FM Starting Point - General Discussions

Hi I'm looking to add the picture from the products table to Invoices and Estimates tables. Not to successfully yet. What am I missing? Thanks in advance for you insights. M.

Hi, I am selling articles which I buy in € to different countries online. So sometimes I have to sell in $ or £. I am wondering how to tell FM Startingpoint to use a specific currency. Basically now FMSP is in $. So I would like to have FMSP calculating the value of my sales price in € (which I introduced in "products") into $ when I have an "estimate" in $. (and so on for £) The only thing I should have to do is once a month optimising in the database the value of € to $ and € to £. What would be of course the "cherry on the cake" should be that if FMSP deducts that the buyer (contact) is a $-related or a £-related "contact", automatically the "estimate",…

Dear sirs, When I drop a pdf-file (invoice) in a digital doc-container of "projects" it works. However, if later I want to open that pdf-file from the container, I get following error : "the file "51285.png" could not be opened. It may be damaged or use a file format that Preview doesn't recognise". I don't know what I am doing wrong because the file format I use is "pdf" and not "png".

Hi, I have a Filemaker Pro 11.04 database running and it's great. However I wanted to make a simple amendment which is proving very frustrating to do. I have a customer contacts layout that I can click on a button to create invoices. All the relevant contact data is ported and I get taken to a new layout (Invoice Data) where I input the relevant information for invoices (the items, quantities etc). When I'm ready to print I click another button on this layout and it takes me to another invoice layout (Invoice Print) that condenses the information input into the data layout into a more printer friendly version and prints it off (via script) automatically - this has work…

How can i add a digital docs tab to the staff section in fmstartingpoint? I'd also like to delete the Timesheets tab in that same section. Thanks in advance.

i have a question for Estimates and invoice print out for the attached files Pic A and B Red color column high light is there anyway can auto sliding up resize enclose part? thanks K

I have a client who is being difficult about paying my invoices in a timely manner. If I put a date, even the day I send him the invoice, it goes into his 'I'll pay this sometime in the next week or two' pile. He says that the absolute only way he will process my invoice expediently is if I have 'due upon receipt' in the due date box he sees at the top of my printed invoice. So I'm wondering if there is a way to add 'due upon receipt' to the date due box at the bottom right of the invoices entry template. Right now, it's a calculated field. So what I want is to have both the option of the calculated field and the 'due upon receipt' text. I don't want to mess up the calcul…

Hello As you will notice, I'm working like mad on starting point to get it customized to taste! I found this issue with DATE FORMATTING. I use "the rest of the planet" date format DD/MM/YYYY which is my system date format. Everything goes OK until now. I tried to change a payment period from monthly period to weekly and the date assigned to start and end period reverted to MM/DD/YYYY. Question: How do I get dates to respect the system date format( DD/MM/YYYY) Here is a screenshot

Hello I'm having issues accessing a file that was added to Digital Docs tab of the Accounts Table. Both methods drag and drop and insert button were tested to add a PDF FILE and give the same issue. Manage Containers indicate on STORAGE the following [database location]/DB_Documents and on THUMBNAILS Generate and store thumb for images checked, Permanent storage checked. When I try to double click inside the container NOTHING HAPPEN and when I hit the button OPEN it shows the message on the image BUT NOTE that the text on the message is referring to a PNG file and not to a PDF Well using debugger and data watch the container has the correct name of the file "ASA…

I have created a drop down menu in a Projects Layout that allows me to enter each Job Type that makes up the entire Project on a portal (1 to as many as 15 items that make up an entire project). Each portal row is scripted to allow me to enter each Job Type's Specifications onto a related Tab Object to separate the Job Type information. This all works real well. However, I am trying to figure out how to display all of this information in an "easy to read" formal quotation on another layout. In other words, I am trying to get the Job Type and Detailed Specifications fields to all appear on the formal quote that I can send out for bids. I have reviewed many websit…

Hello, I have two issues regarding importing my data from an excel CSV file to FM Starting Point. When I import to the Accounts module first to get all company data set up it works fine, however, when I then import to the contacts module (which has contacts related to the previously imported Accounts) the contacts import just fine but none of the related contacts are showing up in the Accounts module. I have used common linking data (such as company ID) that is associated with both the Account and the Contact but that doesn't appear to make them recognize one another as related. What is the best way to import my data so that the "related contacts" feature works in the A…

Hello I'm using FMSP 4.5 on Mac OSX FMP Adv 14.0 I want to get rid of phone formatting, too many countries too many formats and it is inserting x everywhere. What I've done : 1- went to Custom Functions and placed a remar on every line of the function fnPhone(text) and IT DID NOT WORK! Why? What is the correct procedure to just leave the phone as typed with no special formatting? I can find every single phone field and remove the function from there but replacing the function would keep the nice work for a rainy day... Cheers Beto Boton // fnPhone(text) // depending on phone # length, will format accordingly // Timothy Trimble, www.timothytrimble.info …

