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Contact Manager In FileMaker Pro

Skill Success

Summary

Price
£157 inc VAT
Or £52.33/mo. for 3 months...
Study method
Online
Duration
Self-paced
Qualification
No formal qualification
Certificates
  • Certificate of completion - Free
Additional info
  • Tutor is available to students

Overview

This course includes lifetime access so you can complete the course at your own speed.

By taking this course on FileMaker development, you will learn how to design a complete contact management or CRM solution for personal or business purposes

Benefits of taking this course include:

  • Unlimited and lifetime access to the course
  • Learn the course at your own pace
  • Course can be accessed on any platform
  • 24/7 Customer support

Course media

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.

This Contact Manager In FileMaker Pro will cover the following topics:

Section 1 - Introduction

  • The Goal

Section 2 - Creating Fields

  • The Field Picker
  • Housekeeping Fields
  • Importing Data

Section 3 - Interface Design

  • Themes
  • Parts
  • List View
  • Fixing The Fonts
  • Arranging Fields
  • Window Size

Section 4 - Finding Records

  • Basic Finds
  • AND Vs OR Finds
  • Omits
  • Date Ranges
  • Find Empty

Section 5 - Notes

  • Field Control
  • Popovers
  • Scroll Bars

Section 6 - Communication With Other Applications

  • Emailing
  • Web Browser

Section 7 - Mass Email

  • Global Fields
  • Help Text
  • The Send Button

Section 8 - Birthdays

  • Find By Month
  • Automate Birthday Reminders
  • Age Calculation

Section 9 - Finding Duplicates

  • Defining A Duplicate
  • Automating The Find

Section 10 - Phone Formatting

  • Filter Function
  • Concatenation
  • Auto-Enter
  • Let Function
  • Conditional Statements

Section 11 - Call Log

  • Adding A Table
  • The Relationship
  • The Portal

Section 12 - To-Dos

  • Duplicate Table And Relationship
  • Configure The Portal
  • Checkbox
  • Reminder Script
  • Sort The Relationship

Who is this course for?

This course is designed for anyone who is interested in learning how to build a CRM solution using Filemaker Pro.

Requirements

No prior knowledge is required to take this course.

Questions and answers

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Certificates

Certificate of completion

Digital certificate - Included

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Legal information

This course is advertised on reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.

FAQs

Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.
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