Introducing The Clients Module

From Dwayne Wright - Certified FileMaker 9 Developer
www.dwaynewright.com
info@dwaynewright.com
TWITTER: dwaynewright

The Clients module is a major module in InBizness SOHO. A client record can be linked to almost every other module within the system. For example, a client record can be linked to an invoice record, an activity record, a purchased item, a campaign and even stored files like pdf files or excel spreadsheets.


There are a number of buttons in a dark gray area to allow for client record navigation, new record creation, deletion of client records, searches, printing and more. Below the dark gray area are lighter gray buttons that will create new records in other modules and link them to the current client record.

Currently, the clients module is broken into three main tab panels with two at the top and a large panel running along the bottom. The top left tab panel allows you to see client address information, default payment settings for invoices and an overview for related records. The top right tab panel currently has just one tab for listing alternate phone numbers for the client. The bottom tab panel shows a wealth of information and is broken up into multiple tabs. Many of these tabs will have tab panels within them for nested tab capability.

Key Features Of The Clients Module
- Ability to link to multiple modules
- Ability to set default payment methods
- Ability to see multiple linked aspects of Sales / Marketing
- Ability to see multiple linked aspects of Customer Satisfaction
- Ability to see multiple linked aspects of Events and Emails
- Ability to see multiple linked staff timecards
- Ability to see multiple linked media file records
- Ability to see linked web site information
- Limited data auditing on record changes
- Multiple client related report activities
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More info about the author and FileMaker in general, contact me at info@dwaynewright.com.

© 2008 - Dwayne Wright - dwaynewright.com

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