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Proof+Geist

A group blog by Proof+Geist in Affiliate Blogs

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About this blog

Entries in this blog

How to Make Space in this New World of Work

Once upon a time in tech, pre-laptop, pre-cell phone, when there were only numbers and words on screens—no images, graphics, or even colors—there was me, starting my career in the software industry. This embedded orientation taught me that work itself is not technology, nor tools. It’s space: the space we work in, the space in […] The post How to Make Space in this New World of Work appeared first on Proof+Geist. View the full article

The Context Podcast: Update on Claris’ Roadmap

Featuring:  Description: Get ready for a special new episode of The Context Podcast! Join us as we sit down with our special guest, Andrew Lecates, Chief Product Owner for Claris FileMaker. In this episode, we discuss Claris’s strategic shift towards a refocused Claris platform as Claris prepares to transition Claris Pro functionally into the FileMaker […] The post The Context Podcast: Update on Claris’ Roadmap appeared first on Proof+Geist. View the full article

The Context Podcast: Chris Rogers of TourPro

Featuring:  Description: In this episode of The Context Podcast, Martha Zink and Todd Geist from Proof+Geist sit down with a special guest, Chris Rogers, the mastermind behind TourPro—a revolutionary software shaking up the dance event management scene. In this episode, Chris takes us on a journey through his remarkable transition from building a small side […] The post The Context Podcast: Chris Rogers of TourPro appeared first on Proof+Geist. View the full article

Welcoming Zwarm Intelligence

Dear friends and colleagues,  I am very excited to announce that ZWARM is joining Proof+Geist. We have been working with ZWARM’s founder, Dirk Reynolds, for over a year now, and we love what Dirk has done with ZWARM and admire the care and attention he gives his customers. We are thrilled that Dirk has decided […] The post Welcoming Zwarm Intelligence appeared first on Proof+Geist. View the full article

How Proof+Geist unfragmented our customer data

The problem In this digital age, we often juggle numerous software-as-a-service (SaaS) applications to keep our businesses running smoothly. Individually, these tools are incredible, but collectively, they often create a challenging maze of data silos. We find ourselves trying to piece together a comprehensive view of our customers from disparate data sources. Our data was spread across Quickbooks Online, Pipeline, Harvest Time Tracking, and our eCommerce platform, Easy Digital Downloads. Each o

Send email with Gmail using OAuth2

Email communication is an integral part of our daily lives, and if you are a FileMaker user, optimizing your email process can significantly simplify your workflow. With OAuth 2.0, sending emails from your FileMaker solution is now more secure and straightforward than ever. In this blog post, we will guide you through the process of creating a Send Mail script using OAuth 2.0, generating a private key, and entering it into FileMaker. Whether you are a novice or an experienced […] The post Send

The Context Podcast: The Impact of AI on FileMaker

Featuring:  Description: In this episode of The Context Podcast, join Proof+Geist CTO, Todd Geist and Cris Ippolite, founder of iSolutions, as they dive into the fascinating impacts that AI and Large Language Models (LLMs) are having on our industry in general, and the FileMaker community in particular.  Cris was an early proponent of using Machine Learning and AI with FileMaker. In fact, this is the third time we have had Cris on the pod to discuss this topic. The first […] The post The Contex

In Case You Missed It: FM BetterForms User Group

Angelo and Todd had a great time presenting at the FM BetterForms User Group and wanted to give you a quick recap in case you missed it! Their main focus was on Ottomatic, our optimized FileMaker hosting platform. With years of experience behind it, Ottomatic is designed to meet FileMaker’s specific needs. It boasts a global presence with data centers in 30 locations, prioritizing speed and security. Additionally, Ottomatic offers “Apps on Demand,” allowing you to effortlessly create new FileMak

