Claris Platform 2023 Updates
Since the official launch of Claris Studio in September 2022, Claris has continued to make strides with exciting updates to the Claris Platform. We discuss some of our favorite new features in Claris Studio, Claris Pro, and Claris Go.
Surveys for Success: Nextech
The Surveys for Success program by DB Services will provide donations to Nextech for every survey received during Q2 of 2023. The Surveys for Success program is our way of saying thank you for our customers' valuable feedback by paying it forward to those in need. Nextech's mission is to create equitable access to computer science curriculum and experiences for K-12 students.
Salesforce Winter '24 Release Highlights
Salesforce is keeping us warm with new features in the Winter '24 update! Sit back and sip on some hot cocoa while enjoying innovations that will increase efficiency across your organization. Let's discuss some of our favorites that are sure to stave off the winter blues.
Salesforce Financial Services Cloud Winter '24 Highlights
Winter is coming, and so is a new era of streamlined efficiency with Salesforce Winter ‘24’s new features for Financial Services Cloud! Let’s cozy up with a warm beverage and discuss some of our favorite updates coming in Winter ‘24.
Salesforce Einstein Activity Capture Guide
Have you ever had issues maintaining accurate, up-to-date information between your Salesforce org and your clients? Einstein Activity Capture is here to work for you by learning from you. Let's dive into how Einstein Activity Capture uses AI to gather data from your emails, calendars, and contacts to keep data about your clients detailed and up-to-date.
FileMaker App Extensions
FileMaker has made it easier than ever to share data with other apps. With the introduction of app extensions for FileMaker Go we now have the ability to download images, word documents, spreadsheets and even a FileMaker database itself. App Extensions are a way to extend your app, providing users an easy way to exchange files with other iOS apps.
WordPress Form FileMaker Integration
Double data entry no more! Your contact, quote, online order, whatever your form includes will automatically be dropped into FileMaker. We will show\_you how to integrate a WordPress form, the most popular content management system, to drop data\_directly into FileMaker in real time.
FileMaker 16 User Interface Enhancements
The release of FileMaker 16 introduces an arsenal of new user interface (UI) updates that professional developers, citizen developers, and interested script kiddies will come to love. These UI updates include animations and transitions, signature capture enhancements, single document interface, and the removal of the bottom bar.
FileMaker 17 Starter Solutions
FileMaker comes with 6 Starter and 16 Sample templates that assist in starting a new application and allow you to customize it to your business needs. Starter Solutions help you get going to developing your dream application.\_
10 Steps to a Sustainable Salesforce Org
Salesforce is one of the most widely used CRM platforms in the world. As we navigate the realities of climate change and environmental degradation, it's crucial to integrate sustainability into our technology practices. We discuss 10 steps you can take to create a more sustainable Salesforce org.
Surveys for Success: Heart to Heart International
DB Services' Surveys for Success program will donate to Heart to Heart International for every survey received during Q3 of 2024. Heart to Heart International works to improve access to healthcare around the world. The Surveys for Success program is our way of saying thank you for our customers' valuable feedback by paying it forward to those in need.
How to Create a PDF from FileMaker Server
Learn how to create a PDF from FileMaker Server. Whether you want to create it from a schedule or perform script on server script step, it can easily be done using PHP.
FileMaker Avalara Sales Tax Integration
Sales tax rates can be difficult to keep track of for your business if you have customers all over the country or even world. Learn how to integrate FileMaker with a web service to automate sales tax rate lookup to make life a little easier.
FileMaker Google Calendar Integration
Having your own calendar inside of FileMaker is a great way for you and your coworkers to keep track of upcoming appointments. However, building your own calendar in FileMaker is a very tedious task. Why reinvent the wheel when there are already apps out there that you can integrate with? We demo how you can integrate your FileMaker solution with Google Calendar to take advantage of Google's powerful features.
FileMaker Google Route Optimization
We go over how to use the Google Maps Directions API to arrange multiple locations to give you the best route possible. Save time and money by finding the most optimal route to your appointments. Let a third party such as Google help you with the Traveling Salesman Problem.
Building a Dynamic and Robust FileMaker System
Have you inherited a system built by someone else, changed a field’s name and everything stopped working? The issue, hardcoded names used in indirection, makes the system fragile. FileMaker provides many methods to add flexibility using indirection. However when these instances of indirection aren't treated properly they will raise all sorts of problems. In this article we will discuss good practices regarding indirection that will help you build a dynamic and robust FileMaker system.
FileMaker QuickBooks Online Integration
Many companies use both QuickBooks and FileMaker end up having to do double data entry from one system to the next. In this article, we will demonstrate how you can eliminate the hassle of manually copying the information by integrating your FileMaker solution with QuickBooks online.
FileMaker Business Intelligence Using Tableau
Integrate FileMaker 16 with the leading business intelligence software available, Tableau. Tableau allows you to create advanced charts and reports of your data, and create interactive dashboards that let you see trends and turn data into actionable insights.
FileMaker Xero Integration
This article will show you how to integrate FileMaker with Xero, including how to create a Xero developer account and application, establish a connection to the API, make a request, and parse the response. Eliminate double data entry with Xero.
FileMaker HubSpot Integration
HubSpot is an online marketing and sales tool that helps convert leads and close customers. Learn how to integrate your FileMaker system with HubSpot, and move opportunities through your funnel without double data entry. Includes free sample database plus YouTube video demonstration.