QUESTION: I saw on the blog that there may be QuickBooks integration. Curious how that is going and what the integration looks like? We are an avid Enterprise QB user.
ANSWER: Unfortunately, all the plans we had in line for QuickBooks integration are on hold and we don’t have any immediate plans to revisit the integration. We had planned on using a third party plug-in product that has since been bought out by a competitor and the technology we had researched will not be supported any longer by its new owners.
QuickBooks integration with InBizness should be as easy or easier than with any other FileMaker database, that hasn’t changed. You can implement any proven QuickBooks to FileMaker technology out there and InBizness with be just fine. Simply because InBizness is a well written FileMaker database product and you have full access to all levels of coding when you purchase InBizness.
Wednesday, December 31, 2008
Sunday, December 28, 2008
Looking back and forward
Originally created back in 1992 using FileMaker 2.0. InBizness was a multiple flat file solution based upon my experiences of building software packages for various Macintosh mail order companies located out of Austin Texas. When FileMaker 3.0 came out, InBizness was completely rewritten to take advantage of FileMaker 3.0 new relationship features. Made many modest updates to the system until 2004, when FileMaker 7 came out. To take advantage of the single file / multiple table features in FileMaker 7, another complete rewrite of the system took place. In January of 2008, I found myself without a full time job and looking forward to having more control of the FileMaker design muscles I used on a day in / day out basis. I decided to look back at my almost two decades of experiences and roll out a collection of smaller and controlled updates to the package. So in 2008, seven updates rolled out for the InBizness product which included the introduction of many new modules, a new user interface and extensive documentation in the form of blog posts and tutorial movies. Also applied for and was granted FileMaker Small Business Application status, which allows me to bundle FileMaker 9 and FileMaker 9 Server for customers needing these products.
VISION GOING FORWARDWith the exception of a manufacturing element, I have most of the modules in place for the future. Some of the modules I have in place are not as robust as they could be and I think smaller incremental updates to these modules is still the way to go. At this stage, I think InBizness is in good shape to start leveraging the power of others. This includes including features provided by third party plug-ins, instant web publishing and external data sources such as SQL tables. I would like to take the documentation of the product up another level as well. I feel committed that documenting the solution is still the best quality assurance process for products such as this.
Saturday, December 27, 2008
The Expenses Module
During the business day, staff members may encounter expenses in which the company needs to reimburse. Using traditional methods of entering an expense report can be time intensive and then doesn’t provide a digital copy of the transaction within the system. The Expense module in InBizness is linked directly to a tab in the staff module. This allows for quick data entry for the expense and allows for custom programing to help automate the expense tracking process.
Here is a movie that shows off the introduction to the Expense module.
http://www.dwaynewright.com/inbiz/movies/update28/Expenses.mov
Here you can see the list view for the expenses module.
Here you can see the expenses tab within the staff module.
Here is a movie that shows off the introduction to the Expense module.
http://www.dwaynewright.com/inbiz/movies/update28/Expenses.mov
Here you can see the list view for the expenses module. 
Here you can see the expenses tab within the staff module.
The Correspondence Module
There are times in which you want to create a letter or fax for a client quickly and easily. Along those same lines, you may want to have a record of that correspondence available for historical reference and make that correspondence available to everyone in your business workgroup. The correspondence module for InBizness is design to do just that.
Now you can quickly create correspondence to the contacts within your clients, leads and vendor records. Data entry is quick and smooth and the print outs can even use letterhead information you store within InBizness!
Here is a movie that shows off the introduction to the Correspondence module.
http://www.dwaynewright.com/inbiz/movies/update28/Correspond.mov
Now you can quickly create correspondence to the contacts within your clients, leads and vendor records. Data entry is quick and smooth and the print outs can even use letterhead information you store within InBizness!
Here is a movie that shows off the introduction to the Correspondence module.
http://www.dwaynewright.com/inbiz/movies/update28/Correspond.mov
Friday, December 26, 2008
InBizness 2.8 Feature List
Seattle Washington - dwaynewright.com is excited to announce the immediate availability of InBizness 2.8! Below is a comprehensive listing of the changes in this upgrade. A series of movies explaining these updates is available from the dwaynewright.com web site.
NEW MODULE: CORRESPOND
So I finally needed to write a letter to someone that was in my version of the InBizness database. I've done this type of integration for dozens of clients throughout the years and somewhat surprised that I've waited this long to add this feature within InBizness. This isn't a feature rich implementation this time around but the foundation is certainly there for growth!
