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By Elyse Johnson  Posted on  August 19th, 2020  in  Free Downloads, FileMaker

FM Quickstart 19

The latest version of FM Quickstart, DB Services’ free CRM app for FileMaker–is finally here! Our team has listened to feedback from FM Quickstart users, and have added some major new features including:

  • Task List
  • Calendar
  • Sidebar Navigation


Additionally, DB Services is excited to announce the launch of our FM Quickstart Implementation Plans! These new plans will help you get set up with your new FileMaker system using FM Quickstart, including user setup, server setup, licensing consultation, and more. You can read more about the Implementation Plans on the FM Quickstart website.

Let’s take a tour of FM Quickstart 19!

Task List

Creating and assigning tasks to your team is easier than ever with our new Task List module. Simply create a task for any date or time range, and select the user you wish to assign it to. From there, you can tie a task to a particular prospect, customer, or account. The task will then show up under the Tasks dashboard as well as under the specified contact, and on the Calendar screen.

Calendar

The long awaited FM Quickstart Calendar is finally here! Manage your calendar within your CRM with our new Calendar module. Create and modify tasks on the Task List and they will automatically appear on your Calendar screen.

Sidebar Navigation

We have updated FM Quickstart to include sidebar navigation. This allows for easier browsing of records and navigation within the app.

Additional Features

Just like previous versions of FM Quickstart, FM Quickstart 19 features a Sales dashboard to view Open Quotes and Prospects, and a Production dashboard to view Unpaid Orders and Pending Shipments.

You can also use our top tier navigation to access the different modules in FM Quickstart. These include CompaniesLocationsContactsQuotesOrdersShipments, and Reports.

Additionally, you can access further modules by clicking the Setup gear icon in the top-tier navigation. This will take you to the Setup screen, which contains your PreferencesProducts list, Purchase OrdersReceivingReturns, and User setup.

For further information on these features, watch the tutorial video embedded at the top of this article.

Conclusion

DB Services is proud to present FM Quickstart 19 free and totally unlocked to the FileMaker community. This robust CRM app is great for anyone just beginning their journey into FileMaker, or for current FileMaker users looking for an update or new CRM module.

To download FM Quickstart 19, please visit the official FM Quickstart website here to have it sent directly to your email inbox.

Looking for help to get started with FM Quickstart? Check out our FM Quickstart Implementation Plans and find the one that fits your needs.

Don’t hesitate to contact our team with any questions, or give us a call at 888-488-0191. DB Services looks forward to the opportunity to help you build your dream Workplace Innovation Platform in FileMaker!

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

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Elyse Johnson

Elyse is contagiously energetic in her approach with customers as she focuses on helping them meet their software needs. She is both empathetic and passionate about her work and is motivated by the opportunity to serve others.

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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