FileMaker tips, techniques, and news.

By Jared Ellison  Posted on  June 28th, 2018  in  FileMaker

FileMaker 17 Starter Solutions

The FileMaker Starter Solutions are here for you to start your journey in developing your dream application. FileMaker comes with 6 Starter and 16 Sample templates that assist in starting a new application and allow you to customize it to your business needs.

The Six Starter Solutions are:

  • Assets
  • Contacts
  • Content Management
  • Inventory
  • Meetings
  • Tasks


The 16 Sample Solutions are:

  • Assets
  • Contacts
  • Content Management
  • Estimates
  • Event Management
  • Expense Report
  • Inventory
  • Invoices
  • Meetings
  • Personnel Records
  • Product Catalog
  • Projects
  • Research Notes
  • Resource Scheduling
  • Tasks
  • Time Billing

The 6 starter solutions are simple and a great springboard to create new FileMaker apps to manage your business. If however you need more advanced solutions, check out the 16 sample solutions. They have more features than the starter solutions, and may ultimately be a better fit for your business needs.

Additionally, DB Services offers FM Quickstart, a free and totally unlocked CRM FileMaker template. FM Quickstart offers a feature-rich starter solution for managing contacts, orders, calendars, tasks, and more in FileMaker that is easy to use and customize.

Difference From Past Years

All 6 Starter Solutions have been designed with Universal Touch theme. The new theme includes a variety of styles so you can more easily combine the different styles in the same layout. And when you install FileMaker Go on your iPad/iPhone, it comes with 4 sample solutions: Contacts, Event Management, Invoices, and Projects. To modify the FileMaker Go solutions you will need to email them to your desktop and make changes in FileMaker Pro Advanced.

Creating a New Application

To create a new starter solution, simply open FileMaker Pro Advanced and the launch center will come up. If you don’t already own FileMaker, you can download a free FileMaker Trial to give the templates a try.

From here go to Create New. You can choose one of the 6 Starter Solutions or you can scroll down to the samples to view the 16 Sample templates.

filemaker 17 starter solutions page 1

filemaker 17 starter solutions page 2

The starter solutions are designed for the desktop, but can be accessed on an iPhone, iPad, or Webdirect. If you would like layouts customized to iPhones, iPads, or WebDirect, check out the sample solutions.

Let's take a look at the 6 starter solutions.

Assets

The Assets starter solution is designed to track office assets, where the assets are purchased, and who is using them. Once the information is put in, the name, type, purchase date, price and used by date are at the top of the page for improved readability.

filemaker 17 assets starter solution

Meetings

The Meetings starter solution is used to track meetings, along with setting agenda topics and assigning action items for each meeting. The meeting information is presented at the top of the page for improved usability. The starter solution gives you a tab on the right to write down any notes you may have for the meeting and also put it at the top of the page. The starter solution also includes the topics and action items tabs to put in information but with a different layout to make it easier to navigate.

filemaker 17 meetings starter solution

Contacts

The Contacts starter solution is used to manage personal and business contact information for several individuals. Below the picture you are able to input the contact name and job title and to the right you are able to enter and view additional information such as addresses and phone numbers. Once this information is put into the template, the contact name and company displays at the top for usability.

filemaker 17 contacts starter solution

Content Management

The Content Management starter solution is used for collecting and organizing documents, images, music etc. At the top of the page it displays the name, the type of product/service, the status of it, and the location of it. This new addition makes it easier to quickly identify the record you are looking at.

filemaker 17 content management starter solution

Inventory

The Inventory Starter Solution can be used to manage inventory levels of products and supplies, along with tracking part numbers, transaction history, and more. The template has made significant changes by first changing where the information in inputted. The three tabs are for the part, the cost of the part, and the stock of it. In the part tab it gives the option to put in the part number, barcode, description, location and date. With the cost tab you can calculate the unit cost and unit price, along with making it taxable. Below the category line is a stock button that can be used to order more of the product/part. Once all the information is put in, the name, part number, units on had, and availability is displayed at the top of the page to alert you of the part's current status.

The Inventory Starter Solution is a great starting point for creating an inventory module as it contains only 2 tables: products and inventory transactions.

filemaker 17 inventory starter solution

Tasks

The Tasks starter solution can be used to track tasks and the priority, status, and due dates of those tasks, and you can add as many assignees to the task as you wish. Any attachments are added to the right of the assignee with a description of the attachment available. Below the attachment is the overall description of the task. After all this information is put in, the task, status of the task, category and due date are displayed at the top for ease of use.

filemaker 17 tasks starter solution

Conclusion

FileMaker has continued to improve upon the starter solutions from years past to make it easier for you to create your own solution, and with now 6 starter solutions to compliment the 16 sample solutions, you have more options than ever before.

If you are looking for a CRM and the starter solutions are not fitting your business needs, check out our own template, FM Quickstart. It is a free download and has been optimized to run on the latest version of FileMaker.

And to learn more about the FileMaker 17 platform, read our FileMaker 17 Overview article.

Did you know we are an authorized reseller for FileMaker Licensing?
Contact us to discuss upgrading your FileMaker software.

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Jared Ellison

Jared is front and center in assisting clients with their software needs. Friendly and supportive by nature, he works diligently to understand how best to achieve excellence in delivering service that exceeds customer expectations.

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"We were actually able to add more features than we thought would be possible within our budget. We always experienced a ‘can do’ attitude and DB Services was incredibly patient and easy to work with."
Courtney Hartman
Art Director
"The new FileMaker custom website interface is very user-friendly and easy to follow for our clients. In addition, it is much faster than the old Instant Web Publishing (IWP) interface. Thank you and all the others who have helped us out at DB Services. I am very grateful for the excellent service you provide us. Its nice to know we can call you for help if we have an issue."
Wayne Capek
President
"We needed a solution that would simplify the administration of our responsibilities under our contract with the State of Indiana. We have seen a dramatic increase across the state in the number of potential foster and adoptive parents that have begun the preparation and training process. This increase has resulted in a significant opportunity for children available for adoption. That’s a big win for everyone! And it’s all because we can refer potential parents to the proper state contacts efficiently and quickly."
Chris Morrison
Executive Director
"Thank you for all of your expertise and valuable help. I am so grateful to have found DB Services."
Linda Findlay
Owner
"Thank you for our new database system. We transitioned from a carbon copy paper based system to a digital database. The software has saved us time and money. We used to archive all our jobs in cabinets, now we can look up a job in seconds from anywhere. The software allows us to easily email estimates to our customers in pdf format. In a year there was a return on investment just from eliminating the purchasing of our carbon forms."
Todd Cartmel
Owner
"The new system allows us to create and track jobs for customers along with inventory, something we had been doing with separate word and spreadsheet files. Because it’s now so intuitive, new staff members are able to begin using the database immediately without our usual training session and ‘cheat sheets’ for getting around within the file."
Tom Andrews
President