NEW MODULE: EXPENSES
Needed a way to quickly add expenses and thought it would be something most staff members would do from their staff record. Now later on, this will need to be more robust but I've made it ruthlessly simple in this update. So the data entry is done from the Admin tab in the Staff module but you can navigate to the Expenses module (now only available in list view) and do data entry there as well.
NEW REPORTS UNDER THE REPORTS MENU
inventory Module: Received Product By Date Range
OVERALL FEATURES: Added To The System
Added First and Last buttons for record navigation
Added a Dashboards sub menu to the Navigation menu to go directly to a specific dashboard
CHANGES TO THE SEARCHES MENU
Tweaked the Searches Menu to have module specific sub menus
Most modules now have a module specific searches menu under their custom menu ... Campaigns Menu has Campaign Searches
CAMPAIGN: Working Status
CAMPAIGN: As Needed Status
CAMPAIGN: Holding Pattern Status
CLIENTS: Active Clients Without A Follow Up Date
LEADS: Need Follow Up
STAFF: Active Only
TIMECARD: Today's Cards
VENDORS: Active Only
CLIENT MODULE CHANGES
Added a custom menu item under clients "AUTO ENTER EVENT: Call Client"
Added a custom menu item under clients "AUTO ENTER EVENT: Called Me And Left Message"
Added a custom menu item under clients "AUTO ENTER EVENT: Follow Up In 7 Days"
Needed an exclusive tab for timecard records and made this change
Rewrote the timecard payment process to use a join file, better accountability, have to manually add paid invoices to the list
Added two more client timecard tabs for timecards (need billing) and timecards (billed)
Rearranged the form layout some to consolidate Alternates
Added the ability to assign a client to a staff sales rep
Added three fields for sales rep follow up (last followup date, interval and next followup date)
Added 6 fields within a new Sales Staff tab for a sales rep to do their own specific data entry type
Changed the name of the Email / Events tab panel to now say Email / Events / Correspond
Added a tab panel and portal to view related correspondence to a client and created a custom menu to create those linked records
CONTACT MODULE CHANGES
Added a custom menu item under clients "AUTO ENTER EVENT: Call Client"
Added a custom menu item under clients "AUTO ENTER EVENT: Called Me And Left Message"
Added a custom menu item under clients "AUTO ENTER EVENT: Follow Up In 7 Days"
Added a custom menu item under clients "AUTO ENTER EVENT: Create A Related Timecard Entry"
Added a custom menu item under clients "AUTO ENTER EVENT: Export Record To A VCard file"
CREDIT MEMO MODULE CHANGES
Added a tab panel and associate related fields to view the invoice that may be linked to a credit memo record
DASHBOARD SALES CHANGES
Added a tab panel and associated portal to see a sales reps clients with a rolodex style alpha character filter
Added a tab panel and associated portal to see a sales reps clients via a billing address state filter
Added a tab panel and associated portal to see a sales reps invoices, sales orders, quotes and proposals
Added a portal on the main tab that shows clients and leads that require followup
Added a preferences tab to allow a sales rep to customize portions of InBizness for their specific needs
DASHBOARD MANAGER CHANGES
Added a portal that shows the staff members that have been linked to a particular manager
Added a new tab and associated portal for a manager to view the timecards of their staff by a date range
EVENTS MODULE CHANGES
Added "Constrain Found Set: Omit Complete" as a custom menu item for the Events menu
INVOICE MODULE CHANGES
Added a sales rep id field so that a record can be linked to that sales persons dashboard
Added a field called IsPosted for 123Sync QuickBooks Synchronization
Added an invoices Saved Searches sub menu for invoices with a balance due.
Added new tab panels called Customer Sat and it contains a tab panel with related info from credit memos, returns and support calls.
Added the ability to create related credit memo, return and support call records from the Invoice custom menu
LEAD MODULE CHANGES
Added a new green button labeled call, which automatically creates a new event and auto enters it as a call
Added a custom menu item under leads "AUTO ENTER EVENT: Call Lead"
Added a custom menu item under leads "AUTO ENTER EVENT: Called Me And Left Message"
Added a custom menu item under leads "AUTO ENTER EVENT: Follow Up In 7 Days"
Added three fields for sales rep follow up (last followup date, interval and next followup date)
PROPOSAL MODULE CHANGES
Updated the print out for the proposal record to have the new header format that was added to the invoice module in the 2.7 update.
Added a button called lower in the dialog box for proposal milestones. This is used when you paste content into the proposal milestone description that is in upper case. This allows you to make the entire section lower case and then you can clean it up accordingly.
Added a sales rep id field so that a record can be linked to that sales persons dashboard
PURCHASE MODULE CHANGES
Made the previous listing of purchase order searches a sub menu under the purchase menu.
