Constructing a Complete FileMaker 16 CRM – Part 1

Learn FileMaker 16 Scripting, Calculations, Relationships and Reporting while building a Contact Manager

Created by: John Mark Osborne
FileMaker Pro Expert

What Will I 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

Requirements

• Students should be familiar with the basics of browse, find, layout and preview mode which can be achieved by taking any of the beginner courses also available on Udemy
• Students do not need to have experience with relational design, scripting and calculations but familiarity can help in faster learning

Target audience

• 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