Elevate Your Customer Success Strategy with Quarterly Business Reviews
Discover the power of Quarterly Business Reviews (QBRs) to strengthen client relationships, drive growth, and achieve long-term success. Let's dive into the best practices for implementing QBRs in your business!
Integrate FileMaker USPS Address Validation
Learn how to easily validate an address using a free web service from USPS. Sign up for a free developer account at USPS and ensure you have valid addresses.
FileMaker Amazon Textract Integration
Provides a simple demonstration on how to integrate your FileMaker database with Amazon Textract to turn paper or scanned documents into useful digital data. Includes a video and sample file.
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.
FileMaker Teamwork Integration
We'll show you how to leverage the true power of the Claris FileMaker platform as a workflow hub for your business by integrating with Teamwork. Leverage the power of Teamwork as a project management tool while integrating into your existing workflows by creating projects and tasks and using webhooks to get updates on progress. Video and download file included.
Salesforce Winter '23 Release Dates & Preview Information
Although many of us are still enjoying the warm summer weather, it's time to start preparing for the Salesforce Winter '23 release that is quickly approaching. Let's talk about the important dates and preview information you'll need to know for this release.
FileMaker Twitter Integration
You can now build custom FileMaker apps which directly integrate with Twitter using the latest FileMaker technology with no plugins. See the Twitter user profile description, followers, and favorite count just to name a few things. Free demo file included!
Claris FileMaker Execute Data API Write Operations
The FileMaker Execute Data API script step now supports write operations. These new operations allow you to create, update, delete, and duplicate records, as well as return metadata, all through a single JSON object. Includes video and sample file.
Interactive PDFs in FileMaker Go
By combining web viewers and file URLs you can show the contents of a PDF in FileMaker Go that works in a similar way as interactive containers in FileMaker Pro. Includes a sample file download.
Integrating FileMaker and Salesforce using Zapier
With the power of Zapier, different applications can be integrated into your FileMaker solution and overall business with ease. The great potential of integrating various platforms and automating the many tasks within them with Zapier can greatly increase productivity and enormously speed up company wide workflows.
Integrating FileMaker and SharePoint Using Microsoft Graph
Oftentimes documents are commonly needed in multiple programs, but the lack of integration can result in having to enter in the same files in different applications. Microsoft Graph is a powerful tool that provides a unified API interface for many of Microsoft’s most popular Cloud programs, including the popular web-based application SharePoint. Learn how to integrate FileMaker and SharePoint plus OneDrive using Microsoft Graph API. Includes video and download to sample application.
Integrating FileMaker With RESTful APIs
REST APIs are a universal standard for interacting with other programs and services, so by learning REST you can greatly expand the capabilities of what FileMaker can do, and the services it can interact with. If you've ever wanted to integrate FileMaker with Google Maps, Google Calendar, Microsoft SharePoint, or many other great services, you'll want to learn what RESTful APIs are and how to use them. Includes video and sample download file.
External File Storage for Salesforce
Salesforce is a great CRM tool, but one issue that companies using the platform may face at some point is limited storage space. You can always purchase more storage space, but this will quickly eat into profits depending on how much space you need. However, there is no need to fear. There are methods of creating more storage space by using third-party systems like Dropbox and Google Drive to store our files. We demonstrate how to avoid Salesforce's file storage limit by using external files. Includes video and sample file.
New FileMaker TechNet is Now Free
FileMaker TechNet includes a Developer forum, Webinars, Technical Documentation, Developer News, White papers, Sales Tools, and a Technical Resource Library all for free.
FileMaker Relationship Graph - What They Did Not Tell You
FileMaker 13 introduced a number of very useful enhancements to the relationship graph, none of which are included in the help file or release notes. Use these techniques to increase your productivity.
FileMaker Community - The New Technet
FileMaker launched the FileMaker Community. A free resource site which used to be known as TechNet is now called FileMaker Community. See whats new and the benefits of joining.
FileMaker Licensing for Teams
FileMaker changes the licensing landscape again by adding FileMaker Licensing for Teams, or FLT for short. FLT brings simplicity to the FileMaker licensing platform by pricing per user instead of the concurrency model which they are phasing out.
Surveys for Success: Team Rubicon
The Surveys for Success program by DB Services will provide donations to Team Rubicon for every survey received during Q4 of 2021. Team Rubicon Disaster Response utilizes the skills and experience of military veterans to assist communities in times of crisis and is currently managing the donations for Afghan refugees at military bases across the United States.
FileMaker Barcode Techniques
Barcoding in FileMaker is very easy and there are many options. We look which barcoding options you can use and the various ways to implement barcodes. Whether you are managing inventory, selling tickets, creating name tags, barcodes can easily be used to provide an instant way to locate a record in your\_custom application.
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.