Updated the printed purchase order layout to a more streamlined look and feel
QUOTE MODULE CHANGES
Added a sales rep id field so that a record can be linked to that sales persons dashboard
Added a quotes Saved Searches sub menu for open and closed quotes.
SALES ORDER MODULE CHANGES
Added a sales rep id field so that a record can be linked to that sales persons dashboard
STAFF MODULE CHANGES
Added an option for staff members to be automatically taken to their staff record and events tab when first opening InBizness.
Added a manager id field to assign a staff member to a manager (which is also a record in the staff table)
TIMECARD MODULE CHANGES
Reorganized the Timecard form view to have a more streamlined look and feel.
Added button and associated script to add incremental, this allows you to preserve the daily timeline but associate the new time card record with a different client / campaign.
Added a button and custom menu option to rename the window pane equal to the title of the timecard record. This allows you to be able to keep multiple timecard record windows open and know which is which.
Added a script and custom menu option that is used to edit a timecard with auto enter data in critical fields for reports. I created this for my selfish needs like recording my daily blog posting time but it can be edited for your own business needs.
VENDOR MODULE CHANGES
Added a custom menu item under vendors "AUTO ENTER EVENT: Call Vendor"
Added a custom menu item under vendors "AUTO ENTER EVENT: Called Me And Left Message"
Added a custom menu item under vendors "AUTO ENTER EVENT: Follow Up In 7 Days"
Added a tab panel and portal to view related correspondence to a client and created a custom menu to create those linked records
VENDOR BILL MODULE CHANGES
Updated the printed vendor bill layout to a more streamlined look and feel
UNDER THE HOOD - CUSTOM FUNCTION CHANGES
Added CF_ListToCommas, a custom function from Nick Stockbridge downloaded from briandunning.com
Added ProperSentence, a custom function that David Head of UlearnIT helped me out with.
Added SuperTrim, a custom function from Debi Fuchs downloaded from briandunning.com
UNDER THE HOOD - CUSTOM MENU CHANGES
Added Dashboard as an option from under the Navigation menu, goes to the appropriate user role dashboard
UNDER THE HOOD - VALUE LIST CHANGES
Tweaked the Event Type value list to include the options of Called In, Called Out and Follow Up.
Added a value list that only shows staff members that are in a manager role
NEW MODULE: CORRESPOND
So I finally needed to write a letter to someone that was in my version of the InBizness database. I've done this type of integration for dozens of clients throughout the years and somewhat surprised that I've waited this long to add this feature within InBizness. This isn't a feature rich implementation this time around but the foundation is certainly there for growth!
NEW MODULE: EXPENSES
Needed a way to quickly add expenses and thought it would be something most staff members would do from their staff record. Now later on, this will need to be more robust but I've made it ruthlessly simple in this update. So the data entry is done from the Admin tab in the Staff module but you can navigate to the Expenses module (now only available in list view) and do data entry there as well.
NEW REPORTS UNDER THE REPORTS MENU
inventory Module: Received Product By Date Range
OVERALL FEATURES: Added To The System
Added First and Last buttons for record navigation
Added a Dashboards sub menu to the Navigation menu to go directly to a specific dashboard
CHANGES TO THE SEARCHES MENU
Tweaked the Searches Menu to have module specific sub menus
Most modules now have a module specific searches menu under their custom menu ... Campaigns Menu has Campaign Searches
CAMPAIGN: Working Status
CAMPAIGN: As Needed Status
CAMPAIGN: Holding Pattern Status
CLIENTS: Active Clients Without A Follow Up Date
LEADS: Need Follow Up
STAFF: Active Only
TIMECARD: Today's Cards
VENDORS: Active Only
CLIENT MODULE CHANGES
Added a custom menu item under clients "AUTO ENTER EVENT: Call Client"
Added a custom menu item under clients "AUTO ENTER EVENT: Called Me And Left Message"
Added a custom menu item under clients "AUTO ENTER EVENT: Follow Up In 7 Days"
Needed an exclusive tab for timecard records and made this change
Rewrote the timecard payment process to use a join file, better accountability, have to manually add paid invoices to the list
Added two more client timecard tabs for timecards (need billing) and timecards (billed)
Rearranged the form layout some to consolidate Alternates
Added the ability to assign a client to a staff sales rep
Added three fields for sales rep follow up (last followup date, interval and next followup date)
Added 6 fields within a new Sales Staff tab for a sales rep to do their own specific data entry type
Changed the name of the Email / Events tab panel to now say Email / Events / Correspond
Added a tab panel and portal to view related correspondence to a client and created a custom menu to create those linked records
