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Found 5 results

  1. In the past I used Podio to organise my daily/weekly workload. In that setup I would login (via my browser), and immediately be notified of tasks: Outstanding (tasks which had been scheduled, but not actioned, or actioned and marked as completed etc), today's calls and future tasks. Podio was integrated with a Google Calendar which made tracking very easy. I'd like to try to create something similar so I receive a pop-up message/task list, when I log in to FMPA at the start of each day. Is this something I might be able to achieve as an absolute newbie? Thanks
  2.  YZY SOFT today announced the launch of Benroy Business App is an all-in-one solution for business management and higher productivity purposes. Benroy was developed using the world leading FileMaker Platform.   The application is especially convenient to organize and track daily work in the following business areas: Sales, Creative agencies, Real estate companies, Construction companies, Photography, Employment agencies, Legal professionals and others.  Benroy Business App is the ideal solution to manage your Contacts, Projects, Job Orders, Estimates, Project discrepancies, Leads, Proposals, Contracts, Products, Warehouses, Incomes, Expenses, Payments, Documents, and Tasks, Events with Calendar, Timesheets. It’s great all-in-one business application.   On Benroy's Dashboard you have all the most important information in a single window: projects, revenue, daily tasks... The CrossTab reports let you slice you business data in the way you like it. Chosen data can be printed, saved as PDF or exported to Excel.  Benroy enables a Handy Project Management - distribution of tasks, documentation related to the project and much more. The Calendar helps you to check the availability of the teams and plan meetings. Sales management is a part of the application as well.  Benroy includes an extremely easy to use financial module with an overview of all the buying and selling activities, all in one place. You can also calculate the cost of goods or services easily. 'Benroy' also has a convenient billing module with a mailing to customers function.  Benroy key features:  • CRM: Organize your whole business in one place. • Contacts and Companies management. • Calendars and activities: Individual or multi-user calendars. • Activity Sets: Ideal feature for a perfect business process management. Prepare activity sets (Event and/or Task) and assign them easily to a Contact, Company, Project or Sales Lead. • Projects, Tasks and Job orders: the Project module allows you to define projects, tasks, and roles, track project activity; assign tasks to individuals or groups; prepare job orders and estimates; quickly prepare invoices and track project expenses. • Sales management and Quotes/Proposals: Track your leads and prospects, quickly prepare quote/proposal and send it to the customer. When leads are won prepare the contract with one click, create project and track process later on. • Product catalog, Warehouses and Inventory management: Store all your products and services, manage prices, prepare beautiful catalogs and pricelists directly for customers. Manage multi warehouses, reorder levels, quantity on hand, etc. • Invoices and Expenses: overview of all the buying and selling activities, all in one place. Convenient billing and mailing to customers. Calculate the cost of goods or services easily. • Document management: Secure document storage means everyone has access to the information they need and no one can overwrite another user’s updates. Link documents to any module within the application. • Dashboard & Reports: the Dashboard shows current business status and CrossTab reports let you slice you business data in the way you like it. Chosen sliced data can be printed, saved as PDF or exported to Excel. • Multi-platform support: Whether you have a Windows PC or a Mac, Benroy works seamlessly in all platforms, including on iPads for technicians and project teams or sales reps at remote locations. • iPad version: Full featured iPad version with barcode scanner and signature capture. Control your warehouse, sign and take clients signatures on invoice, job order or contract on the go.   Benroy Business App can run as a single-user application, especially when you start your business. But if you need a multi-user environment or want to use Benroy on your iPad you can do it with a multi-user version. You can always upgrade from single-user application to multi-user environment. Benroy was developed using the world leading FileMaker Platform, which allows running business applications as multi-platform solutions. If you upgrade to multi-user version you will be able to run Benroy on Mac, Windows and iPad. Multi-user environment requires FileMaker software.  Benroy has been approved by FileMaker technical team as a complete solution and is listed on the FileMaker web site’s showcase “Made for FileMaker”. “We are so excited about that and hope everyone will like the App as we do…” said Giedrius Godelaitis, YZY SOFT’s founder.  Pricing and Availability: Benroy Business App is just $79 as a single-user application and $899 for the 5 user multi-user version. FileMaker software is not included.  Get theApp right now and dedicate your time to business!  Useful links: http://solutions.filemaker.com/made-for-filemaker/detail.jsp?id=solution.10000004154 http://www.yzysoft.com http://www.BenroyApp.com   About FileMaker Inc. (www.filemaker.com) FileMaker, Inc., an Apple subsidiary, delivers innovative software to easily create custom business solutions for iPad, iPhone, Windows, Mac and the web. Millions of people, from individuals to some of the world’s largest organizations, use the FileMaker Platform to streamline their business processes, manage information, and boost overall productivity.   About YZY SOFT (http://www.yzysoft.com) YZY SOFT is a privately held company founded in 2010 and located in beautiful Vilnius, Lithuania. YZY SOFT focuses on the easy to use business management solutions and its add-ons.   © 2015 FileMaker, Inc. All rights reserved. FileMaker is a trademark of FileMaker, Inc., registered in the U.S. and other countries. All other trademarks are the property of their respective owners. All Rights Reserved. YZY SOFT and Benroy are registered trademarks of YZY SOFT, Lithuania     Â
  3. Hi, I'm having trouble conceptualising how to do this, but I'm pretty sure it's best accomplished with a script, and I'd appreciate any help you guys could give on how to set it up or any additional information. I have a product table related to a child tasks table. For each product, there is a list of related tasks. Many of the products come out on essentially identical schedules, which means there is a lot of redundant entering of the same tasks over and over again for each product. Ideally, I'd like to script a few buttons on the product layout that will add a pre-defined set of task records (each including a description and due date) to the tasks portal based on a variable (in this instance, the release date of the product). For different kinds of products there are different kinds of schedules, hence the multiple buttons. Hopefully this makes sense. Would love to get any help I can get.
  4. Hi There, Can somebody please assist me on extending the projects starter solution to implement on the existing Projects, Sub projects with Sub Tasks - This is for the reason that some Projects are very broad and there is need to break them down into sub projects which also will constitute sub tasks. Will appreciate all guidance and thoughts shared, Many Thanx, Miss A!
  5. Announcing Youmehub (BETA), CRM Software for the Mac One app to manage all your contacts, opportunities, email campaigns, appointments, tasks, documents, call notes and much more. An ideal CRM solution to help small businesses and sole traders who want to stay organised and be more productive. Download the 30 day trial BETA at www.youmehub.com People & Organisations Capture and manage all your contacts, prospects, customers and partners in one central database. Roles & Relationships Link people and organisations together and manage their roles and relationships. Track Communications Track and manage notes and communications and more with your contacts. Opportunity Management Manage opportunities and track the sales progress with customisable sales pipelines. Marketing Mail With the integrated mMail module you can create groups, build marketing campaigns and easily send targeted bulk email and letters directly from Youmehub. Manage Tasks and Appointments Keep tabs on what needs to be done. Tasks and Appointments can be linked to contacts and assigned to specific users. Notice to beta testers You are invited to download and try this beta software. Please keep in mind that this is beta software, and therefore may contain bugs. Please report any problems or send us your feedback using the contact form on our website.
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