Introduction To The Timecard Module

The Timecard module is designed to work hand and hand with the staff module but can be easily linked to almost any of the modules within InBizness. This module has the classic timecard needs of a data, a start time, an end time and comments. It also has direct ability to be linked to a campaign, client, staff or event.


There are other nice touches to the Timecard include a tab to see a text wrap up of key fields for emailing, a portal that shows timecards by a range of date and basic auditing of record changes.

Key Features Of The Timecard Module
- Ability to link to multiple modules
- Ability to see all time cards for a date range
- Ability to link timecards to media files
- Ability to email out timecards to clients
- Ability to see client balances for billable cards

Introduction To The Sales Order Module

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

The Sales Order module is designed to allow a company to perform split shipments from the same order. You can create invoices in a number of different ways and many companies may never perform a split shipment. However, there are many companies in which split shipment on a customer order is a critical piece of their business.



So you can flag individual line items on an order to be included on a newly created invoice or not. Clicking the Convert To Invoice button will selectively convert just the line items that are flagged as Ship / Invoice Ready. Line items flagged as Ship / Invoice Ready are automatically highlighted in bold blue formatting via FileMaker 9 conditional formatting.



Many of the options that are available in an invoice module are also available in the sales order module.

Key Features Of The Sales Order Module
- Ability to create orders for products and services
- Ability to selectively move line items to invoices
- Ability to link sales orders to media files
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More info about the author and FileMaker in general, contact me at info@dwaynewright.com.

© 2008 - Dwayne Wright - dwaynewright.com

The material on this document is offered AS IS. There is NO REPRESENTATION OR WARRANTY, expressed or implied, nor does any other contributor to this document. WARRANTIES OF MERCHANT ABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE EXPRESSLY DISCLAIMED. Consequential and incidental damages are expressly excluded. FileMaker Pro is the registered trademark of FileMaker Inc.

Introduction To The Leads Module

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

Here is a sneak peek at an upcoming new module for InBizness SOHO 2.4.

The Leads module is designed to hold business entity information for future customers. So there is an intention that each lead record will be converted to a client, continued to be worked upon for that purpose or closed as not an option to become a client.

For obvious reasons, there are many similarities between the clients module and the leads module. You can have multiple addresses for a lead and multiple contacts listed for that organization. You can define events that you want to track and send stored emails to those lead records.

The Web View tab allows you to see the companies web site, google map and mapquest data. The web viewer area also supports FileMaker 9 layout adjustments and grows in size as the window is expanded.

There is a button to convert a lead to a contact record. So you can track success of a lead marketing campaign and adjust accordingly.

Key Features Of The Leads Module
- Ability to link to multiple modules
- 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
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More info about the author and FileMaker in general, contact me at info@dwaynewright.com.

© 2008 - Dwayne Wright - dwaynewright.com

The material on this document is offered AS IS. There is NO REPRESENTATION OR WARRANTY, expressed or implied, nor does any other contributor to this document. WARRANTIES OF MERCHANT ABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE EXPRESSLY DISCLAIMED. Consequential and incidental damages are expressly excluded. FileMaker Pro is the registered trademark of FileMaker Inc.

The Contacts Module

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


The Contacts Module
As we know, a company in the role of a client, vendor or sales lead may have multiple contacts within their organization. The contacts module is designed to allow you to have an almost unlimited number of contacts associated with the above companies or independent records of their own.

So contacts can be viewed in a tabbed layout of their own or via a portal in the clients, vendors or leads modules. As with the other InBizness modules, this is designed to allow for customization for your individual contact manage needs.

Here you can see the contacts listed in a portal from the Clients module.

Here you can see the form view for the contacts module.

Key Features Of The Contacts Module
- Ability to link to multiple modules
- Ability to see multiple linked aspects of Events
- Ability to see multiple linked staff timecards
- Ability to see multiple linked media file records
- Ability to export vCard data
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More info about the author and FileMaker in general, contact me at info@dwaynewright.com.

© 2008 - Dwayne Wright - dwaynewright.com

The material on this document is offered AS IS. There is NO REPRESENTATION OR WARRANTY, expressed or implied, nor does any other contributor to this document. WARRANTIES OF MERCHANT ABILITY AND FITNESS FOR A PARTICULAR PURPOSE ARE EXPRESSLY DISCLAIMED. Consequential and incidental damages are expressly excluded. FileMaker Pro is the registered trademark of FileMaker Inc.

New InBizness Logo?

I'm rapidly working on InBizness SOHO 2.4 and will be rolling it out soon. This will be the last big update of SOHO for a time as I begin to roll out new products in the InBizness family. Thought I'd share a prototype of a new logo I'm thinking of for the line. Would be interested in hearing thoughts about it.