Hello Let's start with the famous introduction "I'm not an expert" but I've been around filemaker for a while. I'm on a Mac FileMaker Pro ADV 14. I would love to know HOW can we populate automatically the Estimates Bill To and Ship To information as soon as we select the "Company" (Account) since this information is already filled in the Account Layout. Can we do exactly the same based on BillTo_Name_First or BillTo_Name_Last ? But WAIT, there is MORE: I have Business as Clients and each Business is an represented by ACCOUNT I have people as clients (CONTACTS) from different places Individuals (Contacts) classified grouped under ACCOUNT "eBay Clients" Individual…

I have been using FMpro12 for over a year now. Was able to create the invoice to pull from multiple lines on an excel. Did different types of the temp for different areas of the company. Well I just got a new manager and he has been sending in his reports for invoice on multiple excel spreadsheets. So I have to go in and make invoices for each spreedsheet . I was wondering if there is anyway in fmpro 12 to import all the pages from excel and have each invoice file made into a pdf all at once. Not one page at a time.

I use FMSP from Rcconsulting. really love that product and very grateful to Richards and his team. The above script scans bar-codes items (my products) for sales. Now the issue is this, each scan of the same item suppose to add an increment in the quantity of the item and not adding the item on a new row thus having multiple lines of the same item. basically one needs to manually enter the quantity of the products after scanning instead of continuous scanning with the scan gun. Is there a way this can be fixed? I really need help.

Hi, Firstly, thanks for the great product. I can't tell you how much it has sped up the solution process for our tutoring business. I have a few questions and issues: The Calendar Search appears not to be working, and my attempts to debug have been futile. For example, I add a ToDo called "Tutoring Session." When I search "tutoring" or "Tutoring" or "Session" or any combination thereof on the search string entry it comes up as empty search. I have gone into the script and everything seems to make sense, so perhaps I am using the search in a way it's not intended to be? I have been having issues connecting the projects module to the timesheets module. When I go to the A…

Hello Guys, Just started using your FM_Starting_Point_4 and it's great except that when I try to print an invoice my company name and info on the header does not print or appear on the invoice I have already set up in general preferences the company info and company name. I must be doing something wrong! Thanks again Ken

Wondering if anyone on this forum has adapted FM StartingPoint to manage membership, invoicing, accounts receivable and correspondence for Homeowners Associations. Specifically wondering how to modify relationships between TO's in FM StartingPoint to associate Members (Contacts) with Lots Owned. (One to many relationship.) Lots can be owned by only one member (or legal entity) but one member can own more than one lot. Members are invoiced annual dues and roadway maintenance assessments based on the number of lots they own in the neighborhood. Some members make partial payments which need to be tracked. Seems like either the Accounts or Assets table could be used to as…

I need to add event management to the FMSP As such: I need to track Venues Seperately from Clients, is this best done as cloning Customers I need to assign multiple Staff to projects - Is this best done as a new field? - what's the best way to populate Calendar with Projects automatically? - on the Asset Tracking page, which fields do I need to Edit for example, only show department drivers with trucks - is there a way to make people unavailable for a time span after being assigned to a project? - I want the "staff" default field to only show "project leads" - Is there a way to Add an XML Layout mode? - How much repition of scripts do I need …

Where are payments applied to an invoice? I've searched and have not found the screen / tab to apply full or partial payments to invoices.

Hi, I'm working in the small recruiting company and we just started to use FM and Starting point. I loaded contacts and projects data into the database. Then I wanted to cross reference Contacts (candidates), that we want to be part of the already existing Project (search), to that particular Project, I could not do that. I can open only a new project from contacts tab. Is there a script that I can use to connect specific contact with already existing project and have that information be displayed in the contact's secondary tab? I would appreciate any help. Thank you, Anna

Hello I am building a solution in german language, customizing StartingPoint 4. For Maps, a contact can be Active (Green) or Inactive (Red). In german the status is called Aktiv or Inaktiv. How can I define Aktiv=Active for Google Maps? Thank you for any help, have a brilliant day!

FMSP for FileMaker 14 ... available in the next day or so... We are squashing a final set of bugs. - Richard Carlton

Hey,  This is a post about a recent patch we did on FMSP 4.3  The Issue: The address fields inside the contacts module were not Tabbing correctly due to a script trigger.  Solution: Change the Halt script script steps in script # 0834 into exit scripts with a result of one.   Issue #2: Geolocation for Timezone is failing  Solution #2: There are a few Script changes in Script # 0845 for this one, in order to create a failsafe incase the script enters an infinite loop. These have been updated in our current shipping version of FMSP 4.3v1  -Jonathan Hogle  Â

What scripts do i need to edit to get the audit log to show every field change and not just those related to loading, closing and inventory changes? I pre-emptively created a related table linking all the unique table ids to a master record, but i seem to have trouble making the auditlog functions to show all the changes to a record. I know how to use a simpler log system but it doesn't seem to work across relational links. Ideally, I want it to show what record was changed, by whom, and what time it was made. but i want this done for all the 30 or so tables in FMSP. I also want the ability to store the log for each day and be able to reload them.

