Constructing a Complete FileMaker 16 CRM – Part 1

Constructing a Complete FileMaker 16 CRM – Part 1, available at $19.99, has an average rating of 4.8, with 82 lectures, based on 122 reviews, and has 373 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 1

Summary

Title: Constructing a Complete FileMaker 16 CRM – Part 1

Price: $19.99

Average Rating: 4.8

Number of Lectures: 82

Number of Published Lectures: 82

Number of Curriculum Items: 82

Number of Published Curriculum Objects: 82

Original Price: $19.99

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

Learn 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: Introduction

Lecture 1: About John Mark Osborne

Lecture 2: About the Tutorial Series

Lecture 3: Why a Contact Manager?

Lecture 4: Goal for this Tutorial

Lecture 5: Work Files

Lecture 6: Importance of FileMaker 16

Lecture 7: New Features Overview

Chapter 2: Nuts & Bolts Approach

Lecture 1: Brand New File

Lecture 2: Data Entry Fields

Lecture 3: Housekeeping Fields

Lecture 4: Themes

Lecture 5: Import Data

Lecture 6: Window Size

Lecture 7: Basic Interface

Lecture 8: Autosizing

Lecture 9: Hide Toolbars

Lecture 10: Recreating the Status Toolbar

Lecture 11: List Layout

Lecture 12: List Revisions

Lecture 13: Sorting Column Headers

Chapter 3: Firm Foundation

Lecture 1: Planning your Solution

Lecture 2: Data Modeling

Lecture 3: Entity Relationship Diagram (ERD)

Lecture 4: Example ERDs

Lecture 5: Contact Manager ERD

Lecture 6: Requirements Document

Lecture 7: Source Tables & Fields

Lecture 8: Key Fields

Lecture 9: Relationships

Lecture 10: Relationship Graph Features

Lecture 11: Portals

Lecture 12: Relationship Options

Lecture 13: Crow's Feet

Lecture 14: Custom Value List

Lecture 15: Separation Model

Chapter 4: Advanced Relational Design

Lecture 1: Anchor Buoy Relational Design

Lecture 2: Fixing the Portals

Lecture 3: Enhancing the Relational Graph

Lecture 4: Company Layouts

Lecture 5: Connecting Companies & Contacts

Lecture 6: New Company from Contacts

Lecture 7: Adding Contacts to Companies

Lecture 8: GTRR

Lecture 9: New Portal Rows

Lecture 10: Deleting Portal Rows

Lecture 11: Related by Company

Lecture 12: Sorting Portals

Lecture 13: Filtered Contacts

Chapter 5: Calculations

Lecture 1: Anatomy of a Calculation

Lecture 2: The Ubiquitous Calculation Dialog

Lecture 3: Unstored Calculations

Lecture 4: Replace Field Contents

Lecture 5: Placeholder Text

Lecture 6: Filter Function

Lecture 7: Combining Auto-Enter & Validation

Lecture 8: Let & Self Functions

Lecture 9: Custom Functions

Lecture 10: Hiding Objects

Lecture 11: Conditional Formatting

Lecture 12: Maps

Lecture 13: Driving Directions

Lecture 14: Duplication Calculation

Lecture 15: Validation Types

Lecture 16: Object States

Chapter 6: Scripting

Lecture 1: Scripting Primer

Lecture 2: Script Workspace Dialog

Lecture 3: Form & List

Lecture 4: Records

Lecture 5: New Contact from Companies

Lecture 6: Send Mail

Lecture 7: Open URL

Lecture 8: Dial Phone

Lecture 9: Sort Menu

Lecture 10: Upcoming Birthdays

Lecture 11: Rolodex Find

Lecture 12: Time Stamped Notes

Lecture 13: Plurality

Lecture 14: Deleting Duplicates

Lecture 15: Deleting the Oldest Duplicate

Lecture 16: Flat to Relational

Lecture 17: Parsing the Company

Chapter 7: Working with John Mark Osborne

Lecture 1: Services Offered

Instructors

John Mark Osborne
FileMaker Pro Expert

Rating Distribution

1 stars: 1 votes
2 stars: 5 votes
3 stars: 2 votes
4 stars: 38 votes
5 stars: 76 votes

Frequently Asked Questions

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