CONTACT MODULE CHANGES
Added a custom menu item under clients "AUTO ENTER EVENT: Call Client"
Added a custom menu item under clients "AUTO ENTER EVENT: Called Me And Left Message"
Added a custom menu item under clients "AUTO ENTER EVENT: Follow Up In 7 Days"
Added a custom menu item under clients "AUTO ENTER EVENT: Create A Related Timecard Entry"
Added a custom menu item under clients "AUTO ENTER EVENT: Export Record To A VCard file"
CREDIT MEMO MODULE CHANGES
Added a tab panel and associate related fields to view the invoice that may be linked to a credit memo record
DASHBOARD SALES CHANGES
Added a tab panel and associated portal to see a sales reps clients with a rolodex style alpha character filter
Added a tab panel and associated portal to see a sales reps clients via a billing address state filter
Added a tab panel and associated portal to see a sales reps invoices, sales orders, quotes and proposals
Added a portal on the main tab that shows clients and leads that require followup
Added a preferences tab to allow a sales rep to customize portions of InBizness for their specific needs
DASHBOARD MANAGER CHANGES
Added a portal that shows the staff members that have been linked to a particular manager
Added a new tab and associated portal for a manager to view the timecards of their staff by a date range
EVENTS MODULE CHANGES
Added "Constrain Found Set: Omit Complete" as a custom menu item for the Events menu
INVOICE MODULE CHANGES
Added a sales rep id field so that a record can be linked to that sales persons dashboard
Added a field called IsPosted for 123Sync QuickBooks Synchronization
Added an invoices Saved Searches sub menu for invoices with a balance due.
Added new tab panels called Customer Sat and it contains a tab panel with related info from credit memos, returns and support calls.
Added the ability to create related credit memo, return and support call records from the Invoice custom menu
LEAD MODULE CHANGES
Added a new green button labeled call, which automatically creates a new event and auto enters it as a call
Added a custom menu item under leads "AUTO ENTER EVENT: Call Lead"
Added a custom menu item under leads "AUTO ENTER EVENT: Called Me And Left Message"
Added a custom menu item under leads "AUTO ENTER EVENT: Follow Up In 7 Days"
Added three fields for sales rep follow up (last followup date, interval and next followup date)
PROPOSAL MODULE CHANGES
Updated the print out for the proposal record to have the new header format that was added to the invoice module in the 2.7 update.
Added a button called lower in the dialog box for proposal milestones. This is used when you paste content into the proposal milestone description that is in upper case. This allows you to make the entire section lower case and then you can clean it up accordingly.
Added a sales rep id field so that a record can be linked to that sales persons dashboard
PURCHASE MODULE CHANGES
Made the previous listing of purchase order searches a sub menu under the purchase menu.
Updated the printed purchase order layout to a more streamlined look and feel
QUOTE MODULE CHANGES
Added a sales rep id field so that a record can be linked to that sales persons dashboard
Added a quotes Saved Searches sub menu for open and closed quotes.
SALES ORDER MODULE CHANGES
Added a sales rep id field so that a record can be linked to that sales persons dashboard
STAFF MODULE CHANGES
Added an option for staff members to be automatically taken to their staff record and events tab when first opening InBizness.
Added a manager id field to assign a staff member to a manager (which is also a record in the staff table)
TIMECARD MODULE CHANGES
Reorganized the Timecard form view to have a more streamlined look and feel.
Added button and associated script to add incremental, this allows you to preserve the daily timeline but associate the new time card record with a different client / campaign.
Added a button and custom menu option to rename the window pane equal to the title of the timecard record. This allows you to be able to keep multiple timecard record windows open and know which is which.
Added a script and custom menu option that is used to edit a timecard with auto enter data in critical fields for reports. I created this for my selfish needs like recording my daily blog posting time but it can be edited for your own business needs.
VENDOR MODULE CHANGES
Added a custom menu item under vendors "AUTO ENTER EVENT: Call Vendor"
Added a custom menu item under vendors "AUTO ENTER EVENT: Called Me And Left Message"
Added a custom menu item under vendors "AUTO ENTER EVENT: Follow Up In 7 Days"
Added a tab panel and portal to view related correspondence to a client and created a custom menu to create those linked records
VENDOR BILL MODULE CHANGES
Updated the printed vendor bill layout to a more streamlined look and feel
UNDER THE HOOD - CUSTOM FUNCTION CHANGES
Added CF_ListToCommas, a custom function from Nick Stockbridge downloaded from briandunning.com
Added ProperSentence, a custom function that David Head of UlearnIT helped me out with.