What is the field Active_project used for in FMSP? I can't seem to find any direct use of the field initially. Also, How can I modify the TODO/Calendar system to for example, Cross polinate multiple users? I already have a table called (Crewxstaff).. which has staff id and project id fields, I want to be able to Write just one Task and have it apply to apply to each person with the matching Project id. I currently have it recording each assignment with dates and times. How should I test a new assignment to only show Staff who are not assigned, and (active?) ( the same table also records people's future absences.)

I have been using FM starting Point and Filemaker for sometime although I would characterize myself as still a beginner. I have been searching for a long time for a way to insert a line into the middle of an invoice table. I wish to use the line as a seperator for groups of items invoiced to one customer. I would prefer to do this rather than make one invoice for each group. This is easy to do as I make up an invoice but I can find no way to insert a line after the fact. Yes, I could export the invoice to a .pdf or Microsoft Word and edit it there but so much easier if I could to this within Filemaker. Is it possible to do this in the data entry layout?

Now, I have a different problem. I want to script an availability system First, if a person has been selected for an event, they are marked unavailable for events in the same time slot, with an estimated time Then when a person schedules in advance they are out, the system will date compare against their out and return dates. so far, I know that They need references to their status, The system already has a filter for Active status users I want to add the ability After being assigned to a project, They are marked unavailable for anything in the same time slot I also want to make it so that each staff member schedule in advance when they are out, and when they c…

... I really need the ability to add multiple staff to a project. However : the Approach i used (Repeating rows) does not work. Do i need to use an entirely new method? I need the changes also shown on the TO DO list, for example, If I set a show for the 25th, And it shows "tom" , but dick and harry, are also assigned on the calendar: I think some sort of looping function will do this, but i'm at a loss. (The current hack involves using staff with repetitions on the field, but it's not propogating across other tables.

Hi i am starting to work with your starting point 4 that i just downloaded on a PC Every time i click on a different button from the menu (Home, account ect....) the full window size goes to a reset size .. How can i lock it to stay to full size ? Thanks

I just downloaded this solution. I checked in preferences and did not see a way to change what appears to be a forced location of the window being anchored to the left side of the screen. If I move the window, clicking on any menu item moves my window back to this location. Is there a way to stop this behavior? I prefer the window on the top right corner of the monitor. It appears to be happening due to the use of "Resize to Fit" without reading the current location of the window. I can just disable the step, but it seems odd that such an elaborate solution would move windows like this. Maybe I am missing something.

I'm currently evaluating if FMSP will meet my needs for invoicing. Our average invoice is about 2 items, and usually no more than 7 line items. What is critical for our business is that the invoice contains photos of the products. Photos in the body might not work for space reasons, and I was wondering if it's possible to produce a invoice with the photos of the products in the footer of the invoice? TIA Tim

special thanks to Richard Carlton and his groip, for giving us such a wonderful product Free... Please, how can a staff be restricted to his/her own staff page.. ie redirecting a staff to his/her own page (staffl ayout) once he/she logs in. The essense is to limit staff view of other staff's pages and hence activities..

I' Need the ability to Match Multipe ids from a repeating field to another table. Would Making that table's matching field repeatable work? The intent is that if I go to the calendar, where each user is listed, filter for person x, He will appear despite not being the primary ID on a show or do I need to Add a new Join table, Add the Extra users, and Cross Relate it where ever that "staff id" is. such pk-id_crew, Staff ID, and match staff id to the Primary Key table where staff is called up? (for example, the Staff and project PK's) Currently the Calendar is ignoring the other people in my table.

in Filemaker 12 I could enter multiple types of fields with set Field, but in FM13, the menu does not let me enter say set field schedule::project[ id_project; $ProjectId] it either demands I create a calculation (and making idproject = $projectid, does NOT work) and the calculation button stops me with saying " expecting other command " this is really iritating as I wish to be able to just directly edit scripts without having to go through popups. So my Question then remains, how do i fix this poor behavior?

The UK English version will coming out next week. The UK English version lags behind... as we have to update after we get the North American English one done and out the door. - RC

On the ToDo portal on the Staff layout, I want to add the Project Name. Thought I had figured out the related Table Occurrence, but it only shows a project name for the first record. And that isn't the right project.

I have an estimate that has more than 20 line items but when I print it Im only getting the first page not multiple pages with all my line items. So how can i get my estimates and invoices to print all line items?

I'm using the FM Starting Point database under FM 13 Advanced for Mac. Â As a freelancer, I track my monthly earnings very closely to ensure that I meet a target income goal for the month. I've been using a very lightweight app called 'Savings Jar' that lets me set a monthly target, enter earnings daily, and then displays how much I need to save per day to stay on track for this goal. Â It's working well, but is redundant and I can't do anything else with this data that I am tracking anyway in FM Starting Point. Â In FM Starting Point, I create a 'project' that is the current earning month. I then link all my invoices for the month to that project and I am able t…

For my business model, a project is a month. I am currently only using projects to track income earned (linked to invoices). Before I expand that to also track expenses and time worked, I need to understand where FMSP is seeing costs being incurred. Â For most months, I'm seeing some data I don't understand in the summary tab for projects where you get gross profits. For some reason, there are costs listed, which take away from the gross profits. I cannot figure out where that cost data comes from. Â Any insight would be appreciated. Thanks, Â Rae Â

