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PCIPal

Productive Computing
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PCIPal last won the day on September 3 2018

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About PCIPal

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  • Location
    San Diego County, CA, USA
  • Interests
    QuickBooks Integration, Outlook/Exchange Integration, FileMaker Hosting, FileMaker Plug-ins, FileMaker Custom Development

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    www.productivecomputing.com

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  1. Hello JamesinBoston, Right now, the plugin does not support duplicating records in Outlook at this time. This is something that would have to be done manually. By forwarding the message to yourself, and placing the original email in the folder you want. -PCIPal
  2. FOR IMMEDIATE RELEASE San Diego, CA - July 25, 2019 - Productive Computing, Inc., a Platinum member of the FileMaker® Business Alliance, is proud to announce the release of the all new Core CRM Pro. This flexible Customer Relationship Management (CRM) solution was created to allow teams to keep track of contact information, invoices, important events, and key data in a centralized location. The Core CRM Pro is pre-configured for integration with Intuit's QuickBooks Desktop or QuickBooks Online accounting software. This saves time and energy by eliminating duplicate data entry of contacts, vendors, and invoices. "With over 15 years of FileMaker CRM development experience and many versions of the Core CRM, we created everything from complex solutions with many modules to the simple basics. We have learned a lot about the features customers found important and determined that a simplified design was the best approach. "The Core CRM Pro is an easy and affordable off-the-shelf FileMaker CRM solution for businesses to adopt. We feel it's the best CRM we've ever created." Marc Larochelle, Chief Executive Officer, Productive Computing, Inc. Core CRM Pro Features: Contacts - organize contacts, leads & vendors Maintain all contact information for leads, customers, and vendors in one place. Users can track related notes, create appointments and tasks, add or view documents, and link customer’s estimates, and invoices. Sales - manage sales with estimates & invoices Create estimates and invoices for contacts and track the progress of sales as deals develop and easily link them to the customer record. With QuickBooks integration, the accounting team can easily push invoices to QuickBooks and pull payment information into FileMaker. Documents - simplify & centralize document storage Using the innate security built into FileMaker, the Core CRM Pro provides reliable document storage. Teams can readily access important data and information such as documents, images, PDFs and more. Calendar & Events - create appointments & track team tasks With the Core CRM Pro's robust calendar, create appointments, keep track of assigned tasks, and link everything back to a contact. Quickly look at events for a single day, week or month with multiple calendar view options. Dashboard - monitor Contacts, Sales & Events Use the Dashboard to analyze various lists, graphs, and charts on contacts and sales. See an overview of scheduled appointments, tasks, and sales transactions. If connected to QuickBooks, use the Dashboard to perform batch pushes of contacts and invoices to a QuickBooks company file. Using the power of FileMaker's Workplace Innovation Platform, the Core CRM Pro provides an off-the-shelf CRM tool that is easy to use, easy to customize, easy to share with teams, and easy to connect to important financial data. There are two license options for the Core CRM Pro: User Subscription - hosted, multi-user access, remote access, includes all necessary FileMaker licensing Site License - fully unlocked, ability to host for mobile and multi-user access, customizable For more information on Core CRM Pro please visit www.CoreCRMPro.com, contact sales@productivecomputing.com or 760-510-1200 for product details, system requirements, and pricing. A free one-hour training course is available to learn the basics and maximize all the features. About Productive Computing, Inc. Since 1996, we've been helping our customers become more efficient and profitable by implementing custom software solutions using the FileMaker Platform. Our certified FileMaker developers can create custom applications that your business can run on Windows or Macintosh desktop computers, in a web browser and on an iOS device. Here at Productive Computing, we offer FileMaker solutions and plug-ins that allow developers to integrate FileMaker with third-party software. In addition, we are a full-service FileMaker hosting company, offering shared, dedicated, and QuickBooks Desktop hosting plans, as well as FileMaker Cloud services. At Productive Computing University, we provide comprehensive, in-depth training on advanced FileMaker technologies. Productive Computing, Inc. is proud to be a Platinum level member within the FileMaker Business Alliance and a Premier Intuit Reseller.