The Context Podcast: Unlocking Efficiency with SimpleQ

The Context Podcast: Unlocking Efficiency with SimpleQ Featuring:  Martha Zink  Todd Geist  Corn Walker  Mike Perley Description: Welcome to this episode of The Context Podcast where we explore the incredible capabilities of SimpleQ! Join us as we delve into the intricacies of SimpleQ, explaining its seamless task handling and compatibility with various systems. Discover the advantages of this approach and how it revolutionizes business processes. Additionally, we explore the origins of SimpleQ,

PauseOnError 2023 registration opens soon

FileMaker enthusiasts! We are excited to announce that registration for PauseOnError FileMaker Summer Camp* 2023 opens on Monday, May 8 at 12pm ET. This year’s event will once again be held at the beautiful Kaplan Mitchell Retreat Center, located in Clayton, Georgia, from October 3 to October 6, 2023. Last year, we interviewed folks about their experience at PauseOnError. You can listen to those interviews here or you can listen to abridged The Context Podcast versions: Part 1, Part 2, […] The

FileMaker 2023 Compatibility Issues

The release of the new Claris FileMaker 2023 update has been long-awaited by developers and users alike. With many new features and enhancements, it promises to make the already robust database platform even more powerful and efficient.  We also recognize that with new updates, compatibility issues can arise. Here are some additional details: Otto  Otto will require version 3.5.3 to work with FileMaker 2023. It is available for download. FMPerception FMComparison *FMPerception and FMComparison w

Reflections on FileMaker in 2023

I picked up my first copy of FileMaker 3 and wrote my first little database app in 1998. Twenty-five years later, I still find myself eagerly anticipating the next new release, hoping to try out the next cool feature that promises to keep this business of solving problems with software fun.  A lot has changed in the intervening years. The product has evolved and made significant transformations, gaining power and features. FileMaker started as a tool that hobbyists and professionals […] The pos

The Context Podcast: Claris 2023

Featuring: Martha Zink, Todd Geist, and special guest, Rick Kalman. Description:  In this episode of The Context Podcast, Martha Zink and Todd Geist talk to Rick Kalman from Claris about the launch of Claris FileMaker 2023.  Together, they discuss the upcoming changes to the platform—including the switch to a year-based naming scheme, significant performance improvements, and the availability of Claris Connect on the free plan. With stronger authentication protocols, greater scalability, and imp

Managing dynamic FileMaker filenames

There are a few scenarios where you may need to change the filenames for your FileMaker custom apps. For example, you might be hosting your development copy and production copy on the same server. Since FileMaker Server does not allow you to host two files with the same name you have no choice but to name them differently, eg,“My_CRM” and “My_CRM_Dev”. Or perhaps you’re maintaining one master codebase on the development server and pushing that codebase to one or more […] The post Managing dynam

St. Louis User Group with Todd Geist

Join us virtually on Tuesday, April 18th, for a virtual user group meeting hosted by Jay Sayers of Skeleton Key and discover how Otto gives you superpowers for your FileMaker server! Todd Geist will be leading a presentation of Otto’s current capabilities, and better yet, he will also give attendees an exclusive first look at Otto v4. After the presentation, an Open Forum segment of the meetup will allow attendees to ask questions, share problems, and showcase their projects to […] The post St.

Databuzz’s DocuSign Webhooks using Otto

Hello! We’re excited to share that Databuzz is doing some very cool things with Otto, as they’ve recently discussed on their blog. Databuzz is an FileMaker integration expert and awesome Claris Partner based in Sydney, Australia. They announced support for using Otto Webhooks as an alternative to the PHP files that they supply, beginning with their fmESignature Link product (DocuSign Edition). “Otto’s built in support for webhooks means you can use Otto to act as the receiver of the incoming […]

When less smart is more smart

I love my smart home. I also feel really fortunate to have it, especially given how my wife and I are complete opposites when it comes to technology. She admires the simple practicality of pen and paper, while the computer nerd in me always tries to squeeze out any efficiency in my everyday process (which is lived mostly on a computer screen). It started with a light switch When we moved into our new house last summer, I was able […] The post When less smart is more smart appeared first on Proo