Hi, I have found out that when you click on the to do list, every to do appears regarding of who ever is logged on .. How can i put a drop down list for users like in the calendar THANKS

Hi. I JUST downloaded what I thought was Starting Point for FM 13, but I noticed the file extension is ".FMP12". Do I have the right product, or did I mistakenly download the version for FileMaker 12? Thanks so much for both the product (which at first blush looks terrific) and your help with my question

Good day all, Thanks in advance for amazing fm solution. I wonder if there is a way of showing time sheet on calendar. So when someone add a time sheet to database, it pops up on calendar like what it does with To-Do. I went trough scripts and calculations but it is too advanced for me and I don't understand them. Regards.

Firstly, I have to take my hat off to the team for such an impresive product - FM Starting Point. As I have been looking into using FM Starting Point as a means to keep track of contacts and meetings with contacts, I really don't want to do double the work load by adding To-Do's (creating appointments) in FMSP and then having to add them again to Calendar a second time. Is there a way that when a To-Do is created it could be add to my Calendar? The reason for doing this is to allow me to have the current data on my iPhone and keep me in sync as well as informed. Cheers, John

As a beginner I struggle a bit with getting a new relation to work. When having a project, I'd like to connect contacts to a project, more than one. Finally I'd like to have the same container window like in accounts, where you can show contacts within same account. So I'd like to show contacts within same project. Any hint? Have the training seminar from RCConsulting, but as a beginner struggling a bit with the right start. Appreciate any hint. Chris

Hello, I am a new user to FM Starting Point but its a great tool! However I do have 1 question; How can I change the Currency signs through-out the application at once from UK-Pound into Euro or from US-Dollar into Euro. Is there an easy way to do it or do i have to open every template and interface to change the field behind it? Thanks for the help! Dennis

Why is in estimates a tab with supplier. Supplier of what? Supplier of the products in the estimates-lines? But when you offer different products from different suppliers? Or is it the information about the transport company or post like UPS?

Hello All, I am using FMSP to track products and orders from suppliers. I need to track qty in from invoices as well as product variations and qty on hand at different locations. The problem I have run into is tracking products with variations. When placing an order with a supplier 1 item number can be associated with multiple UPC/barcodes. For example item number 123 includes 4 different item variations each with it’s own barcode, so the PO/Invoice from supplier shows I ordered a qty of 24 but I actually received 6 each of 4 different items. What is the best way to go about dealing with product variations? I tried adding a barcode table that related to products…

Is there script or plugin that will allow me to have an email notification sent to a specified email address whenever a new "To Do" record is entered?

Hi everyone, I am just in the process of amending FM Starting Point 4 to my requirements and have gotten quite far (with the help of some pros from here) for a rooky. The solution has a lot of bugs and one is anoyoing. Unfortunately I am lacking the exprience to interprete complex scripts. The invoicing layout has an email script but instead of getting me to the email client it gets me into preview mode and thats it. Here the copy of the script: Allow User Abort [Off] Commit Records/Requests [No dialog] Freeze Window # Set Variable [$email; Value:T12_INVOICES::Contact_Email] # #--------------------------------------Checks to make sure there is a Contact …

Being kind of a newbie to Filemaker, having designed databases on Paradox 7 for Windows, i have been using what i believe to be FM Starting Point 2.1v12 on a MAC for quite a while, mainly using the projects section to keep an eye on Daily To Do Lists, and log term projects, and also for it being a way of keeping and collating all documents relating to a task - but not using file links, or the supercontainer. Everything is working well with no issues, thank you for such a great product. Today however i downloaded an updated version (the link on the file said that the website held the newest version) so i downloaded what i think is Version 4 (how i missed 3, i dont …

Folks, hopefully not a big issue. I've just spent an afternoon moving contacts and accounts into the FMSP database via csv. They're separate but many of the contacts belong to companies which I've entered in as accounts. The issue is that the accounts don't show up as being connected to the contacts as I'd expect. I'm assuming it's something related to the 'relookup' command but I've tried that on both the account field in the contacts and the accounts table and it comes up with the error "There are no fields based on the field..." Any hints as to how I might get this working?

Found the answer.

