90 Minute Contact Manager in FileMaker Pro
4.5 (217 ratings)
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90 Minute Contact Manager in FileMaker Pro

Create a Contact Manager in FileMaker Pro 15 in approximately 1 Hour
4.5 (217 ratings)
Instead of using a simple lifetime average, Udemy calculates a course's star rating by considering a number of different factors such as the number of ratings, the age of ratings, and the likelihood of fraudulent ratings.
4,124 students enrolled
Created by John Mark Osborne
Last updated 7/2016
English
English [Auto-generated]
Current price: $10 Original price: $20 Discount: 50% off
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Includes:
  • 2 hours on-demand video
  • 13 Supplemental Resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
What Will I Learn?
  • Create Fields
  • Learn Naming Convetions
  • Find Records
  • Create New Requests
  • Omit Records
  • Design an Interface
  • Use Themes
  • Communicate with External Programs
  • Create Buttons
  • Automate with Scripts
  • Create Popovers
  • Define Calculation Formulas
  • Create Relationships
  • Create Portals
  • Create Tab Controls
View Curriculum
Requirements
  • Students can be completely new to FileMaker or even have a little knowledge
  • A working copy of FileMaker Pro or FileMaker Pro Advanced is required
  • A Macintosh or Windows computer is required
Description

This course on FileMaker development is designed for beginners but with a goal of designing a complete contact management or CRM solution. Sections include creating fields, designing an interface, performing finds, creating a notes field, working with popovers, automating email and web browser communication, mass emailing, eliminating duplicates, birthday and to-do reminders, phone formatting and call logs. After completing this tutorial, students will not only have created a complete solution but be able to advance to intermediate tutorials. Completed example FileMaker files are included at each stage of the development in order to enhance the learning experience.

Who is the target audience?
  • This FileMaker tutorial is designed for beginners with the intent of developing their own solution
  • The course will cover the basics in respect to developing a solution and move into some intermediate topics
Compare to Other FileMaker Courses
Curriculum For This Course
42 Lectures
01:48:30
+
Introduction
1 Lecture 02:03

The first step is defining the goal by touring the completed contact manager.

Preview 02:03
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Creating Fields
3 Lectures 12:23

The Field Picker is the easiest way to create fields in FileMaker Pro.

Preview 03:10

Housekeeping fields are those that track creation and modification of records.

Preview 03:45

In order to save time and also show to work with an Excel spreadsheet, data will be imported.

Preview 05:28
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Interface Design
6 Lectures 17:53

Choosing a theme is as simply as scrolling through a list of choices and clicking.

Preview 01:47

Parts define where elements display when a user is viewing your solution.

Parts
01:18

FileMaker has two main views: form and list view. Learning the differences is very important.

List View
02:39

Making sure font types and sizes match is all import for a consistent interface.

Fixing the Fonts
02:46

Resizing and positioning fields in an organized manner is key to interface design.

Arranging Fields
04:32

Determining the window size for your FileMaker solution is a crucial step in the design process.

Window Size
04:51
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Finding Records
5 Lectures 07:39

Learn how to perform basic finds or searches.

Basic Finds
02:05

Additional requests allow for OR finds in FileMaker as opposed to the traditional AND find in a single request.

AND vs OR Finds
01:36

Omitting records allows for exclusion.

Omits
01:31

Date range finds are one of the most common search tasks, allowing you to locate records that match a range of dates.

Date Ranges
01:44

Finding records with nothing in a field is a very common task, helping you to locate records that are incomplete.

Find Empty
00:43
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Notes
3 Lectures 06:39

The Field Control tool allows you to more easily add fields larger than one row in height, such as a Notes field.

Field Control
02:05

Popovers allow you to fit a lot of information, such as a notes field, in a small area.

Popovers
02:51

Fields containing multiple lines may require a scroll bar.

Scroll Bars
01:43
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Communication with other Applications
2 Lectures 05:20

FileMaker makes it very easy to script communication with several email clients, allowing you to pass information stored in FileMaker fields like email addresses, subjects and entire email correspondence.

Emailing
02:52

FileMaker can also communicate with your favorite web browser to open any web site stored in a FileMaker field.

Web Browser
02:28
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Mass Email
3 Lectures 06:53

Since the data being sent out in the email won't be stored in FileMaker, it's best to use global fields as the interface for composing the mass email.

Global Fields
02:55

In order to provide feedback, let's place some instructions in the popover identifying how many people will receive the mass email.

Help Text
01:39

A Send button placed in the popover allows the completed message to be sent using the Send Mail script step.

The Send Button
02:19
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Birthdays
3 Lectures 09:30

Find birthdays by month, regardless of the year or day.

Find by Month
02:11

Automate searching for upcoming birthdays.

Automate Birthday Reminders
03:38

Add a calculation that displays the age of the contact next to their date of birth.

Age Calculation
03:41
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Finding Duplicates
2 Lectures 04:51

Define what determines whether a record is a duplicate or not is the first step to locating duplicates.

Defining a Duplicate
01:55

Automating the process of locating duplicate records with a script makes it far easier to perform and also avoids the need to display the duplicates field on the layout.

Automating the Find
02:56
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Phone Formatting
5 Lectures 10:06

In order to filter a phone number, all formatting must be removed.

Filter Function
01:47

Once the numbers have been isolated, the phone can be formatted with simple concatenation.

Concatenation
01:43

Implementing the formatting feature requires the use of an Auto-Enter calculation.

Auto-Enter
01:58

Incorporate the Let function to make your formulas more efficient.

Let Function
01:24

Allow for 7 and 10 digit phone numbers using a Case statement.

Conditional Statements
03:14
3 More Sections
About the Instructor
John Mark Osborne
4.7 Average rating
585 Reviews
4,517 Students
9 Courses
FileMaker Pro Expert

John Mark Osborne has been working with FileMaker Pro for over 20 years. He earned his FileMaker Pro degree working on the frontlines of Claris technical support. John was the Technical Lead for FileMaker, serving as an escalation path for other technical support representatives and writing a large portion of TechInfo (now called Knowledgebase), their technical information reference. John also acted as a liaison between the technical support department and the FileMaker development team, reporting bugs, attending product meetings and acting as resource for the development team.

John Mark is best known as the author of the popular FileMaker Pro web site Database Pros. The Database Pros web site has been on the internet for 20 years and gets over 35,000 hits a day by offering free FileMaker Pro tips, tricks and techniques.

John Mark is also well known as the co-author of the wildly popular Scriptology book and CD ROM. John Mark launched a hands-on training class based on his Scriptology book and it has become so popular that it is now taught at MacWorld Exposition in San Francisco and New York. Most recently, John Mark was one of twelve trainers in the United States authorized to teach their new FileMaker Training Series of classes.

John Mark has been a featured speaker at the FileMaker Developer Conference for 15 years. At the 1999 Developer Conference, he was awarded the FileMaker Pro Excellence award for "creation of outstanding technical resources".

John Mark is a former technical editors for Advisor magazine working on the tips and tricks section which is the most popular column in the magazine.

John Mark has recorded beginner, intermediate and advanced tutorial videos for FileMaker 8, 9, 10, 11, 12, 13, 14 and 15 totaling thousands of hours.

John Mark Osborne is an FBA member (FileMaker Business Alliance) working closely with FileMaker, Inc. and their most important customers. John Mark Osborne has also passed the rigorous FileMaker 7, 8, 9, 10, 11, 12, 13, 14 and 15 certification tests and is proud to display the FileMaker 7, 8, 9, 10, 11, 12, 13, 14 and 15 certification logos.