Added SuperTrim, a custom function from Debi Fuchs downloaded from briandunning.com
UNDER THE HOOD - CUSTOM MENU CHANGES
Added Dashboard as an option from under the Navigation menu, goes to the appropriate user role dashboard
UNDER THE HOOD - VALUE LIST CHANGES
Tweaked the Event Type value list to include the options of Called In, Called Out and Follow Up.
Added a value list that only shows staff members that are in a manager role
Thursday, December 18, 2008
FAQ: How Customization Affects Upgrades
QUESTION: If I have you customize the software how does that affect upgrades?
ANSWER: There is no effective way to automate significant FileMaker structure changes between file versions. We do the best we can to fully document what has changed between each version of InBizness and what customization we do for our customers. We focus on a modular design method in every thing we do and that is helped in a large part by the features available in FileMaker Pro Advanced.
So customers that have previous customized versions of InBizness can take a look at what has been offered in the latest update. If there is a number of “must have” features in that update, they can purchase that version and then integrate that code into their customized version. In some cases, those new features can be added into their version within minutes. In all cases, the integration time is a fraction of the effort of building those features from scratch.
If you navigate to the movies section of my web site (http://www.dwaynewright.com/movies.html), you can see a series of movies on the philosophy of the design that supports these integration goals.
ANSWER: There is no effective way to automate significant FileMaker structure changes between file versions. We do the best we can to fully document what has changed between each version of InBizness and what customization we do for our customers. We focus on a modular design method in every thing we do and that is helped in a large part by the features available in FileMaker Pro Advanced.
So customers that have previous customized versions of InBizness can take a look at what has been offered in the latest update. If there is a number of “must have” features in that update, they can purchase that version and then integrate that code into their customized version. In some cases, those new features can be added into their version within minutes. In all cases, the integration time is a fraction of the effort of building those features from scratch.
If you navigate to the movies section of my web site (http://www.dwaynewright.com/movies.html), you can see a series of movies on the philosophy of the design that supports these integration goals.
FAQ: What is your upgrade policy for future releases?
QUESTION: What is your upgrade policy for future releases of InBizness?
ANSWER: Most upgrades need to be handled on a quote basis. A rule of thumb is that owners of previous versions of InBizness can purchase the latest version for the difference between the two versions. I do have three bundles that include free updates of InBizness for a period of time. Unlike most shrink wrapped products, we can negotiate customized upgrade policies to best support your business in its future growth.
ANSWER: Most upgrades need to be handled on a quote basis. A rule of thumb is that owners of previous versions of InBizness can purchase the latest version for the difference between the two versions. I do have three bundles that include free updates of InBizness for a period of time. Unlike most shrink wrapped products, we can negotiate customized upgrade policies to best support your business in its future growth.
The InBizness Relationship Graph Read Me
I recently tweaked the relationship graph for the upcoming InBizness 2.8 release of InBizness. I thought I’d go ahead and include a draft of the read me document that is within the graph itself and include a snapshot.
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Thank you for investing in InBizness by dwaynewright.com! InBizness is a very robust FileMaker CRM product and has a very intense relationship graph to support all the connections within the database. We decided to implement the classic Anchor / Buoy design methodology for InBizness. If you are unfamiliar with Anchor / Buoy design, there are multiple resource articles on the internet including articles on our FileMaker Relationships Explored blog.
The graph itself is currently organized into three large vertical columns. The first is dedicated mostly to the staff and staff dashboard related features. This area will be growing significantly over time. The second column will contain base table anchors starting with the letter A through the letter H and is organized into alphabetical order. The third column will contain base table anchors starting with the letter I through the letter J and is organized into alphabetical order. You can quickly navigate to a base table by using a type ahead feature. For example to quickly jump to the base table occurrence anchor for the Leads module, simply start typing L E A and you will see the relationship graph quickly lead to that associated table occurrence.
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Click this image to get a larger view of a small portion of the relationship graph.
-------------------------------------
Thank you for investing in InBizness by dwaynewright.com! InBizness is a very robust FileMaker CRM product and has a very intense relationship graph to support all the connections within the database. We decided to implement the classic Anchor / Buoy design methodology for InBizness. If you are unfamiliar with Anchor / Buoy design, there are multiple resource articles on the internet including articles on our FileMaker Relationships Explored blog.
The graph itself is currently organized into three large vertical columns. The first is dedicated mostly to the staff and staff dashboard related features. This area will be growing significantly over time. The second column will contain base table anchors starting with the letter A through the letter H and is organized into alphabetical order. The third column will contain base table anchors starting with the letter I through the letter J and is organized into alphabetical order. You can quickly navigate to a base table by using a type ahead feature. For example to quickly jump to the base table occurrence anchor for the Leads module, simply start typing L E A and you will see the relationship graph quickly lead to that associated table occurrence.
