blog

PDF files are essential in the business world, and being able to create and manipulate them is a must. Appending one PDF to another is a handy tool for operations like report generation. Let’s take a look at options for appending PDFs in FileMaker Server. Includes a video and sample file.

For any system with multiple users, transactional scripting is a must to ensure data integrity. One of the most exciting features of Claris FileMaker 19.6 is the addition of transaction script steps. We dive deeper into the newly released Claris FileMaker 19.6 transaction script step functionality. Includes demo video and sample file.

Whatever your payment or subscription needs are, integrating the Authorize.net API with FileMaker is a surefire way to improve your business' workflow. Using Authorize.net's streamlined and straightforward API, your business can instantly and securely interact with customers by integrating with FileMaker. Includes a video and sample file.

User Acceptance Testing (UAT) is the final stage of a project’s life cycle prior to go-live. UAT is used to determine whether or not the software or application will be effective in real-world situations. While internal quality assurance (QA) testing is a crucial step in the process, an argument can be made that UAT is even more important to ensure you are receiving the most value possible. In this article, we will discuss the importance of proper user acceptance testing and how to implement efficient UAT for a project. Includes UAT template for download.

When it comes to sending important legally binding documents, no application does it as well as SignNow. With over 28 million users in more than 20 different industries using the enterprise-grade eSigning platform, it's no wonder so many businesses rely on it. This guide will show you how you can begin sending customized documents through SignNow with FileMaker. Includes a video and sample file.

FM Quickstart, the premier free ERP app for FileMaker, has been updated for the latest version of FileMaker. This bundle of new features is sure to improve your system's functionality and speed while expanding the limits of your database. Includes a demo video.

When making a robust solution in FileMaker that you want to suit your needs best, it’s important to consider the app's purpose and projected user pool. Thankfully, with the addition of a system dashboard to your FileMaker project, you gain a fast and user-friendly way to present the data of each user without the need for slow and bulky found sets. Includes a video and sample file.

In today's world, one of the fastest and most effective ways to reach your customers is through text messaging. With Message Media integrated into your FileMaker solution, you can contact any potential prospects or existing customers with minimal effort, right on their mobile devices. Includes a video and sample file.

With the release of Claris FileMaker 19.5, there are some new functions related to containers that offer new ways to increase efficiency, accessibility, and utility in app development. Learn about two new functions coming to FileMaker Pro 19.5 that open up new options for using containers both on desktop and on mobile. Includes a video and sample file.

It's common for businesses to want to take business days into account when showing data on a dashboard in CRM Analytics (formerly Tableau CRM) to compare those figures to the last year's same period. The problem is that CRM Analytics does not have a native set of functions to calculate business days; however, Sales Cloud does. We demo how to utilize Sales Cloud's business hours object and some custom Apex to generate business days to sync to Analytics for dashboard queries. Includes a video and sample file.

UPS not only delivers your packages with quality, but they also offer an API to streamline any shipping needs that you may have for your company or application. With their API integrated into your FileMaker software, you can validate addresses, check shipping costs, compare delivery services and rates, print labels, track packages, and much more in one consolidated package. Includes a video and sample file.

Twilio is a leading cloud communications platform that works well for both reaching out to customers and receiving communications. Learn how to integrate Twilio with FileMaker using webhooks and a few lines of code to notify you via a screen pop when you receive an incoming call from Twilio. Includes a video and sample file.

Salesforce users looking to enhance their product-quoting processes can take advantage of Salesforce Configure, Price, Quote Software, or CPQ. Some features require the use of custom JavaScript plugins to meet the needs of your company. We demo how CPQ users can add features like Percent of Total Calculations on Amended Quotes. Includes video and sample file.

The ability to generate fillable PDFs for Salesforce Field Service can be a powerful tool. We demonstrate how to use PDFLib, a JavaScript library that can be used to create and modify PDF documents and fill forms. Includes sample file and video.

Companies that use both FileMaker and ShipStation often find themselves transferring data back and forth between systems. In this article, we will demonstrate how you can eliminate the hassle of manually creating or updating your order by integrating your FileMaker solution with ShipStation. Includes a video and sample file.