The Context Podcast: Transactions in 19.6

Featuring: Description: In this episode of The Context Podcast, we are joined by Todd Geist, Corn Walker, and Peter Vinogradov for an epic debate between Team Pro-Transactions and Team Anti-Transactions. They dive in and discuss the benefits (and bad habits) that come with transactions in Claris FileMaker 19.6.  FileMaker’s 19.6 version release brought simplification and cleanup to the developer side of transactions, creating new commands to cut down on multistep processes and turning hard-to-re

Easy external file storage with UploadCare

Use Case When you need to store a significant amount of container data, we have a solution that allows you to store the files in the cloud rather than worry about disk space. Curious how we do it? Read on. ​Container storage options Embedded Container data is usually embedded in the FileMaker file, so that your file does not have any dependencies. Everything is in one place so it’s easy to move around. However, if you store more than 40 […] The post Easy external file storage with UploadCare ap

The Context Podcast: Pause on Production Part 3 — Interviews from PauseOnError Attendees

The Context Podcast: Pause on Production Part 3 — Interviews from PauseOnError Attendees. The final episode in this series The post The Context Podcast: Pause on Production Part 3 — Interviews from PauseOnError Attendees appeared first on Proof+Geist (formerly Geist Interactive). View the full article

Transactions in Claris FileMaker 19.6 with Corn Walker

Join Corn Walker as he demos Transactions in FileMaker 19.6. Covered during an internal Proof+Geist workshop on January 10th, 2023, Corn dives into the various upgrades and changes made to transactions in 19.6.  You can also watch the demo on Youtube. Corn Walker has also written two blog posts on Transactions, both of which you find on the Proof+Geist Blog. Read them now: Transactions in FileMaker 19.6: Part 1 and Transaction in FileMaker 19.6: Part 2. The post Transactions in Claris FileMaker

Transaction in FileMaker 19.6: Part 2

This is part 2 of a two-part series on Transactions. Read Part 1 here Transactions in FileMaker 19.6: Part 1. \ The new transactions model in Claris FileMaker 19.6 has made using scripted transactions easier, more flexible, and more explicit. It greatly improves on the implicit transaction model we are familiar with, however, there are still some details developers should be aware of and features of the design they may need to work around. Caveats Caveats to the new Transactions […] The post Tr

Claris January 25th Webinar recap

Hello folks,  In case you weren’t able to attend Claris’s webinar earlier today, here are some key messages we heard. Claris presentation Brad Freiteg (CEO) kicked it off with a few framing points: Claris views their core purpose and value as helping more organizations solve hard problems with technology. Freitag noted that the keys to their success are developers, products, recruiting, having a free tier, and their mission to enable and engage.  “Without you [the dev], we deliver nothing.”  Cla

The Context Podcast: Pause on Production Part 2 — Interviews from PauseOnError Attendees

Featuring: Description: In the scenic mountains of north Georgia, open-minded attendees gathered together to connect, learn, and grow with one another. In this episode, our guests focus on why PauseOnError differs from traditional tech conferences and how it ignites new perspectives.  We continue our series on stories from Pause, sitting down with David “Sully” Sullivan, Brian Panhuyzen, Jonathan Nicoletti, and April Barman to hear about their experiences; whether it’s laying down the law as wat

Claris FileMaker Server 19.6 is here

Claris FileMaker 19.6 Server: what’s new Claris continues to deliver new versions–this is a BIG one. With version 19.6 of FileMaker Server (FMS), you’ll see improvements in performance and security. Some features will seem familiar if you’ve used the Claris FileMaker platform for a while and others are new to everyone. Previously, Claris rebuilt the Admin Console interface and removed the Java-based web-console with the release of FileMaker Server 17. That meant FMS gained some features yet also

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