The marketing template allows you to manage your marketing campaigns including designing content and creating assets. Generate invoices easily and either print or save them as a PDF. The dashboard utilizes several charting Add Ons to visualize how many invoices are open and overdue and what your highest selling products are.Īn Add On image gallery gives you the flexibility to store as many images of your products as needed and visually tells you how much money will be coming in for that particular product. This customizable template will help you improve your cash flow by staying on top of overdue invoices. The invoice template gives any business everything it needs to start managing clients and generating invoices. Each event has a calendar Add On to visually manage all related tasks.Īnd on the day of the event, all you need is your iOS device with a special workflow to view your list of attendees, check in your registrants, and print their name badge on the go. The main dashboard gives clarity to the readiness of the event, showing how many tasks are pending and how many new guests have RSVPd.Ī heat map Add On quickly highlights how busy the team is on certain days, so that you can arrange tasks and future events optimally. You can manage individual tasks and the staff members responsible for completing them while keeping track of who is invited to an event. The customizable events template helps you stay organized for all of your events with support for creating and updating events. The charting Add Ons visually tracks your progress towards goals so you strategize where you need to target more donors. The main dashboard gives you the high level summary you need to see a quick overview of how many pledges and donations for each campaign. While you are on the go, you can quickly utilize your iOS device and a specialized workflow to keep track of interactions with donors and any pledges or donations you receive. This customizable template helps organize each campaign, donors and donations.Įach campaign allows you to track your percentage toward your goal and how much money has been pledged against what donations have already been received. The donations template helps non-profits running off of donations or business running campaigns reach their fundraising goals. This template also runs on iOS devices using Claris FileMaker Go with a custom workflow for searching the asset list as well as checking in and out items utilizing the barcode scanner for quick updates on the go. You can also print barcodes to add efficiency to your business for checking in and out assets. Included in Asset Manager is a barcode scanning Add On, allowing you to quickly create and check in assets on a device with a camera. You also have a running history allowing you to view patterns of asset usage and keep track of ongoing required maintenance. The assets customizable template you keep track of your Asset information along with check out features that allow you to see where the Asset is and who has it as well as when they are due back. In a small way, I consider it a failure on Filemaker's part for not including it as a function of the program sooner.Are you just getting started on your Claris FileMaker journey? Good news, we've got you covered! These templates, professionally designed by iSolutions Inc., are ready for immediate use and can be customized to fit your specific use case. It sure cuts down on the amount of recoding/design I have to do. from one file to another is something I've come to take for granted in that application. Being an MS Access user as well, the copying of forms, reports, etc. It sure would be nice if Filemaker 7 included a function for this. All went well after tweaking the new layouts a bit to get them to look the same. I posted here hoping to find a better way to copy the recently created layouts from the one file to the other. Between the two files all of the data fields were the same, but the layouts were different. The principal finished layout so much that he asked that it be put added for one other projects, which used a separate but similar database. I was recently faced with a situation where was asked to adjust the formatting of a layout to match the format of a final report one of the firm's principles was producing. The individual users tend to make changes to these copies such that, while the core data fields remain essentially the same, the layouts end up varying greatly from copy to copy. Because we don't yet have a set policy for information management, the staff at my firm reuses copies of old databases for work on new projects as they come in.
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