Constructing a Complete FileMaker 16 CRM Part 2

Constructing a Complete FileMaker 16 CRM – Part 2, available at $19.99, has an average rating of 4.6, with 70 lectures, based on 42 reviews, and has 200 subscribers.

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

Enroll now: Constructing a Complete FileMaker 16 CRM – Part 2

Summary

Title: Constructing a Complete FileMaker 16 CRM – Part 2

Price: $19.99

Average Rating: 4.6

Number of Lectures: 70

Number of Published Lectures: 70

Number of Curriculum Items: 70

Number of Published Curriculum Objects: 70

Original Price: $49.99

Quality Status: approved

Status: Live

What You Will 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

Who Should Attend

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

Target Audiences

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

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.

Course Curriculum

Chapter 1: Part 2

Lecture 1: Recap of Part 1

Chapter 2: Output

Lecture 1: Layout Types

Lecture 2: Single Contact

Lecture 3: Multiple Addresses

Lecture 4: Print Script

Lecture 5: Creating a PDF

Lecture 6: Emailing a PDF

Lecture 7: Get Directory

Lecture 8: List of Contacts

Lecture 9: Append PDF

Lecture 10: Company with Contacts

Lecture 11: Exporting to a Flat File

Lecture 12: Export Field Contents

Lecture 13: Avery 5160 Labels

Lecture 14: Envelopes

Lecture 15: Phone List with Columns

Chapter 3: Correspondence

Lecture 1: Regular Merge Letter

Lecture 2: Interface

Lecture 3: Inserting a Merge Field

Lecture 4: Print Layout

Lecture 5: Populating the Letter

Lecture 6: Saving a Letter

Lecture 7: Inserting a Letter

Lecture 8: Deleting a Letter

Lecture 9: Emailing a Letter

Lecture 10: SMS with Email

Lecture 11: Mobile Phone Isolation

Lecture 12: SMS with Twilio

Lecture 13: Attachments

Lecture 14: Tracking History

Lecture 15: Tracking Multiple Histories

Lecture 16: Manual Correspondence

Lecture 17: Last Contact

Chapter 4: Linked Contacts

Lecture 1: Join Table

Lecture 2: Refining the Value List

Lecture 3: Completing the Portals

Lecture 4: Hide Portals

Lecture 5: Conditional Value List

Lecture 6: Dwindling Value List

Lecture 7: Dwindle with ExecuteSQL

Lecture 8: Dwindle with Set Field

Lecture 9: Picker Window

Lecture 10: List Filter

Lecture 11: Populating the Link

Lecture 12: Exclude Selected Contacts

Lecture 13: Combining the Tabs

Lecture 14: Reusing the List Filter

Lecture 15: Debugging

Lecture 16: Fixing the Relationships

Lecture 17: Populating Foreign Keys

Lecture 18: Completing the Portal

Lecture 19: Exclusion Revisited

Lecture 20: Odds & Ends

Chapter 5: Record Locking

Lecture 1: Sharing a File Locally

Lecture 2: Triggering Record Locking

Lecture 3: Script Steps that Lock

Lecture 4: Owning a Record

Lecture 5: Globals and Record Locking

Lecture 6: Fixing Scripts

Lecture 7: New Window Locking

Chapter 6: Documents

Lecture 1: Inserting a Picture

Lecture 2: Manage Containers

Lecture 3: Expanding Picture

Lecture 4: Documents Portal

Lecture 5: Script File Insertion

Lecture 6: Auto-Enter Name

Lecture 7: Open & Email

Lecture 8: Universal Table

Lecture 9: Set Field by Name

Chapter 7: Working with John Mark Osborne

Lecture 1: Services Offered

Instructors

John Mark Osborne
FileMaker Pro Expert

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3 stars: 2 votes

4 stars: 12 votes

5 stars: 28 votes

Frequently Asked Questions

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