4.55 out of 5
4.55
253 reviews on Udemy

90 Minute Contact Manager in FileMaker Pro

Create a Contact Manager in FileMaker Pro 15 in approximately 1 Hour
Instructor:
John Mark Osborne
4,187 students enrolled
English [Auto-generated]
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

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.

Introduction

1
The Goal

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

Creating Fields

1
The Field Picker

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

2
Housekeeping Fields

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

3
Importing Data

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

Interface Design

1
Themes

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

2
Parts

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

3
List View

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

4
Fixing the Fonts

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

5
Arranging Fields

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

6
Window Size

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

Finding Records

1
Basic Finds

Learn how to perform basic finds or searches.

2
AND vs OR Finds

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

3
Omits

Omitting records allows for exclusion.

4
Date Ranges

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

5
Find Empty

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

Notes

1
Field Control

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

2
Popovers

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

3
Scroll Bars

Fields containing multiple lines may require a scroll bar.

Communication with other Applications

1
Emailing

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.

2
Web Browser

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

Mass Email

1
Global Fields

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.

2
Help Text

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

3
The Send Button

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

Birthdays

1
Find by Month

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

2
Automate Birthday Reminders

Automate searching for upcoming birthdays.

3
Age Calculation

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

Finding Duplicates

1
Defining a Duplicate

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

2
Automating the Find

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.

Phone Formatting

1
Filter Function

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

2
Concatenation

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

3
Auto-Enter

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

4
Let Function

Incorporate the Let function to make your formulas more efficient.

5
Conditional Statements

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

Call Log

1
Adding a Table

A new table allows for the storage of unlimited number of calls to a particular contact.

2
The Relationship

A relationship between tables allows them to communicate with each other.

3
The Portal

A portal is one of the many interfaces for a relationship, allowing multiple related records to be viewed.

To-Dos

1
Duplicate Table and Relationship

The tables for Call Logs and To-Dos are very similar so save some time and duplicate the Logs table and change the fields as needed.

2
Configure the Portal

Configure the portal with the various fields and a checkbox.

3
Checkbox

Add a checkbox in order to mark to-dos records as completed.

4
Reminder Script

Reminders require a script to automate the process of locating and organizing to-do items.

5
Sort the Relationship

In this case, a sorted relationship is a better choice than a sorted portal so sorts work properly.

Working with John Mark Osborne

1
Services Offered

Find out about training courses, consulting and solutions from Database Pros.

You can view and review the lecture materials indefinitely, like an on-demand channel.
Definitely! If you have an internet connection, courses on Udemy are available on any device at any time. If you don't have an internet connection, some instructors also let their students download course lectures. That's up to the instructor though, so make sure you get on their good side!
4.6
4.6 out of 5
253 Ratings

Detailed Rating

Stars 5
170
Stars 4
69
Stars 3
12
Stars 2
2
Stars 1
0
b6c4e06037169a86cb402f755e9a9a5e
30-Day Money-Back Guarantee

Includes

2 hours on-demand video
Full lifetime access
Access on mobile and TV
Certificate of Completion