The Support Group Blog

Create a Custom FileMaker CRM

A Customer Relationship Management (CRM) tool is essential for any business. A CRM helps us communicate with clients, automates processes, and provides analytical tools to help us understand our operations and customers. That said, there are different kinds of CRMs. Some are as simple as the contacts app on our phones, while others can be full-fledged online applications like Salesforce or HubSpot.  

While many off-the-shelf CRM software solutions are currently on the market, every business is unique. Therefore, invariably the need arises to customize or create a CRM system tailored to a specific workflow or value proposition.

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Low-Code Platform Security Considerations

Some of us lack patience when it comes to improving our workflows. That's why low-code development tools are a God send for citizen developers. They usually understand the true nature of their work and what it takes to improve their workflows. And when process experts directly or indirectly contribute to custom software development, the results are usually effective and fast. 

Nonetheless, it's not all roses and sunshine with citizen development. Citizen developers understand the tasks and processes needed for specific operations but may not understand the risk technology introduces to an organization, particularly when integrations are involved.

Fortunately, a solid low-code development tool will provide security features to protect organizational data. Let's review some of the low-code development safeguards to consider.

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How To Create Multiple New Records in FileMaker

TL;DR: Use the import function instead of a loop to create many records simultaneously. 

In FileMaker Land, it happens that, on occasion, we have to create many records in one fell swoop. For example, when a new cohort of students enrolls at a school, we have to make a bunch of records in a student database. Or, a retailer would need to add new seasonal stock items to its inventory database over the course of the year.

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