One remarkable thing about working in a supportive and dynamic collective like the FileMaker developer community is that we can share our experiences and techniques. With Claris FileMaker, there are often many solutions to any given problem, and over time our community has come up with some innovative and creative…

As we discussed in our previous blog post, FileMaker has released a new feature set involving transactions. The new scripts allow us to send the changes we make to a record to the server in aggregate. So, we can batch all our changes together in one transaction and send that…

ChatGPT has dominated the news cycle recently, with articles appearing in just about every media outlet. For those who haven’t heard about it, ChatGPT is a chatbot driven by artificial intelligence (AI) software. OpenAI developed the service and released a beta version of it at the end of 2022. It…

Claris released a new version of FileMaker, and it’s pretty exciting. Of course, the usual list of bug fixes and minor enhancements to the platform accompanied the update. Nonetheless, there’s at least one outstanding new feature: Transactions. In the database world, a transaction is any operation on an entity. In…

ChatGPT is dominating online and offline conversations these days. ChatGPT is a chatbot created by a company called OpenAI. But saying it is a chatbot is like saying a Porsche is a car. This particular chatbot has performance and features unlike any other chatbot or AI tool available to the…

One way leaders can spend more time working on their business rather than in their business is by automating repetitive tasks. Manual work negatively impacts productivity and frequently leads to errors. Technology can easily automate mundane tasks, freeing time to focus on product/service enhancements, customer engagement, resource optimization, etc. Implementing…

In our previous blog posts, we reviewed the following: What a CRM is The requirements for a basic CRM How to create an entity relationship diagram (ERD) for that CRM How to create a CRM database in FileMaker In this final post, we will review how to design a FileMaker…

In our previous blog post, we reviewed what a customer relationship management (CRM) system is and put together the requirements for a basic CRM. Yet, we’re not quite ready to start writing code. Next, we need to draw up an entity relationship diagram — ERD for short. In database land…

A Customer Relationship Management (CRM) tool is essential for any business. A CRM helps us communicate with clients, automates processes, and provides analytical tools to help us understand our operations and customers. That said, there are different kinds of CRMs. Some are as simple as the contacts app on our…