------------------------------
Click this image to get a larger view of a small portion of the relationship graph.
Thursday, December 11, 2008
InBizness 2.7 Feature List
Seattle Washington - dwaynewright.com is excited to announce the immediate availability of InBizness 2.7! Below is a comprehensive listing of the changes in this upgrade. A series of movies explaining these updates is available as well by clicking here.
NEW FEATURE: Role Based Dashboards
Added Manager Role Based Productivity Dashboard
Added Accounting Role Based Productivity Dashboard
Added Sales / Marketing Role Based Productivity Dashboard
Added Customer Service Role Based Productivity Dashboard
Added Information Tech Role Based Productivity Dashboard
DASHBOARD MODULE CHANGES
The role based dashboards were rolled out with minimal features but here are some of the features included at initial rollout
Information Tech Dashboard:Tab and Portal to show staff user log in activities and filtered by date range
OVERALL FEATURES: Added To The System
New Searches custom menu to automatically take you to a saved search in an InBizness module.
To help support more role based features, added fields to track what privilege set created and modified records in each table.
Added the ability to click the icon in form and list views to quickly install the FileMaker menu set for Full Access users
Added a global field that has the company address information on one line, without any carriage returns
Added a button and script to allow the printing of topics from the InBizness help module
Added a new custom function from briandunning.com / Ilya Shuvalov called IsWebClient
Added a table and process to capture staff user session log in data
NEW REPORTS UNDER THE REPORTS MENU
Invoice Module: Fiscal Quarter Report In CrossTab format
Timecard Module: Billable Timecards By Month / Week Report
Payments Module: Payments By Month / Type
Payments Module: Payments By Day / Type
CLIENT MODULE CHANGES
Added the ability to link an existing contact record to the currently viewed client record
Added a tab for Batch Email actions to link contact records to campaigns
Added a new Timecard tab With filtered ranges between a start and end date
Added a sub tab panel inside of the Background tab and added a QuickBooks related subtab
CAMPAIGN MODULE CHANGES
Added a tab for Batch Email actions
Added a portal to see linked batch email contacts
Added a link / portal / tab from a campaign record to lead contact records
Added a button to send one email to all batch contacts via a BCC setting
Added Create Related Timecard to the Campaign custom menu
Consolidate the tabs Linked Files / Products, Emails & Invoices as a sub tab in a new Linked Records tab
EVENTS MODULE CHANGES
Added button "Add Similar Event" to the Events dialog to create events with the same linked client / campaign
Added a text button next to the event details in the event dialog layout to insert from the last record visited
INVOICE MODULE CHANGES
Updated the printed invoice layout to a more streamlined look and feel
Added button and custom menu option to save an invoice as a pdf document and allows you to store the document location
LEADS MODULE CHANGES
Added the key id for a campaign to create a link from a lead to a single campaign
Added the ability to create a new quote from a lead record
Added a tab and portal to show quotes that have been placed into the system for a lead
Added the ability to link an existing contact record to the currently viewed lead record
Added the + button next to the contact name field in the address info section to quickly add that person to the related contacts table
Added a script / button to automatically create 8 follow up events for a lead record
PROPOSAL MODULE CHANGES
Discovered a need to build proposals that do not have a dollar amount assigned to any of the listed milestones. This helps lead the way to creating a type of requirement proposal to list milestone needs before assigning a dollar value to them. I updated the proposal to zero out any reference to a dollar amount in those situations.
Added the ability to flag a milestone from a proposal as a template, these can then be found in the new template tab. You can copy a template milestone and paste it directly into the currently viewed proposal.
QUOTE MODULE CHANGES
Added custom menu, buttons and associated scripts to convert a quote to a sales order
Added a link from quotes to leads, now leads can create quotes, because of this ...
Instead of showing related client address information, created address fields that auto enter either lead or client address information
Updated the printed quote layout to a more streamlined look and feel
Added button and custom menu option to save a quote as a pdf document and allows you to store the document location
SALES ORDER MODULE CHANGES
Updated the printed sales order layout to a more streamlined look and feel
Added button and custom menu option to save a sales order as a pdf document and allows you to store the document location
Added a field that signifies if that staff member goes to the main screen or the dashboard on open
STAFF MODULE CHANGES
Added a button in the events & timecard tabs to set the date range to yesterday
SUPPORT MODULE CHANGES
Added the list view for support records and column sort for issue date, customer and status
Added the ability to create linked events from a support record and a tab to see related events
TIMECARD MODULE CHANGES
Added buttons and associated scripts to view related Campaigns, Staff and Events from a Timecard record
VENDOR MODULE CHANGES
Added the ability to link an existing contact record to the currently viewed vendor record
Reorganized the vendor form view layout to have the large horizontal tab format
Added relationship to vendor bills from vendor record with new tab panel and associated portal record
VENDOR BILL MODULE CHANGES
Add a button / script that will automatically carry over the line items from a purchase order to a new line item on a vendor bill
UNDER THE HOOD - VALUE LIST CHANGES
Added a new value list called Contact_type that has the options of client, lead or vendor.
