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Claris Engage 2025 - March 25-26 Austin Texas ×

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Posted

Hello,

I recently got into filemaker to use for my clients. I run a piano tuning business and I have Filemaker setup so that I can enter the name, email, address, about the piano, and so on and so forth. Now I would like to make it so that I can add service plans to each of my records because every client has a service plan. With my service plan, I want to be able to send an email out whenever the service plan is due. Could someone kinda push me in the right direction so that I can figure this out. Thanks!

Posted

Can you give us an idea of where you're stuck? You'd need a service_plan table, and it would have the foreign id_client, and an expiration date.

Posted

The Missing Manual for 11, can't remember if the same example holds true for 12/13 has a nice sample file for rentals, where the lease agreement is in a container field. You can see an example of how an email button/script works in most Starter Solutions, specifically Invoices.

Posted

There is nice example in the FileMaker Starting Point file at reconsulting (see the link in their Topic Area).

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