Custom CRM in 30 Days - Day 1: What is a CRM - What comes FREE out of the box? Look inside FMSP.
What is FileMaker?
Terminology?
Products?
Local vs Hosted
Learn how to build & customize your own CRM (Customer Relationship Management) with the FileMaker Platform. This 30 day course is for users NEW to the FileMaker platform. You will learn to customize a pre-built CRM, and save tons of time and effort. Add or remove functions you need. This is FREE and the unlocked CRM are FREE.
[Click Me] to register for this event. | Custom CRM in 30 Days - Day 2: The Basics to get started - Tables, Fields, Layouts, Records, Modes, Found Sets
User Basics. Navigating Layouts. Navigating records. Layout Mode, Browse Mode, performing finds & sorts. Form Views, List Views and Table Views. Status toolbars in browse mode or Find Mode.
[Click Me] to register for this event. | Build a Custom FileMaker CRM in 30 Days - Day 3: Security Basics and Server - Launcher File
Basic of Security. Internal Accounts, privileges Sets, Roles, Extended Privileges. Near term skills to master versus longer term skills you might need someday. FMS vs. FMC2. Deployment considerations, behavioral differences between local files and hosted files. Global field behavioral changes. Performance considerations for found sets and sorts. Building a launcher file for user distribution.
[Click Me] to register for this event. | Build a Custom FileMaker CRM in 30 Days - Day 4: Recycling Previously Built Solutions - UI/UX
This is a beginner’s guide to making your own CRM in 30 business days using Claris FileMaker. Day to day content is TBD.
[Click Me] to register for this event. | Build a Custom FileMaker CRM in 30 Days - Day 5: What is a Table - Fields and Relationships
On day 5, we do a deep dive into what exactly a table is, and the basics of understanding how relationships and fields interact.
[Click Me] to register for this event. | Build a Custom FileMaker CRM in 30 Days - Day 6: Types of Fields, Value List, Radio Buttons, Check Boxes and more for your Layouts
We discuss the different types of fields in FileMaker, how to use and make your own Value lists, as well as how to make and use radio buttons and checkboxes.
[Click Me] to register for this event. |
