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The Events Module is filled with records that generally come from other modules. For example, you can create a new event from the clients module for a new meeting, call or to do event. The same is for a campaign record. I tend to log all my program for a customer from a campaign. This means I can even keep track of billable hours this way!
Single Event View - This is a form view of each event record.
Daily - This is calendar view of your events on a daily basis. You have arrow keys that allow you to navigate from one days events to the next days events.
Weekly - This is calendar view of your events on a weekly basis. You have arrow keys that allow you to navigate from one weeks events to the next weeks events.
Monthly - This is calendar view of your events on a monthly basis. You have arrow keys that allow you to navigate from one months events to the next months events.
Range - This is calendar view of your events via a set range of dates. You specify a start date and an end date and you will see all the events between those two dates.
The single event view for a particular event. The Event Record Information screen holds all the details of an event. Each event has a title, so that it can be easily recognized in lists. The type field is attached to a value list menu, to allow you to quickly make choices. This is something you can customize for your own needs. At the moment that I’m writing this, it has the possible choices of Client Project, Design Project, Guide, Marketing, Product Announcement and Special Offer. These are the types that I want to keep track of and perhaps report upon. I didn’t create a field for event classes like calls, meetings and to do events. There is little reason for me to track this in my business and I can put information like that in the event title. However, you may want to add an event class field in your version.
The purpose of the event date and duration are pretty self evident. I put in a reminder date field but at this time have not built a script to automatically generate future events. Depending on how complex you would want your reminders programed, it can be very easy or very difficult to design.
I also like to link my events to a campaign and/or a client. This is why those fields are there. The data in these fields is generally added from that module automatically. Say if you are on a client record, you can click a button to add a new event for that client. This creates a record in the event table and automatically places the client id information in that field. The same is true if you are on a campaign record.
Finally, you can make an event billable. I do this all the time because consulting, technical support and custom design are large parts of my business. The way that I do it is setup a campaign with a customer that purchases a block of design time. After working on a project, I go to that campaign record and record the programming time as an event. Then I can simply enter in the duration and the billable hourly rate. The programming time is automatically calculated and then deducted from the time block purchased by the client.
The Event Interaction buttons are shortcuts for the rare occasion that you would create a new record within the event module. They allow you to duplicate a current record and then you can edit it as needed. I only used these buttons when I was working with legacy data from another system. Then it was easier to duplicate events and change the affected information.
The Linked Contact information consists of related fields from the client module. When the client id field has data that matches a client record, you can see their address information. If you edit this data here, you are actually modifying the actual client record.
This is the daily view of events.The screens in the Events module are solution wide and not filtered by a particular staff member but this is fully customizable for registered owners.
Key Features Of The Events Module
- Ability to link to multiple modules
- Ability to duplicate and clone events
- Auto link new events to logged in staff member
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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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