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Explore FileMaker and other custom applications. en-us Tue, 15 Nov 2022 19:58:50 GMT 2022-11-15T19:58:50Z en-us How To Set Up a CRM Database for FileMaker https://blog.supportgroup.com/how-to-set-up-a-crm-database-for-filemaker <div class="hs-featured-image-wrapper"> <a href="https://blog.supportgroup.com/how-to-set-up-a-crm-database-for-filemaker" title="" class="hs-featured-image-link"> <img src="https://blog.supportgroup.com/hubfs/FileMaker_CRM/CRM-database-FileMaker_1200x627.jpg" alt="How to Set Up a CRM Database for FileMaker" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p><span>In our <a href="https://blog.supportgroup.com/create-a-custom-filemaker-crm">previous blog post</a>, we reviewed what a customer relationship management (CRM) system is and put together the requirements for a basic CRM. Yet, we’re not quite ready to start writing code. Next, we need to draw up an&nbsp;</span><a href="https://blog.supportgroup.com/getting-started-with-relational-databases-one-to-many-relationship"><span>entity relationship diagram</span></a><span> - ERD for short. In database land, this is a map of all the buckets of information that we will track and the connected data among them. As part of this process, we will look for places to normalize the data. Normalizing means we will look for instances where we can avoid entering the same data in two different areas.&nbsp;&nbsp;</span></p> <div class="hs-featured-image-wrapper"> <a href="https://blog.supportgroup.com/how-to-set-up-a-crm-database-for-filemaker" title="" class="hs-featured-image-link"> <img src="https://blog.supportgroup.com/hubfs/FileMaker_CRM/CRM-database-FileMaker_1200x627.jpg" alt="How to Set Up a CRM Database for FileMaker" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p><span>In our <a href="https://blog.supportgroup.com/create-a-custom-filemaker-crm">previous blog post</a>, we reviewed what a customer relationship management (CRM) system is and put together the requirements for a basic CRM. Yet, we’re not quite ready to start writing code. Next, we need to draw up an&nbsp;</span><a href="https://blog.supportgroup.com/getting-started-with-relational-databases-one-to-many-relationship"><span>entity relationship diagram</span></a><span> - ERD for short. In database land, this is a map of all the buckets of information that we will track and the connected data among them. As part of this process, we will look for places to normalize the data. Normalizing means we will look for instances where we can avoid entering the same data in two different areas.&nbsp;&nbsp;</span></p> <img src="https://track.hubspot.com/__ptq.gif?a=2992895&amp;k=14&amp;r=https%3A%2F%2Fblog.supportgroup.com%2Fhow-to-set-up-a-crm-database-for-filemaker&amp;bu=https%253A%252F%252Fblog.supportgroup.com&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> FileMaker Skills Tue, 15 Nov 2022 19:00:00 GMT christine@supportgroup.com (The Support Group) https://blog.supportgroup.com/how-to-set-up-a-crm-database-for-filemaker 2022-11-15T19:00:00Z Create a Custom FileMaker CRM https://blog.supportgroup.com/create-a-custom-filemaker-crm <div class="hs-featured-image-wrapper"> <a href="https://blog.supportgroup.com/create-a-custom-filemaker-crm" title="" class="hs-featured-image-link"> <img src="https://blog.supportgroup.com/hubfs/FileMaker_CRM/filemaker-crm_1200x627.jpg" alt="Create a Custom FileMaker CRM" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p><span>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.&nbsp;&nbsp;</span></p> <p><span>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.</span></p> <div class="hs-featured-image-wrapper"> <a href="https://blog.supportgroup.com/create-a-custom-filemaker-crm" title="" class="hs-featured-image-link"> <img src="https://blog.supportgroup.com/hubfs/FileMaker_CRM/filemaker-crm_1200x627.jpg" alt="Create a Custom FileMaker CRM" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p><span>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.&nbsp;&nbsp;</span></p> <p><span>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.</span></p> <img src="https://track.hubspot.com/__ptq.gif?a=2992895&amp;k=14&amp;r=https%3A%2F%2Fblog.supportgroup.com%2Fcreate-a-custom-filemaker-crm&amp;bu=https%253A%252F%252Fblog.supportgroup.com&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> FileMaker Skills Mon, 31 Oct 2022 18:30:00 GMT christine@supportgroup.com (The Support Group) https://blog.supportgroup.com/create-a-custom-filemaker-crm 2022-10-31T18:30:00Z Low-Code Platform Security Considerations https://blog.supportgroup.com/low-code-platform-security-considerations <div class="hs-featured-image-wrapper"> <a href="https://blog.supportgroup.com/low-code-platform-security-considerations" title="" class="hs-featured-image-link"> <img src="https://blog.supportgroup.com/hubfs/Low-Code%20Platform%20Security/low-code-platform-security_1200x627.jpg" alt="Low-Code Platform Security Considerations" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p><span>Some of us lack patience when it comes to improving our workflows. That's why low-code development tools are a God send for&nbsp;</span><a href="https://blog.supportgroup.com/are-you-a-problem-solver-and-citizen-developer"><span>citizen developers</span></a><span>. 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.&nbsp;</span></p> <p><span>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.</span></p> <p><span>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.</span></p> <div class="hs-featured-image-wrapper"> <a href="https://blog.supportgroup.com/low-code-platform-security-considerations" title="" class="hs-featured-image-link"> <img src="https://blog.supportgroup.com/hubfs/Low-Code%20Platform%20Security/low-code-platform-security_1200x627.jpg" alt="Low-Code Platform Security Considerations" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p><span>Some of us lack patience when it comes to improving our workflows. That's why low-code development tools are a God send for&nbsp;</span><a href="https://blog.supportgroup.com/are-you-a-problem-solver-and-citizen-developer"><span>citizen developers</span></a><span>. 