Constructing a Complete FileMaker 16 CRM - Part 2

Name: Constructing a Complete FileMaker 16 CRM - Part 2
Rating: 4.8 (44 reviews)

Learn FileMaker 16 Scripting, Calculations, Relationships and Reporting while building a Contact Manager

Created byJohn Mark Osborne

Last updated 7/2017

English

What you'll learn

Design a multi-user solution
Identify and create one-to-many, many-to-one, one-to-one and many-to-many relationships
Create an Entity-Relationship diagram (ERD)
Design according to the principals of anchor-buoy relational design
Translate business systems from real-life to electronic using data modeling
Create portals, filtered portals and filtered relationships
Learn how to print properly in a multi-table environment
Work with columns, merge fields, labels and a variety of other print mediums
Create reports using sub summary parts and summary fields
Learn how to script complex automations with decision making intelligence
Create adaptive or dynamic scripts
Work with modular scripting
Capture errors and redirect programming with error analysis
Save and restore found sets for a better user experience
Compare and contrast different approaches to a problem in order to design better solutions
Validate and format a phone number for consistent data entry
Understand record locking and script for multi-user solutions
Learn the differences and best uses for global fields, variables and parameters

Course content

7 sections • 70 lectures • 9h 29m total length

Recap of Part 15:45
A recap of what was created in part 1 of this video series.

Layout Types5:33
A discussion of the difference between a data entry layout and a print layout.
Single Contact9:05
Printing a single contact at a time.
Multiple Addresses7:56
Including multiple addresses, phones and email addresses.
Print Script10:15
A script to automate the process of printing.
Creating a PDF10:30
Creating a PDF version of your print layout and saving it to a specified location.
Emailing a PDF4:17
Exporting a PDF and attaching it than email without cluttering up the user's hard drive.
Get Directory7:13
Saving a PDF in a user specified location.
List of Contacts15:21
Printing multiple contacts.
Append PDF5:34
Appending two or more PDFs together.
Company with Contacts15:11
Printing a company with all the contacts.
Exporting to a Flat File4:27
Exporting from a relational database to a flat file structure like Excel.
Export Field Contents11:59
Exporting to non-standard formats using a looping script and the Export Field Contents feature.
Avery 5160 Labels9:17
Creating a print layout for the popular 3 by 10 printing label page.
Envelopes6:53
Creating a layout to print number 10 envelopes.
Phone List with Columns10:25
A contact sheet with name and phone number in three columns, organized by the first letter of the contacts last name.

Regular Merge Letter3:41
Creating a static merge letter layout.
Interface7:30
Creating the interface for the custom form letters.
Inserting a Merge Field8:21
Mimicking merge fields in browse mode.
Print Layout5:25
The print layout for custom form letters.
Populating the Letter9:43
Using the Replace Field Contents feature to populate the letter with information from each contact.
Saving a Letter10:52
Saving a letter template.
Inserting a Letter8:49
Inserting a saved letter template.
Deleting a Letter8:03
Deleting a letter template.
Emailing a Letter9:35
Emailing a merge letter.
SMS with Email8:38
Sending a merge SMS text message using FileMaker only features.
Mobile Phone Isolation9:07
Isolating the Mobile phone so SMS messages can be sent.
SMS with Twilio6:19
Sending SMS text messages with a service like Twilio.
Attachments11:52
Attaching a document to an email.
Tracking History17:39
Tracking the history of letters, emails and text messages.
Tracking Multiple Histories8:30
Tracking history for mass emails.
Manual Correspondence16:29
Adding correspondence history for phone calls and meetings.
Last Contact4:49
Indicating the last contact in an easier to view location that the portal.

