Appending PDFs on FileMaker Server

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.

Gideon Washburne / Claris FileMaker, Free Downloads / December 8th, 2022

Claris FileMaker Transaction Scripts

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.

Brendan McBride / Claris FileMaker, Free Downloads / December 1st, 2022

FileMaker Authorize.net Integration

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.

Michael Heckman / Claris FileMaker, Free Downloads / November 17th, 2022

User Acceptance Testing

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.

Matthew Kocanda / Free Downloads / November 11th, 2022

FileMaker SignNow Integration

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.

Luigi Zheng / Claris FileMaker, Free Downloads / October 18th, 2022

Salesforce Field Service Implementation Guide

The possibilities for building a custom field service implementation are nearly endless when considering all the offerings in Salesforce Field Service. This 8-step guide provides you with a comprehensive overview of how to effectively leverage the powerful management tools in Salesforce Field Service.

Joshua Pereira / Salesforce, Free Downloads / September 7th, 2022

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 readqrcode function and getlivetext function.

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 percentage of total calculations for amended quotes.

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