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.&nbsp;</span></p> <p><span>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.</span></p> <p><span>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.</span></p> <img src="https://track.hubspot.com/__ptq.gif?a=2992895&amp;k=14&amp;r=https%3A%2F%2Fblog.supportgroup.com%2Flow-code-platform-security-considerations&amp;bu=https%253A%252F%252Fblog.supportgroup.com&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Custom business application Mon, 17 Oct 2022 17:30:00 GMT christine@supportgroup.com (The Support Group) https://blog.supportgroup.com/low-code-platform-security-considerations 2022-10-17T17:30:00Z How To Create Multiple New Records in FileMaker https://blog.supportgroup.com/how-to-create-multiple-new-records-in-filemaker <div class="hs-featured-image-wrapper"> <a href="https://blog.supportgroup.com/how-to-create-multiple-new-records-in-filemaker" title="" class="hs-featured-image-link"> <img src="https://blog.supportgroup.com/hubfs/Multiple_New_Records_FM/create-multiple-new-records-filemaker_1200x627.jpg" alt="How To Create Multiple New Records in FileMaker" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p><span>TL;DR: Use the import function instead of a loop to create many records simultaneously.&nbsp;</span></p> <p><span>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.</span></p> <div class="hs-featured-image-wrapper"> <a href="https://blog.supportgroup.com/how-to-create-multiple-new-records-in-filemaker" title="" class="hs-featured-image-link"> <img src="https://blog.supportgroup.com/hubfs/Multiple_New_Records_FM/create-multiple-new-records-filemaker_1200x627.jpg" alt="How To Create Multiple New Records in FileMaker" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p><span>TL;DR: Use the import function instead of a loop to create many records simultaneously.&nbsp;</span></p> <p><span>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.</span></p> <img src="https://track.hubspot.com/__ptq.gif?a=2992895&amp;k=14&amp;r=https%3A%2F%2Fblog.supportgroup.com%2Fhow-to-create-multiple-new-records-in-filemaker&amp;bu=https%253A%252F%252Fblog.supportgroup.com&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> FileMaker Tips & Tricks Mon, 03 Oct 2022 18:45:00 GMT christine@supportgroup.com (The Support Group) https://blog.supportgroup.com/how-to-create-multiple-new-records-in-filemaker 2022-10-03T18:45:00Z FileMaker Developer Roles and Responsibilities https://blog.supportgroup.com/filemaker-developer-roles-and-responsibilities <div class="hs-featured-image-wrapper"> <a href="https://blog.supportgroup.com/filemaker-developer-roles-and-responsibilities" title="" class="hs-featured-image-link"> <img src="https://blog.supportgroup.com/hubfs/FileMaker-Developer/FileMaker-Developer-Roles-Responsibilites_1200x627.jpg" alt="FileMaker Developer Roles and Responsibilities" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p><span>FileMaker developers are in high demand. As businesses realized the importance of technology during the pandemic,&nbsp;</span><a href="https://blog.supportgroup.com/why-you-should-digitize-your-workflows"><span>digitizing workflows</span></a><span>&nbsp;immediately became a priority. As a result, developers were needed to build custom software that would allow both internal and external users to function as usual regardless of the COVID requirements. Despite the craziness, the pandemic presented an opportunity for us all to examine and improve our workflows.&nbsp;</span></p> <p><span>Every FileMaker developer's path is unique. We all have different strengths, skills, and interests. However, there are certain steps to take to make the professional development road more smooth and more direct. So, let's review some of the roles and responsibilities of a FileMaker developer.</span></p> <div class="hs-featured-image-wrapper"> <a href="https://blog.supportgroup.com/filemaker-developer-roles-and-responsibilities" title="" class="hs-featured-image-link"> <img src="https://blog.supportgroup.com/hubfs/FileMaker-Developer/FileMaker-Developer-Roles-Responsibilites_1200x627.jpg" alt="FileMaker Developer Roles and Responsibilities" class="hs-featured-image" style="width:auto !important; max-width:50%; float:left; margin:0 15px 15px 0;"> </a> </div> <p><span>FileMaker developers are in high demand. As businesses realized the importance of technology during the pandemic,&nbsp;</span><a href="https://blog.supportgroup.com/why-you-should-digitize-your-workflows"><span>digitizing workflows</span></a><span>&nbsp;immediately became a priority. As a result, developers were needed to build custom software that would allow both internal and external users to function as usual regardless of the COVID requirements. Despite the craziness, the pandemic presented an opportunity for us all to examine and improve our workflows.&nbsp;</span></p> <p><span>Every FileMaker developer's path is unique. We all have different strengths, skills, and interests. However, there are certain steps to take to make the professional development road more smooth and more direct. So, let's review some of the roles and responsibilities of a FileMaker developer.</span></p> <img src="https://track.hubspot.com/__ptq.gif?a=2992895&amp;k=14&amp;r=https%3A%2F%2Fblog.supportgroup.com%2Ffilemaker-developer-roles-and-responsibilities&amp;bu=https%253A%252F%252Fblog.supportgroup.com&amp;bvt=rss" alt="" width="1" height="1" style="min-height:1px!important;width:1px!important;border-width:0!important;margin-top:0!important;margin-bottom:0!important;margin-right:0!important;margin-left:0!important;padding-top:0!important;padding-bottom:0!important;padding-right:0!important;padding-left:0!important; "> Custom business application Wed, 14 Sep 2022 20:30:00 GMT christine@supportgroup.com (The Support Group) https://blog.supportgroup.com/filemaker-developer-roles-and-responsibilities 2022-09-14T20:30:00Z