NEW FEATURE: Role Based Dashboards
Added Manager Role Based Productivity Dashboard
Added Accounting Role Based Productivity Dashboard
Added Sales / Marketing Role Based Productivity Dashboard
Added Customer Service Role Based Productivity Dashboard
Added Information Tech Role Based Productivity Dashboard
DASHBOARD MODULE CHANGES
The role based dashboards were rolled out with minimal features but here are some of the features included at initial rollout
Information Tech Dashboard:Tab and Portal to show staff user log in activities and filtered by date range
OVERALL FEATURES: Added To The System
New Searches custom menu to automatically take you to a saved search in an InBizness module.
To help support more role based features, added fields to track what privilege set created and modified records in each table.
Added the ability to click the icon in form and list views to quickly install the FileMaker menu set for Full Access users
Added a global field that has the company address information on one line, without any carriage returns
Added a button and script to allow the printing of topics from the InBizness help module
Added a new custom function from briandunning.com / Ilya Shuvalov called IsWebClient
Added a table and process to capture staff user session log in data
NEW REPORTS UNDER THE REPORTS MENU
Invoice Module: Fiscal Quarter Report In CrossTab format
Timecard Module: Billable Timecards By Month / Week Report
Payments Module: Payments By Month / Type
Payments Module: Payments By Day / Type
CLIENT MODULE CHANGES
Added the ability to link an existing contact record to the currently viewed client record
Added a tab for Batch Email actions to link contact records to campaigns
Added a new Timecard tab With filtered ranges between a start and end date
Added a sub tab panel inside of the Background tab and added a QuickBooks related subtab
CAMPAIGN MODULE CHANGES
Added a tab for Batch Email actions
Added a portal to see linked batch email contacts
Added a link / portal / tab from a campaign record to lead contact records
Added a button to send one email to all batch contacts via a BCC setting
Added Create Related Timecard to the Campaign custom menu
Consolidate the tabs Linked Files / Products, Emails & Invoices as a sub tab in a new Linked Records tab
EVENTS MODULE CHANGES
Added button "Add Similar Event" to the Events dialog to create events with the same linked client / campaign
Added a text button next to the event details in the event dialog layout to insert from the last record visited
INVOICE MODULE CHANGES
Updated the printed invoice layout to a more streamlined look and feel
Added button and custom menu option to save an invoice as a pdf document and allows you to store the document location
LEADS MODULE CHANGES
Added the key id for a campaign to create a link from a lead to a single campaign
Added the ability to create a new quote from a lead record
Added a tab and portal to show quotes that have been placed into the system for a lead
Added the ability to link an existing contact record to the currently viewed lead record
Added the + button next to the contact name field in the address info section to quickly add that person to the related contacts table
Added a script / button to automatically create 8 follow up events for a lead record
PROPOSAL MODULE CHANGES
Discovered a need to build proposals that do not have a dollar amount assigned to any of the listed milestones. This helps lead the way to creating a type of requirement proposal to list milestone needs before assigning a dollar value to them. I updated the proposal to zero out any reference to a dollar amount in those situations.
Added the ability to flag a milestone from a proposal as a template, these can then be found in the new template tab. You can copy a template milestone and paste it directly into the currently viewed proposal.
QUOTE MODULE CHANGES
Added custom menu, buttons and associated scripts to convert a quote to a sales order
Added a link from quotes to leads, now leads can create quotes, because of this ...
Instead of showing related client address information, created address fields that auto enter either lead or client address information
Updated the printed quote layout to a more streamlined look and feel
Added button and custom menu option to save a quote as a pdf document and allows you to store the document location
SALES ORDER MODULE CHANGES
Updated the printed sales order layout to a more streamlined look and feel
Added button and custom menu option to save a sales order as a pdf document and allows you to store the document location
Added a field that signifies if that staff member goes to the main screen or the dashboard on open
STAFF MODULE CHANGES
Added a button in the events & timecard tabs to set the date range to yesterday
SUPPORT MODULE CHANGES
Added the list view for support records and column sort for issue date, customer and status
Added the ability to create linked events from a support record and a tab to see related events
TIMECARD MODULE CHANGES
Added buttons and associated scripts to view related Campaigns, Staff and Events from a Timecard record
VENDOR MODULE CHANGES
Added the ability to link an existing contact record to the currently viewed vendor record
Reorganized the vendor form view layout to have the large horizontal tab format
Added relationship to vendor bills from vendor record with new tab panel and associated portal record
VENDOR BILL MODULE CHANGES
Add a button / script that will automatically carry over the line items from a purchase order to a new line item on a vendor bill
UNDER THE HOOD - VALUE LIST CHANGES
Added a new value list called Contact_type that has the options of client, lead or vendor.
