fmbiz.net 0 Posted July 21, 2020 Share Posted July 21, 2020 A lot of customers have asked for more efficient ways to get sales leads scheduled for appointments or tasks put on their calendar, but up until FileMaker 19 that had been a multi-step process. I can tell you from experience it is not the best user experience when you jump to a calendar and realize you do not have all the information you need to complete the action. In this case, it's filling out a task or event on a calendar. FM Starting Point 2020 by Richard Carlton Consulting has been enhanced for FileMaker 19 and it is a great starting point for any business that wants a full-featured CRM for their operations. A lot of work has been put into FM Starting Point by many developers and thanks to RCConsulting it is a great resource. Here is my contribution to the community with thanks for making this free CRM a great resource for all. Javascript interaction with FileMaker just amplified what we can do. I have enhanced the user experience around the Contact view. Now you can schedule an appointment on the calendar with one click when viewing the contact. That one-click action will do this: Collect the contact information ( Contact ID, Account ID, Staff ID) and open the Calendar. After opening, a Task event will appear with the title "On-site appointment" and the contact, account, and staff name will appear in the contact. All the user has to do is select a date and time and save the task. This has been a great time-saver when trying to book a new customer and move on to the next call. Charles Maitland. (visit https://FMBiz.net) FMSP_Add_Appointment.pdf Link to post Share on other sites
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