From now until January 3, 2015, this contest is open to anyone to develop a visually appealing iPhone 6 Plus interface for FM Starting Point. The top cash prize for the winning entry is $300. There will also be 5 additional $50 prizes for the runner-ups. The top submissions may be used in a future release of FM Starting Point, allowing your awesome layout design to be seen by over a hundred thousand people. For official rules, visit http://fmstartingpoint.com/contest/ https://www.youtube.com/watch?feature=player_embedded&v=9yP_BzSrJT4 RCC_Layout_Contest.zip

Question by nomadicstate » Fri Mar 23, 2012 7:26 pm I may be missing something very obvious, but how do you go about creating a purchase order? --------------------- Hello Nomadicstate, Thank you for using FM Starting Point! FMSP does not come with a built-in Purchase Order module. You can easily customize the database to include a Purchase Order layout based on the Invoices module. Simply duplicate the Invoices Detail Printout (L94), rename to "Purchase Order," and make any other changes that you wish. You can add a button to the Invoice detail layout to navigate to there whenever you want to print the PO. This would be the easiest and quickest way to make FMSP mor…

All, I'm new to filemaker after looking forever for the correct software and finding it didn't exist. So I took the plunge and decided I would modify FM starting point using FM13, which for us is a brilliant solution. Thanks to this forum I have just about every aspect worked out including getting the server up and running but... I've included some new fields in the estimate portal but cannot work out for the life of me (after forum searching, subscribing to Lynda and watching the filemaker relationships course and buying a book) how to get them to relate and insert to the invoices. Would be very grateful for any advice and help. A great forum, without a…

Is it possible to tag contacts and make a search using tags? Here's where I need this function: I recently joined a wedding guild made up of several businesses. I'd like to be able to tag each business as a wedding guild member. Is this possible?

Where can I down load sample data for FMSP? greg

I love FM Starting point but there are a few things I'd like to add. I will post what I'd like to add one posting at a time. The first is to be able to write a form letter (similar to the email tab). How can this function be added? I have another template called Data4Life with the letter writing capability, but FM Starting Point has more of what I need.

Is it possible to create a prospects tab with FM Starting Point? If so, how would you do it?

I want to expand or possibly change, the use of the dropdown in the estimates screen to be able to choose products by using the product description rather than the product ID. Any hints to help me understand how this is working in the first place, and how I may add this functionality? Thanks! Ken

Hi, first of all thank you very much for your solution which is amazingly helpfull in getting processes working. I have one question, when I do a sale of material I need to produce also a delivery note, with the list of items. Is this document generated in FMSP from the invoice somehow? I cannot find it, am I overlooking something? Thanks, best G.

I'm a newbie on barcodes, scripts and such so be gentle. Since I'm learning and missed the 25% incentive off on the inevitable purchase of Barcode Creator, I found and am wowfully using a cheaper alternative to learn from. I am now able to search by scanning a barcode for an item in my database (1,100+ items), generate a barcode by entering one of like 15 symbologies then copy it to the clipboard and paste it in the FMSP container field (SKU or serial), print said barcode, enter the barcode as data and scan an item and drop it in an invoice or estimate and much more. I understand dropping the scripts in Scripts/Manage Scripts but saw a Geist video where he refers to havin…

Dear Mr Carlton I am a fan and one of the first people who supported and purchased both the FMGO13 and FM Starting Point Videos. I am a developer since FileMaker 7, located in Dubai since 1995. I've watched both Video series. But there are some crucial things relating to performance that are still not clear to me. FM_Starting_Point: There are many Unstored calculations in the contacts table. Many of them can be changed to Stored calcs by using the Evaluate( your calculation ; z_Load_Globals_Trigger) z_Load_Globals_Trigger is a field that is set to 1 to update all calculations. I read a documentation that says we need to minimize all unstored calculati…

OK... so if you have not made too many changes... to your copy of FMSP...and your happy to start with a default version of the product.... then watch this video... with some coffee. (or a fresh diet coke) - RC >

Hi,  I am totally new to FileMaker and am trying to set the preference for FM Starting Point. However, I keep getting an error message as shown in the image and there is no "Add New Record" toolbar for me to add a new record. I am not sure if I deleted anything accidentally. Anyone can advise? Thanks!

For my purposes, just this one video more than paid for the cost of the training course. Great info. Now, if only earlier changes I made to my FMSP products layout didn't have to be recreated after updating to 4.2. Ugh.

Hello guys, I am using the FMSP and now I am looking to make some change to ensure we can track changes to the inventory (in stock, re-orders, new_stock_amount), etc. I added some field in the product table, but even before I started trying to see it it would work, I realized that it would not. Am I right to think that I need to add another table, like products_line_re-order to be able to track this changes? I do not want to use a second copy of FMSP (Which I though about) only for this company, so I could track my inventory, my re-orders, etc... Can you guys point me to the right direction? Thanks Venko IT

I know this might not be the best place for this advice, but you guys are so good at File Maker, I thought I should ask. I just got a new Apple Time Capsule and I know I need to do port forwarding to port 5003, but the instructions with the unit are terrible and port forwarding is tricky to begin with. Hopefully since File Maker is an Apple product, it can be done but we non-techies really need help with this one. Thanks Don

Hello guys, First of all would like to congratulate you all for this product - FMSP is great. I'm kind of getting the grips with filemaker and having this solution ready and unlocked so I can study to solidify my understanding is great. I have also started to use this in my business - a Fire Extinguisher company - we sell, re-fill and do projects for companies that need to have their building adequate to the Fire Brigade Specifications. I just had to translate EVERYTHING into Portuguese. Great experience going over each and every layout, field labels. Not finished yet, need to continue with the scripts (when a dialog box comes up)....great fun!!! LOL!!! *** …

Worlds Most Popular FREE FileMaker Solution Gets Major Update! FM Starting Point 4.2 available today, now has full integrated support for barcode printing and scanning. From searching for Contacts via barcode to adding line items to Invoices and Estimates, FMSP has you covered. We have partnered up with Geist Interactive (developer of Barcode Creator) to make this a reality. Currently, you can scan any barcode into FMSP and do a search or add line items but with Barcode Creator you have the power to generate and print barcodes on Invoices, Products, Labels, etc. While FMSP continues to be free, and offers scanning of barcode, user who want to create and pri…

Attached is a quick simple FileMaker tool to run the barcode scanner on the iPhone and iPad to see what kind of data is coming back from your barcode. This is a quick tool to see what kind of RAW data is contained in the barcode. You need to know this absolutely... before deploying your barcode solutions. Your barcodes must match your SKUs correclty. FMSP assuming that you have all this worked out in advance. If not, download and use this tool. Desktop: http://www.learningf...est_Barcode.zip iOS Download: http://www.learningf...t_Barcode.fmp12 Very simple sample file. - RC

I have started to use FMSP in 'serious mode' after a fair bit of testing. It is excellent but I ran into a wee issue which I am struggling to solve - maily due to my lack of knowledge with themes. I carried out some very simple edits to a layout eg moving a field a few pixels in the Accounts (L10 Data entry). When I go back to Browse the theme has 'disappeared. I can re apply any other theme to the layout except the RCC Vibrant. Any ideas on what may have caused this? Thanks a lot Brian

Question by josenoulezdemiguel » Fri Mar 23, 2012 5:38 pm Can I send multiple attachments through the email templates ? ------------------- Hello, FileMaker currently only supports sending emails out with one attachment. So the answer to your question is no. You are only able to attach one file in the email templates of FM Starting Point. Wilson Leppert

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Question by josenoulezdemiguel » Fri Mar 23, 2012 5:40 pm Can Startingpointpoint send mils through GMAIL ? I mean if I setup my gmail account in the mail settings from Starting Point, but I can not send my mails through my gmail account. ------------------------- Hello, FM Starting Point can send out emails through Gmail using the "SMTP" fields in the Preferences module. Make sure that you have the "SMTP Server" option selected and then fill out the remaining fields with the required information. You should be able to find the information needed in your email client if you have previously set that up to work with Gmail. Otherwise, you can get on gmail and get the infor…

Question by garydr » Fri Feb 03, 2012 10:28 pm I'm starting an order entry solution using FM Starting Point. I'm just wondering, when you created this was the Invoice module intended for purchasing of supplies or sales to customers? On the Invoices Data Entry layout there is a reference to <<Supplier_Company>> which implies that it is intended to be used for making purchases. thanks Gary ---------------------- Hello Gary, The Invoice module is used solely for goods sold to customers. The Supplier field gives you the option of tracking the origin of the item you're selling to the customer. Best Regards, Jacqueline Schuck

Question: by jjgaubert » Fri Jun 04, 2010 3:37 pm Hi, First Thank you for your free, solution. I'm using it for my little job Q. when I'm in the estimate module and I would like to send directly the estimate by the button "Email Estimate", when this estimate is sent I would like to have an Activity History record in the contact module. Exactly like when I send an email to the contact, then there is a note that is created in the contact module. I think there is something to add, in the script "(905) EST_email_estimate", like "Performs the script - (739) Make Activity From Email - which creates an Activity History record for email sent if the option is checked in the P…

Question: by DGPExpress » Sat Mar 26, 2011 5:14 pm How can I lock an invoice from changes after it is printed and mailed. Regards Don ----------------------- Hi Don, Getting some help may be useful...but if you are feeling brave...here is the general sequence of things that need to be done. (1) Define a new field (the name is arbitrary)...something like "Flag_Invoice_Locked" (2) You need to limit emailing and printing of the invoice to a script. (3) Once the script to email or print is run...include the line Setfield "Flag_Invoice_Locked" = 1 (4) Define a new privilege set in the security manager in the FileMaker database. This set should allow EDIT of Invoice t…

Question: by bobgorel » Sat Mar 12, 2011 6:29 pm Hi, I have an invoice that requires multiple lines of text per record. I have expanded ID and Description fields to height of 100 but as soon as I add a second line item, the first line overylays and overprints on top of the second line and so forth. Can I have multiple lines per entry in invoice line items portal? One line invoices work fine and I'm able to print them but as soon as I add another line item it overprints. I have tried setting "Sliding Up based on Items above" and I have tried it with "resize enclosed part" and without it yet no difference. I have also tried setting the portal to slide up and witho…

Question:by bobgorel » Mon Feb 07, 2011 6:16 am Hello: First of all thank you for creating this wonderful package. In my business we often have to issue identical invoices. People might be buying three vehicles with same set of accessories but each vehicle has to be on its own invoice. When I click on Duplicate Record none of the line items are coming through which is quite frustrating as I have to go back and forth and copy them one by one. Am I missing something? Thanks, Bob ------------------------ Hello Bob, When duplicating a invoice with FM Starting Point use the "Duplicate Invoice" on the layout rather than with FileMaker (Command +D). With FMSP it will d…

