Blog

FM Quickstart 2023

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.

Michael Heckman  /  Claris FileMaker,  Free Downloads  /  September 2nd, 2022

Creating Claris FileMaker Dashboards

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.

Hayden Hobbs  /  Free Downloads,  Claris FileMaker  /  August 10th, 2022

FileMaker Text Message Integration with Message Media

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.

Sean Dwyer  /  Free Downloads,  Claris FileMaker  /  June 29th, 2022

FileMaker CopyLiveText & ReadQRCode Functions

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.

Hayden Hobbs  /  Free Downloads,  Mobile,  Claris FileMaker  /  June 15th, 2022

Business Days in Salesforce CRM Analytics (Tableau CRM)

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.

Sabra Rathbun  /  Salesforce,  Free Downloads  /  May 18th, 2022

FileMaker UPS Integration

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.

Sean Dwyer  /  Free Downloads,  Claris FileMaker  /  May 10th, 2022

FileMaker Screen Pop with Twilio

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.

Michael Maness  /  Free Downloads,  Claris FileMaker  /  April 7th, 2022

Salesforce CPQ: Fixing Percent of Total Calculations for Amended Quotes

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.

Matt Clark  /  Salesforce,  Free Downloads  /  March 31st, 2022

Fillable PDFs for Salesforce Field Service

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.

Sabra Rathbun  /  Salesforce,  Free Downloads  /  March 1st, 2022

FileMaker ShipStation Integration

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.

Mariia Pashynska  /  Free Downloads,  Claris FileMaker  /  February 18th, 2022

FileMaker ActiveCampaign Integration

ActiveCampaign is a popular automation platform that lets you easily standardize your workflows, boasting dozens of ways it can prove useful to almost any business. We show you how to integrate ActiveCampaign with FileMaker to automate your workflows. Includes a video and sample file.

Andrew Bosworth  /  Free Downloads,  Claris FileMaker  /  February 9th, 2022

FileMaker Google Maps Polygon Integration

Google offers a plethora of APIs to integrate different Maps features in custom solutions, including polygons. In this article, we will demonstrate how to display important geographic information in your FileMaker solution using the Google Maps JavaScript API polygons feature. Includes a video and sample file.

Sam Gallagher  /  Free Downloads,  Claris FileMaker  /  December 29th, 2021

FileMaker Mailchimp Integration

Companies that use both FileMaker and Mailchimp often find themselves doing double data entry from one system to the next. In this article, we will demonstrate how you can eliminate the hassle of manually updating your email lists by integrating your FileMaker solution with Mailchimp. Includes a video and sample file.

Kiyan Allaei  /  Free Downloads,  Claris FileMaker  /  December 21st, 2021

Salesforce Implementation Checklist: 9 Steps to Success

Salesforce is a great platform to fulfill your business needs and extract the greatest value from your data and processes. But an out-of-the-box implementation will rarely serve all of your unique requirements. A well-planned Salesforce implementation will get you and your users started using a platform that is tailored to your business, and this checklist can help lead you down the path to success.

Joshua Pereira  /  Salesforce,  Free Downloads  /  November 5th, 2021

FileMaker Google Drive Integration

With easy and secure access to content, it's easy to see why Google Drive is a top choice for over a billion people worldwide for file and content sharing and collaboration. We demo how to seamlessly share files across FileMaker and Google Drive with our step-by-step integration. Includes tutorial video and demo file.

Kevin Dunajski  /  Free Downloads,  Claris FileMaker  /  November 1st, 2021

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