FileMaker pro basics for beginners

FileMaker pro getting started

How to use the free FileMaker CRM templates - The free FileMaker CRM templates are easy to use. Downloading the template from the FileMaker website is the first step. The next step is to install the template on your PC. For the third step, you need to open the database program FileMaker Pro. The fourth step is to customize the template to suit your company's needs.

TheFM Starting Point contact module allows you to manage all contact information for your leads, customers and suppliers. Users can track related notes, create appointments and tasks, add or view documents, and link customer quotes and invoices.

Claris FileMaker CRM

Overview

FM Starting Point is a completely FREE FileMaker CRM, designed for use with FileMaker® 19. FMSP is focused on small businesses, work groups, and non-profit organizations.

FileMaker users have been enjoying the benefits of FMSP for over 10 years, with over 700,550 downloads of the solution. FMSP offers an integrated approach to an integral need in the business world — a complete CRM that is ready to be built upon to create the perfect solution for your specific needs. Experienced FileMaker Pro users will value a FREE tool that makes building a new project substantially easier.

To save time on your next project, simply start off with a fresh copy of FMSP. Then, add additional tables, fields, and scripts to fully customize the database to your exact needs.

FMSP 2022 features support for the new features of FileMaker 19, including Master-Detail View and more. Additionally, FMSP 2022 is optimized for WebDirect 19, allowing for limited deployments, purely in a web browser.

FileMaker CRM

What versions of FM Starting Point and releases of FileMaker are Compatible?

Specific versions of FM Starting Point are engineered for specific releases of FileMaker.

FMSP Version 7 is designed for FileMaker 18
FMSP Version 6 is designed for FileMaker 17
FMSP Version 5 is designed for FileMaker 16
FMSP Version 4.6 is designed for FileMaker 15
FMSP Version 4.5 is designed for FileMaker 14
FMSP Version 4.0 is designed for FileMaker 13
FMSP Version 3.0 is designed for FileMaker 12
FMSP Version 2.0 is designed for FileMaker 11
FMSP Version 1.0 is designed for FileMaker 10

OK: You can of course, ALWAYS use an older version of FMSP with a newer release of FileMaker.
BAD: If you take a newer version of FMSP, and use it with an older release of FileMaker, you will end up seeing objects on layout crossed out in a red “X”. Additionally you will run into other code issues.

FileMaker pro graphs

FileMaker makes it easy to create user-centric interfaces that smooth the learning curve for new users. Small businesses can create visually appealing dashboards and intuitive navigation. Even the least tech-savvy member of your team will feel comfortable. The more comfortable employees are with her CRM solution, the more likely they are to jump right in and use it. Obtaining this consent will make the process of integrating the application into your company's day-to-day operations more effective. When you need it, FileMaker Business Alliance developers, world-class technical support, and an active user community are here to help. you are never alone.

FileMaker CRM

A flexible CRM that lets you easily update contacts, take notes, and create invoices by connecting to your FileMaker data from your iPad or browser.

FileMaker CRM by FM Starting Point

FileMaker is an easy-to-use and flexible platform for building customizable and affordable he CRM solutions for small businesses. This allows you to bring the various components of your sales and customer service processes under one roof. FileMaker gives companies better access to data and more efficient workflows. Business owners and their employees can spend less time on administrative tasks, freeing up additional resources for business development, revenue growth, and customer satisfaction.

FileMaker CRM free download
FileMaker CRM free download

Introducing FileMaker CRM - FileMaker CRM is a customer relationship management software application that helps businesses track customers and sales. Features such as contact management, sales tracking, and marketing automation are included. FileMaker CRM is available as a cloud-based service or as a self-hosted solution.

FileMaker CRM template free

Benefits of Free FileMaker CRM Templates - Free FileMaker CRM templates offer many benefits for your business. This is a very cheap way to start your CRM system. Templates are easy to use and can be customized to suit your business needs. It's also a great way to get started with FileMaker Pro database software.

FileMaker pro basics for beginners
FileMaker CRM template free

Frequently Asked Questions

 

A: Specific versions of FM Starting Point are engineered for specific releases of FileMaker.

FMSP Version 7 is designed for FileMaker 18
FMSP Version 6 is designed for FileMaker 17
FMSP Version 5 is designed for FileMaker 16
FMSP Version 4.6 is designed for FileMaker 15
FMSP Version 4.5 is designed for FileMaker 14
FMSP Version 4.0 is designed for FileMaker 13
FMSP Version 3.0 is designed for FileMaker 12
FMSP Version 2.0 is designed for FileMaker 11
FMSP Version 1.0 is designed for FileMaker 10

OK: You can of course, ALWAYS use an older version of FMSP with a newer release of FileMaker.
BAD: If you take a newer version of FMSP, and use it with an older release of FileMaker, you will end up seeing objects on layout crossed out in a red “X”. Additionally you will run into other code issues.