Question: by lowndes » Tue Jan 18, 2011 2:09 pm When I'm under accounts, or under contacts there is an button option to email that account or contact. Is there any way to automatically log that email so I can have a record of it? Even just recording in the log section the fact that I emailed the account (without the actual email) would help. ------------------------ Hello Lowndes, In order to log the E-mails that you send out, you cannot use the E-mail icon next to "E-mail:" in Contacts or Accounts. The E-mail button simply opens up the E-mail application and enters the contacts E-mail address. Instead, go to Contacts > E-mail Menu. Send your E-mail through there an…

Question: by alexransome » Sun Dec 19, 2010 2:57 pm Hi, How can I make the calendar display the contacts name rather than the subject of the new activity. I'm trying to use the file from the point of view of a patient appointment booking system. Thanks to the creator/s for the great work. Fantastic. ----------------------- Hello Alexransome, To make the calender display the contact name rather than the subject of the activity, you need to make some changes to the field. Here are some simple instructions on how to do that. When you have FMSP running, Go to File > Manage > Database... Bring up the table "TDL_To_Dos" Look for the field "Item". Select "Ite…

Question: by fman » Tue Dec 21, 2010 4:52 pm Hi, I'm a new FM user. I want to use FM for my new start-up. I'm a bit lost, because I'm looking for a solution to send Html newsletters. Is it possible with the Starting Point template? I have found mailit and some others plug-ing but if there is a SP solution it could be great. Best regards, François ------------------------- Hello There, FM Starting Point cannot send HTML emails. A plugin would be required. You can use the Mail-it plugin. Another plugin that we like to use here at RC Consulting is 360WorksEmail (http://www.360works.com/email-plugin/). Hope this helps! Best regards, Calvin Mosiman

Question: by Foreman » Wed Dec 15, 2010 11:24 am Hi, I am a new FM user. I downloaded your great and elegant app and now studying it. It look great and works well. One thing I noticed - is there any change to connect timesheets and invoices? We are in consultancy business and there is a certain need for it Regards -------- Hello Foreman, Thank you for using FM Starting Point! FM Starting Point does not have a way to create Invoices based on the Timesheet module. You have a few options. 1. You can create "Products" for different hourly rates, select them with the invoice line items, and use the "Quantity" field for the number of hours worked and the "Cost" field…

Question: by sjamieson7812 » Mon Nov 29, 2010 4:08 am Can you explain how the to do's are intended to be used. I would expect that I would create todo to remind myself of something I need to do. If I'm on staff, there is no todo tab. Is it intended that I would create a todo from my contact record and that I would put my name in as the contact so that it would show up under my to do list? Is the staff field on the todo just for referance as staff don't have a todo tab? Also, what is the indended relationship between staff and contacts. I notice that a staff field is in the contact record. On the calendar you can use now filter by user. That must be the Filemaker use…

Question by: weighanchor » Wed Oct 13, 2010 7:36 am When importing an image into a record is it possible to capture the file name and then automatically display it beneath the image? Any help appreciated JIM ------------------- Hi there! This is a possible function. To do it, you will need to have a calc field that says: GetAsText(Container for image). This should get the file name for you. Hope this helps! Wilson Leppert

Question: by vaughan01 » Tue Oct 12, 2010 3:06 pm Thanks for such great product. I really like the look of this software and as I am new to Filemaker it seems to tick many boxes. I would like to know if I can modify the searches for Account/Name/Staff to turn off the warning pop up window every time you search. Regards, Vaughan ------------------------- Look at script (400) Account_ID_Search. To bypass the warning simply disable the line that says Show Custom Dialog... It's about half way down the script

Question: by mikeh123 » Fri Aug 20, 2010 3:40 pm I know this may well be a filemaker related question so tell me if so but.... When creating an estimate or invoice and adding a line item the size of description field is limited. If for example I wanted to put in about 4 lines of text for the product item (as I would for server configurations) is there a way to auto expand it so it prints out on invoice or the PDF created. I've tried and searched google looking how to auto expand it but can't seem to find a way within this system. By all means point me in the direction of a FM website if this is a pure how to use filemaker request. Thanks again. ------------------…

Question: by Fons1302 » Sat Sep 04, 2010 9:58 am Hi, First of all, thank you very much for this great solution! I have a question about how to change the text in the e-mail to which the PDF file of an estimate is attached. I'm talking about this text: "Hello X, Attached to this email you will find an Estimate from my company name. If there is any problem in opening this document or if the document was not attached at all, please let us know." I would like to make this text a little bit more personal but I can't find where to do that. Can anyone tell me where I can change this text? Thank you very much, Fons --------------------- Fons, There are 2 basic…

Question: by mikeh123 » Fri Jul 09, 2010 11:41 am Hi guys, First off big thanks for putting out a really solid, well designed template. We are a small 2 man startup and this is a really big help to us. I can play and change a bit with FM but am not a developer or even a half decent FM user. Products - What was the intended use for this as I'm a touch confused as it seems to fit really well into two different areas. Ideally I'd like both but seems to be one or the other. I see it as a way to record what stock you have and where you bought it from. So if a customer orders a mac and a network switch I put in details of where it came from how many in stock and cost et…

Question: by mikeh123 » Fri Jul 09, 2010 2:52 pm Just wondering if there is any required process for exporting and importing. I have the DB up and running and in use but am making changes offline. I exported contacts and accounts then imported them into the new DB. Of course this has really messed thing up (prob with related accounts and contacts - didnt think about that). I'll need to work on it live I reckon but for future reference whats the easiest way to export the whole DB and re-import into a new fresh shell. ?? Thanks ---------------- Hello Mike, Are you transferring records from one copy of FM Starting Point to a new copy? If so, there is an special "Imp…

Question: by Joshua Lopez » Fri Sep 03, 2010 3:15 pm Is it possible to customize the way the invoice appears for printing? I have tried moving fields around, but the invoice appears the same during preview (cutting off text mainly). Thank you ---------------------- You need to make the modifications on layout L96 to change the way the print version of the invoice appears. This is the layout that actually prints and will show your changes. -Casey

Question: PeterK » Wed Sep 15, 2010 11:10 pm Just downloaded FMSP to use with FMPro Advanced and would like to learn the names of the fonts used throughout FMSP. Some layouts will display font names and sizes while others only display the size. Is there a place to find a listing of all fonts used in FMSP? Thanks ----------------- Hi! When building FMSP, we used "Arial" of different sizes on all of the main layouts. For the Detailed reports, we used "Optima", and for the List Reports, we used Times New Roman. Hopefully this answers your question. Have a great day! Wilson Leppert Richard Carlton Consulting

Question: by koshi » Tue Apr 27, 2010 3:46 pm Hello again, i have a new question. In the inventory log, i can see the invoices that have decreased the stock. Invoice ID, changed from, changed to, date, etc. How can i display the name from who the invoice was made for? That was i can always look easily from each product who has bought it and check if i gave a special price. Thank you very much! ------------------------ Hello Koshi, This is a great idea! And fortunately it will not take much effort to implement the changes. Here is how I recommend making the change. In the Inventory Log Portal change the column header "Account" to "Contact". Then double click the fi…

Question: tjferris » Sat Mar 20, 2010 1:53 am I am a file maker n00b. What i am wanting to do is to not have fm starting point bring up it's own number everytime i click the new record button in the project tab. I want to be able to put in what ever job number I need to input there. How do I make this a regular box that i can type text into?? By doing this I will still be able to search by project number and cross it to a customer and invoice correct?? thanks in advance. ------------------------- Tjferris, Let me see if I can answer this for you... A fundamental issue for relational databases is data integrity. That means, that generally relationships work as they a…

Question: guido » Sat Mar 20, 2010 2:11 am I don't know if this qualifies as a bug, because you may have intended it. However, if a user wants all emails to a contact to be recorded, you must only email using the "Email Menu" in the top nav bar. If you don’t, then the email is not recorded in the Contact Notes. If you click on the button next to the contact’s email address (as would seem logical), you will indeed send that contact an email – but it will NOT be recorded as a message in the Notes Log. To avoid this problem of emails to business contacts not being recorded as part of the "Notes" log, I copied the script from the “Email Menu” button, and replaced the s…

Question: by guido » Sat Mar 20, 2010 2:08 am 1. We deal with very small businesses, often sole proprietors. Should we treat these as "Accounts" with the prop. as the primary contact? Or do we create an "Account" for the business, and a separate "Contact" record for the owner? If I send an email via the Contacts Module to Joe Blow, will that show up on the Notes for Joe Blow Plumbing in the Accounts Module? 2. How should we treat businesses which are prospects for our services, but not yet customers? Are these Accounts at a certain "stage" that we enter? How do you view Accounts and Contacts in FM starting Point? ---------------------------- Answer: This is a fantastic…

Is there a way that I can synchronize my FM Starting Point file with a Bento? Thank you, -------------------------------- Hello FileMaker Friend, Here are some things you need to know if you are transferring data between FileMaker and Bento. 1. You may import records directly to FileMaker from Bento, BUT.... 2. To import records to Bento from FileMaker you must first export the records from FileMaker as a Comma-Separated Value (CSV) file or as a Merge (MER) file. You may then import that CSV or MER file into Bento. These are some sites that give detailed instructions for both these processes. Importing records to Bento From FileMaker: http://filemaker.custhelp.com/…

Question: by koshi » Tue Apr 13, 2010 1:51 am Hi, i am new at fm starting point. I have just tried it and i think it is wonderful, congratulations. I am really considering for my bussines. Now, here is my question. When making a new invoice, i add articles to the invoice by ID, automaticlly asigned as entered (1, 2, 3...) First i tried to fill this field with my own product code. I failed, can this be done? For example, if i enter a first product item, the ID will be 1, and i want it to be SR1010CR, so i can enter them to the invoice with the product code i need. Second choice, i captured my own product ID (SR1010CR) under serial number field. But now, how can i a…