Monday, December 8, 2008
InBizness 2.7 Now Available
Seattle Washington - dwaynewright.com is excited to announce the immediate availability of InBizness 2.7! This incremental upgrade to the popular open framework FileMaker CRM solution contains a number of enhancements including ...
Support For New Business Role Based Dashboards
New Saved Searches Custom Menu
Four New Reports That Can Be Executed From The Reports Custom Menu
Shared Contact Records Can Be Linked To Multiple Clients, Vendors Or Leads
Updates Look And Feel To Printed Invoices, Sales Orders And Quotes
Additional Support For Proposal Template Milestones
Enhanced Linking Between Vendor Bills And Purchase Orders
And Much More
When purchased, you can customize InBizness to meet your individual business needs. That means you can add small tweaks to large redesigns for all layouts, relationships, scripts, tables, value lists and security schema. InBizness has one of the largest entity modules including clients, contacts, vendors, leads, staff, proposals, quotes, sales orders, invoices, invoice payments, inventory, campaigns, media library, timecards, purchase orders, vendor bills, finances, credit memos, returns, support calls and more!
For more information regarding InBizness, please visit http://www.dwaynewright.com/solutions.html
Dwayne Wright
dwaynewright.com
Snohomish, Washington 98296
info@dwaynewright.com
Support For New Business Role Based Dashboards
New Saved Searches Custom Menu
Four New Reports That Can Be Executed From The Reports Custom Menu
Shared Contact Records Can Be Linked To Multiple Clients, Vendors Or Leads
Updates Look And Feel To Printed Invoices, Sales Orders And Quotes
Additional Support For Proposal Template Milestones
Enhanced Linking Between Vendor Bills And Purchase Orders
And Much More
When purchased, you can customize InBizness to meet your individual business needs. That means you can add small tweaks to large redesigns for all layouts, relationships, scripts, tables, value lists and security schema. InBizness has one of the largest entity modules including clients, contacts, vendors, leads, staff, proposals, quotes, sales orders, invoices, invoice payments, inventory, campaigns, media library, timecards, purchase orders, vendor bills, finances, credit memos, returns, support calls and more!
For more information regarding InBizness, please visit http://www.dwaynewright.com/solutions.html
Dwayne Wright
dwaynewright.com
Snohomish, Washington 98296
info@dwaynewright.com
Tuesday, December 2, 2008
FILEMAKER: Startup Script That Branches Based On Privilege Set
From Dwayne Wright - Certified FileMaker 9 Developer
WEB: www.dwaynewright.com
EMAIL: info@dwaynewright.com
TWITTER: dwaynewright
I recently made an update to a client database and I thought I’d share this to you via this blog. I have an InBizness customer that wants their clients to have access to a small piece of their data. So we created a separate file and have it hosted on thedroolingdog.com. This file has FileMaker Instant Web Publishing turned on and it setup to only allow these clients to see their own records. The main InBizness system will periodically synchronize data with this web based file.
In the main InBizness file, we have a script setup to allow the data entry person to setup their web account access. This script will use the “Add Account” script step to create the credentials in the web version of the file and then email the client the account name / password credentials.
Then in the web file, the startup script detects if the user that just signed in is assigned to the ClientContact privilege set. If so, it goes to the contact layout, does a find for their account record and hides the status area.
WEB: www.dwaynewright.com
EMAIL: info@dwaynewright.com
TWITTER: dwaynewright
I recently made an update to a client database and I thought I’d share this to you via this blog. I have an InBizness customer that wants their clients to have access to a small piece of their data. So we created a separate file and have it hosted on thedroolingdog.com. This file has FileMaker Instant Web Publishing turned on and it setup to only allow these clients to see their own records. The main InBizness system will periodically synchronize data with this web based file.
In the main InBizness file, we have a script setup to allow the data entry person to setup their web account access. This script will use the “Add Account” script step to create the credentials in the web version of the file and then email the client the account name / password credentials.
Then in the web file, the startup script detects if the user that just signed in is assigned to the ClientContact privilege set. If so, it goes to the contact layout, does a find for their account record and hides the status area.
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