  3. KylePMerck, It looks as though you need to include the item ID in each lineitem specification. You may also want to see if you have any success trying with SetVariable calculations instead of using script steps. -PCIPal
  4. Hello KylePMerck, Unfortunately, here at Productive Computing, we don't have a sample file on how to push a purchase order(add or modify). However, if you could send us your xml, we would be more than happy to check it out and see where we can help you on this matter. -PCIPal
  5. Hello Stickybeak, They issue may be because the source location is a Dropbox folder. We have tested with a local folder structure on Mac, with same naming convention, and had successful results. The issue may be in the network connection with the Dropbox server. You may find more success copying the folder to a local temp location, zipping the local folder to the destination path, and then deleting the folder from the temp path. This is a bit of a workaround, but local should be far more reliable. -PCIPal
  6. I have confirmed this does not work! We ran a test and it only added the first two. It looks like only two can be added, and there’s no way to edit a customer to add more contacts. We did some digging and this is actually mentioned in the Intuit Forums as a missing feature. -PCIPal
  7. Hello KylePMerck, The additional contacts would be added as multiple successive additions of the “Contacts” element within a CustomerAdd request. You should make sure the logic of the script isn’t kicking out after two related contacts, and that each Contacts added is done with 1 RqAddRelatedRecord and 1 RqCloseRelatedRecord each. Hope this helps. Please let us know if you have any other questions. PCIPal
  8. Hello Stickybeak, If I could ask for a little bit more information from you that way we could do some testing on our end. If you supply the following: What is the Operating system? What version is the OS? What version is FileMaker? Is FileMaker 32bit or 64bit? What version of the plug-in is being used? Can you provide a screenshot of the values you’re giving the zip function in the demo file? Kind Regards, PCIPal
  9. thieInthiel, Be sure to check that your company file in fact has the custom fields defined. Your scripting is properly making the request, all you would need to do is provide an "OwnerID" of "0" just after the last IncludeRetElement call. Best, -PCIPal
  10. Oliver, The demo file was intended for limited scope use. Unfortunately, there are no other demo files available at this time. PCIPal
  11. Stickybeak, Usually,the dropbox folder is stored in either the main volume (on Mac) or in the “Computer” / “My PC” / “This PC” section of the Windows file xplorer. I would check there and see if you can get the path of the Dropbox deployment for each machine, and then use those in his solution. Dropbox is a bit touchy, and using FIleManip with it might be tricky. PCIPal
  12. Hello KylePMerck, From what you have written, it seems like everything should be working correctly. We recommend checking to see if any recent installations or updates have knocked anything loose. Sometimes, new Windows updates can mess with things we don't want them to. You may also want to try a reinstall of the plugin and/or the U.ARE.U dependencies and see if your reader has any sort of damage to it. PCIPal
  13. Hello Stickybeak, You can try having the GetFiles function in an unsorted calc. You can have the call to GetFiles embedded within the definition of an unstored calculation field, and display that on the layout. That should keep a running list of files, but might also impact performance due to running the calculation constantly. You can, alternatively, have the GetFiles function put in an on-timer script, or as part of a script trigger, so any time you load a specific layout, you get a fresh update of the file list.
  14. Hi Limore, I just answered this question in your other request, using the PCAB_GetListOfValues function from the Address Book Manipulator plug-in. Original post: Thanks! - Chris Turner
  15. Hi Limore, The PCAB_GetListOfValues function requires three parameters: the record type, an indicator of getting either groups or members, and the field to retrieve. In your case, you would use the function call "PCAB_GetListOfValues( "Person" ; "Groups" ; "Name" )", which should return the list of groups names that the person belongs to. Keep in mind that you need to make sure to open the contact record before accessing the list. I hope this helps! - Chris Turner
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