Join Table9:22
Learn how to create a join table to link contacts together.
Refining the Value List8:41
Removing inactive contacts from the popup menu.
Completing the Portals7:42
Adding buttons and other interface to the portal.
Hide Portals6:57
Creating two portals to display on both sides of the relationship.
Conditional Value List6:50
Creating a popup menu based on a relationship to hide the current contact from the popup menu.
Dwindling Value List10:28
Removing the selected link contacts from the popup menu.
Dwindle with ExecuteSQL10:39
Dwindling the popup menu using ExecuteSQL.
Dwindle with Set Field7:50
Dwindling the popup menu using Set Field.
Picker Window8:09
A picker window for better performance over a WAN.
List Filter7:30
Filtering the picker window with a find.
Populating the Link10:14
Making a selection from the picker window and adding it to the links portal.
Exclude Selected Contacts7:37
Excluding the selected contacts from the picker window using Constrain.
Combining the Tabs4:22
Combining the two hidden portals into a single tab.
Reusing the List Filter4:06
Reusing the list filter from the picker window in a standard list view.
Debugging8:28
Debugging is a key part of development.
Fixing the Relationships6:29
Fixing the relationships to squash the bugs from the multi-portal approach.
Populating Foreign Keys5:06
Populating the new foreign key.
Completing the Portal9:08
Completing the new portal with the hide object feature.
Exclusion Revisited7:13
Fixing the dwindling value list used in the popup menu.
Odds & Ends6:23
The final steps to a complex feature.

Sharing a File Locally5:24
Sharing a file locally allows you to test record locking without uploading your file to a server.
Triggering Record Locking4:44
What actions cause record locking occur and what gets locked?
Script Steps that Lock7:56
A run through the list of script steps and which ones cause record locking.
Owning a Record6:53
How to lock a record so a script can write to it.
Globals and Record Locking3:01
How do global fields behave in a multi-user scenario?
Fixing Scripts13:04
Fixing the existing scripts to play better in a multi-user environment.
New Window Locking5:32
Related to record locking, window locking occurs when trying to edit the same record in two different windows.

Inserting a Picture5:56
Basic insertion of a picture into a container field with tips on how to make it easier for a user.
Manage Containers6:35
A discussion of the different storage types for containers and the Manage Containers dialog.
Expanding Picture7:28
Expanding a picture using a Window Card.
Documents Portal9:47
The creation of a table, relationship and portal designed to store multiple files per record.
Script File Insertion10:03
Scripting the process of inserting a file.
Auto-Enter Name6:30
Auto-entering the file name in a different field so it can be overridden if necessary.
Open & Email5:48
Using the Export Field Contents feature, files stored in FileMaker can be opened and attached to emails.
Universal Table11:43
Allowing the documents table to be shared with companies is as simple as adding a foreign key and relationship.
Set Field by Name5:03
Set Field by Name can simplify nested If statements that contain Set Field steps.

Requirements

Students should be familiar with the basics of browse, find, layout and preview mode which can be achieved by taking any of the beginner courses also available on Udemy
Students do not need to have experience with relational design, scripting and calculations but familiarity can help in faster learning
Part 1 of Constructing a Complete FileMaker 16 CRM

Description

Continue learning FileMaker 16 Scripting, Calculations, Relationships and Reporting from the guy who actually wrote the book, Scriptology: FileMaker Pro Demystified. With over two decades of experience teaching FileMaker, John Mark Osborne will help you understand tough FileMaker concepts with ease. Intermediate and advanced FileMaker techniques will be taught throughout the three part tutorial series. In order to better understand every nut and bolt that goes into designing a solution, a single file will be created from scratch. The chosen solution is an Contact Manager or CRM solution for its familiarity to a wide audience and flexibility of applying techniques to other solutions. The completed FileMaker file at each stage is provided to assist with the learning process.

Who this course is for:

Students will learn how to design a complete solution from the ground up including layout design, scripting, calculations, relational design and reporting
An contact management solution will be used as the basis for the course but the concepts learned can be applied to any solution
This is an intermediate course with some beginner information

Constructing a Complete FileMaker 16 CRM - Part 2

What you'll learn

Explore related topics

Course content

Part 21 lecture • 6min

Output15 lectures • 2hr 14min

Correspondence17 lectures • 2hr 35min

Linked Contacts20 lectures • 2hr 33min

Record Locking7 lectures • 47min

Documents9 lectures • 1hr 9min

Working with John Mark Osborne1 lecture • 5min

Requirements

Description

Who this course is for: