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Rachel_Young

RCC
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  1. Here is our latest video about 360Works' Remote Scripter: http://goo.gl/PQjfeL     http://filemakervideos.com/   Free FileMaker Video training. You can sign up to recieve weekly free videos here: http://filemakerfree.com/signup.html
  2. 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  
  3. 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 information there. Wilson Leppert
  4. 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 more suitable for your needs. Let us know if you have any more questions   Thank you, Zachary Church
  5. 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
  6. 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 Preferences module" I send the email directly by SMTP. I hope my explanation is good now. Thank you for your next answer. Thank you, Jean-Jacques -------------- Hello Jean-Jacques, The best way to add this feature is to create a new script and then refer to it from the "Email Estimate" script that already exists. First, Start by duplicating script "(739) Make Activity From Email", and rename it "(0916) Make Activity from Emailed Estimate". Second, Remove the "IF" statement from the Script change all the "Set Variable" steps to refer to fields within the Estimate Module. $Email should be something like [ "This estimate was sent to " & id_contact & " on " & Get(CurrentDate) & ¶ &  Order Total & ¶ &  Notes Internal ] Third, You need to change the navigation so it returns you to the Estimate layout. Last add a "Perform Script" step at the end of "(905) EST_email_estimate" script" the step should refer to the new script (915) that you just creatied. I hope that this has finally answered your question. I really like your idea here, and we may even use it in a future version of FM Starting Point! Let me know if you have any more questions. Good Luck, Calvin Mosiman
  7. Here is our latest video about 360Works' Remote Scripter: http://goo.gl/PQjfeL http://filemakervideos.com/ Free FileMaker Video training. You can sign up to recieve weekly free videos here: http://filemakerfree.com/signup.html
  8. 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 table to a customer setting. Allow Editing if "Flag_Invoice_Locked" ≠ 1 (5) Make sure the users that will be restricted are using a username and password account...that is running on the privilege set.  This is about a 30 minute exercise for a FM developer...a 3 day exercise for someone who is learning the tool. - RIchard Carlton
  9. 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 without it. I have increased the size of all fields but that does not do the trick either.  I would like to get out of this prison of 1 line records. For some invoices I'm required by some Custom departments to display certain amount of information that spans three to four lines of text per vehicle. I spend all day yesterday to figure it out and finally had to re-create the invoice in Excel to be able to send it before the deadline. Thanks, Regards, Bob ------------------------------- Hi Bob, You can achieve this by cutting the # of rows in the portal down by half, and then doubling the height of the portal, as well as the height of the line items. This will allow you to display multiple lines of data in the line items. - DGPExpress  
  10. 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 duplicate ALL of the line items, with Filemaker it will not. Thank you for posting and have a blessed day! Zachary Church Richard Carlton Consulting inc.
  11. 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 and your E-mail will be logged under "Contact Details" in the Communication and Notes tab.  Zachary Church
  12. 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 "Item" and choose the "Options" button in the bottom right hand corner. In options, check the box "Look-up Value" Your Starting with table should be: "T19_TODOLIST". And your Lookup from related table should be: "T19b_todolist_CONTACT||id_contact|" Copy value from field: "::Name_Full" , press OK. This will set the subject of the new activity as your patients name and you can enter your more detailed appointment information into "Notes". Zachary Church
  13. Rachel_Young

    Sample Data

    Hi Greg,   We do not have any sample data available for download. When you download FMSP, it comes with a sample record, but beyond that, there is no sample data.   Sorry about that! Please let me know if I can be of any more assistance!   Rachel Young ----------------------------------------------------- Customer Quality Assurance  Richard Carlton Consulting, Inc. rachel.young@rcconsulting.com -----------------------------------------------------
  14. 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
  15. 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 for the rater per hour. 2. You can customize the database so that a Timesheet includes an Invoicing printout (billing from the Timesheets module. 3. You can customize the Invoice module to relate to Timesheets so that you can bill for them directly from the Invoices module. The first option requires entering data differently while the other two requires changing the database. If you are interested in RCC's customization services feel free to email us at info@rcconsulting.com. If you have any further questions please let us know. Thank you again. Best regards, Calvin Mosiman
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