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PCIPal last won the day on September 3 2018

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

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  1. Hi Rev Zim, When you add fields to the table, when specifying the import options, new fields will be present based on the import sort order. In general, you should be able to find them easily enough if you change the sort to "Creation Order", as they will be at the bottom of the list on the right when using the Items table as the destination. Some other considerations to make would be to ensure that you're referencing the correct table when specifying an import, and also using the base table as opposed to just fields visible on a layout; sometimes they can be hidden when viewing the wrong import source. Hopefully this helps! CT
  2. Hi Vinoth, Yes, the PDF Manipulator DC plug-in will be able to read data from checkbox and radio button objects on an editable PDF document. In the demo download bundle, we include a sample PDF file called "PDF Template with Fields.pdf" that have normal editable text fields as well as radio buttons and checkboxes. To gain a good grasp on how to read data from those fields, I recommend using that template PDF file in our demo file. Thanks! PCIPal
  3. Hello Alex, That error message is not very helpful, is it? Email us at support@productivecomputing and we can try and schedule up a screen share meeting and help you get this figured out. Its hard to tell just from this what might have went wrong. Thank you, PCIpal
  4. Brandan, We have since released version and have not been able to replicate the issue. We would need to know a little bit more from the JSON response. Would you be able to provide that? Alternatively, you may be able to just provide the quantity and the amount while QB will automatically calculate the missing result. As long as three are there ( Based on formula Rate * Qty = Amount). -PCIpal
  5. 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
  6. 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.
  7. 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
  8. 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
  9. 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
  10. 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
  11. 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
  12. 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
  13. 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
  14. Oliver, The demo file was intended for limited scope use. Unfortunately, there are no other demo files available at this time. PCIPal
  15. 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
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