileMaker Import Dialog The new FileMaker 18 Import Dialog has been redesigned to be more user-friendly, flexible and fast. Some of the new features include the ability to select the target fields in a list that can be filtered and the ability to perform auto-enter options individually for each field.  What Is New? User-friendly interface Ability to select the target field from a list that can be filtered A custom row can be used as the “Field Names” row in the source fil

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dbservices

 

FileMaker Script Error Logging

FileMaker Script Error Logging For many years FileMaker Server has automatically logged errors in server side scripts, but now with FileMaker 18 developers have to ability to log script errors client side in FileMaker Pro and Go, saving time troubleshooting issues with scripts. And with the new file manipulation script steps, developers can automatically import script error logs into a centralized table to quickly view errors across all clients.  A simple-to-use script step Error lo

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Using REST and cURL with FileMaker Server 18’s Data API

Well, here we are again! With the release of FileMaker 18 we get the third version of the FileMaker Data API. This version brings an iterative advancement in features while maintaining the core functionality that was introduced with V1 of the API in FileMaker Server 17. I’m following suit with an iterative advancement of my previous […] View the full article
 

FileMaker 18 Overview

FileMaker 18 Overview A new and exciting version of the FileMaker platform is here! 2019 marks over 34 years for the FileMaker platform. In this article we review what’s new in the FileMaker platform, specifically for FileMaker Pro Advanced 18, FileMaker Server 18, FileMaker Go 18, and FileMaker Cloud for AWS. We highlight some of our favorite new features with in-depth content with videos and sample files. With this release FileMaker continues to prove to be the Workplace Innovation Platform

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dbservices

 

Importing, Made Easy by FileMaker 18

Out With the Old… Anyone who has used FileMaker will be familiar with the powerful import abilities the platform has. Being able to quickly and easily ingest comma- or tab-delimited data and Excel files makes merging multiple data sources into a single cohesive application pretty convenient. However, the import UI that has existed for the […] View the full article
 

Zabbix FileMaker Server Monitoring

Zabbix FileMaker Server Monitoring Zabbix, one of the largest free and open source server monitor applications with 300,000 installations worldwide, can be used to collect and display metrics from multiple FileMaker servers at once on one interface; therefore, giving you the ability to save time monitoring servers individually. Viewable from a web browser on a central dashboard, these metrics are displayed as charts, graphs, alerts, and reports with information fed in by the machines monitored

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FileMaker File Manipulation

FileMaker File Manipulation Included in the release of FileMaker 18 are some new exciting file manipulation scripts steps giving developers the ability to create and edit data files without plugins, saving time and making upgrading FileMaker in the future easier. The following are the new script steps for data files: Close Data Fie Create Data File Delete File Get Data File Position Get File Exists Get File Size Open Data File Read from Data File Rename File Set Data File Position W

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20 of the Best CRM Integrations to Get More From FileMaker

A Filemaker-based CRM system is a powerful tool for managing relationships with customers, coordinating with fellow team members, and ultimately, helping to grow your business. Because it’s fully customizable, a FileMaker-based solution can include a variety of business tools, including: Contact management, with customer history and current status Project management, which includes organizing, prioritizing, [...] The post 20 of the Best CRM Integrations to Get More From FileMaker appeared first

Joe Scarpetta

Joe Scarpetta

 

Magic Portals

Today we’re going to look at a design pattern I’ve recently been using to accommodate a client requirement: to be able to view and edit a parent, all related children, and all related grandchildren via a single “flattened” interface. Demo file: magic-portals.zip (requires FM 16 or later) Some Background Information Invoices received from vendors are […] View the full article

Kevin Frank

Kevin Frank

 

Sending FileMaker HTML Emails

Sending FileMaker HTML Emails When sending emails to customers, it can often help get their attention by adding a bit of design and creativity to what could otherwise be a boring block of text. With FileMaker you can now send HTML emails without the need for 3rd-party plugins, making upgrading FileMaker easier. Let’s take a look at how to send native HTML emails using FileMaker.  How To Send The Insert From URL script step now supports the SMTP protocol and includes a handful of SMTP c

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dbservices

 

Modularizing the JavaScript you already have

Over time, without structure, things fall apart. So give them structure, a few conventions, and start to make them more maintainable. Let me say more, at least in the context of JavaScript in your applications (or did you think I was talking about gardens or buildings or such? lol.) As our applications grow larger and […] View the full article

Beezwax Buzz

Beezwax Buzz

 

FileMaker Version Comparison

FileMaker Version Comparison One of the more important tools in development is being able to save or compare different versions of your application. This allows for quick and easy identification of any changes, lets developers make rapid updates in small and clear steps, plus can provide the ability to share or reuse code, layouts, and other elements with minimal effort. Using the new Save a Copy as XML feature in FileMaker, this critical functionality can be implemented via a single click or t

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