Contact Manager In FileMaker Pro

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This course is designed for those interested to learn the basics of managing your contacts using FileMaker Pro.

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  • On Demand Video Lessons
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About This Coursebeginner

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.

What are the requirements?

  • Students can be completely new to FileMaker or even have a little knowledge
  • A working copy of FileMaker Pro or FileMaker Pro Advanced is required
  • A Macintosh or Windows computer is required

What will I learn?

  • Create Fields
  • Learn Naming Conventions
  • 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

Who is the target audience?

  • This FileMaker tutorial is designed for beginners with the intent of developing their own solution
  • The course will cover the basics in respect to developing a solution and move into some intermediate topics

 

Our Promise to You

By the end of this course, you will have learned.

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Course Curriculum

Course Sections

The Goal

The Field Picker

Housekeeping Fields

Importing Data

Themes

Parts

List View

Fixing The Fonts

Arranging Fields

Window Size

Basic Finds

AND Vs OR Finds

Omits

Date Ranges

Find Empty

Field Control

Popovers

Scroll Bars

Emailing

Web Browser

Global Fields

Help Text

The Send Button

Find By Month

Automate Birthday Reminders

Age Calculation

Defining A Duplicate

Automating The Find

Filter Function

Concatenation

Auto-Enter

Let Function

Conditional Statements

Adding A Table

The Relationship

The Portal

Duplicate Table And Relationship

Configure The Portal

Checkbox

Reminder Script

Sort The Relationship

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