Archive

Archive for 2010

Core3 – CRM and so much more Released!

December 15th, 2010

San Diego, CA – December 15, 2010 – Productive Computing, Inc., a Platinum member of the FileMaker Business Alliance, today announced the release of Core3 CRM for FileMaker Pro.   This cross platform CRM and business management tool includes a full suite of integrated modules to help organizations manage their business and direct their work flow from initial contact with a potential customer through the sales and estimating process and finally to managing and completing a successful project. 

Mixed in are dashboards, reports and charts to keep individuals, managers and owners apprised of the actual and potential sales that are being worked on as well as current projects in production.  Built using the award winning FileMaker Pro database engine, the Core3 CRM can be used “as is” or can be customized to fit a customer’s specific needs.

 Modules that are included:

Core3

 •        Dashboard

•        Contacts

•        Opportunities

•        Estimates

•        Orders

•        Invoices

•        Items

•        Projects

•        Group and Individual Calendars

•        Activities (Tasks, E-mail, Fax, Letters, Notes, Campaigns)

•        Timers

•        Documents

 The Core3 also comes preprogrammed to exchange data with 3rd party applications such as Outlook, QuickBooks and support for FileMaker Go on the iPad.  A site license of Core3 is priced at $2,500.00 and compatible with FileMaker Pro 11 or later.

 Please visit Core3 web page to download a product demo, view the tutorial videos or read the product documentation.

 About Productive Computing, Inc.:

Since 1996, Productive Computing, Inc. has been helping its customers become more efficient and profitable by providing a solid foundation of indispensable software and computer support services. These services include custom FileMaker Pro database development, consulting, IT support and hosting services. Productive Computing, Inc. also produces several software solutions such as Core3 CRM, Core2 CRM, Core2 Invoices, OrgPlanner and IT Asset Manager as well as a suite of FileMaker Pro plug-ins that allow FileMaker Pro to integrate with third party applications including Outlook, QuickBooks, Entourage, the Apple Address Book and iCal, PDF forms, digital signatures and biometric fingerprint scanners.

 Productive Computing, Inc. is one of only a few companies in the United States to have earned the highly respected Platinum level membership within the FileMaker Business Alliance and recently awarded the exclusive FileMaker Business Alliance Partner of the Year award.

FM Books Connector is Now QuickBooks 2011 Compatible!

November 19th, 2010

FOR IMMEDIATE RELEASE

San Diego, CA – November 10, 2010 – Productive Computing, Inc., a Platinum member of the FileMaker Business Alliance, is proud to announce the compatibility of our FM Books Connector with QuickBooks 2011.  The FM Books Connector is a FileMaker Pro plug-in that is a bidirectional data conduit used for exchanging data between QuickBooks and FileMaker Pro.

The FM Books Connector starts at $199.95 for a single user. Existing FM Books Connector customers can purchase an upgrade to this new release at a 50% discount. www.FMBooksConnector.com

Should you have any questions regarding the information above please do not hesitate to post to our forum.

Follow all Productive Computing, Inc. product and service updates on Twitter / FaceBook

Plug-in Integration and FileMaker Pro Support:
Want help getting this plug-in professionally installed into your FileMaker solution?  Do you have other database enhancements you would like to have programmed?  We can help!

The process is easy – complete our online Request a Quote (RFQ)  form or call us directly at 760-510-1200 and one of our certified developers can work with you on improving your solution today.

About Productive Computing, Inc.:

Since 1996, Productive Computing, Inc. has been helping its customers become more efficient and profitable by providing a solid foundation of indispensable software and computer support services. These services include custom FileMaker Pro database development, consulting, IT support and hosting services. Productive Computing, Inc. also produces several software solutions such as Core2 CRM, Core2 Invoices, OrgPlanner and IT Asset Manager as well as a suite of FileMaker Pro plug-ins that allow FileMaker Pro to integrate with third party applications including Outlook, QuickBooks, Entourage, the Apple Address Book and iCal, PDF forms, digital signatures and biometric fingerprint scanners.

Productive Computing, Inc. is one of only a few companies in the United States to have earned the highly respected Platinum level membership within the FileMaker Business Alliance and recently won the exclusive FileMaker Business Alliance Partner of the Year award.

Hidden Tab Control

October 6th, 2010

The following video demonstrates how to create a FileMaker hidden tab control. There are occasions when you want to utilize a given space on a layout and make the objects that appear in that space dynamic based on the record type that is currently being displayed. For example, you may have customers and vendors in the same table. You may want to display the customer specific fields when you’re on the customer record and vendor specific fields went you are on the vendor record.

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Transcript:

Hi, in this video we are going to take a look at creating a Hidden Tab Control. That’s done with the following steps:

0:06 First you’ll create a standard tab control and put that on your layout. Then you are going to apply the fields, objects or whatever you want to display in that area under each tab. Then you are going to assign a tab panel with an object name. For instance, if I had two tab panels one might be customers and one might be vendors. Finally you will hide the tab and create a brand new script that will switch between tabs using the “go to object” script step. And then you’ll create a layout script trigger which will call your script on record load or at an appropriate time when the data changes. Let’s go take a look at how that’s done now.

0:57 In this video we have a simple contact management database that I just created, and I have two records. One record is a type Vendor and the other record is a type Customer. So there are occasions when you want to use the same real-estate within your layout for different types of information depending on the type of record you’re on. So over here on the right I have a couple of different types of fields. Here are a couple of fields that pertain only to vendors and here’s a field that pertains only to customers.

1:35 So first we’ll draw a standard tab control; like so. I put the customers up ahead of vendors and I’ll go ahead and put the information related to customer on the customer tab and I’ll put the information related to vendors on the vendors tab. Let’s make this a little smaller. And let’s say for example I had some other information down here; I’ll just draw that with it, standard box with a light gray fill. Ok, so a lot of times it’s desired to hide the tab and simply use the area to change dynamically based on the type of record. So let’s go ahead and do that now. Now that I’ve got the tab, let’s go ahead and hide it. Before I do, I’ll go into layout mode and click on each tab panel, open up my inspector and then name the object; in this case I will name that tab customer and I’ll name this tab vendor. Ok, so now we’ll go ahead and hide the object all together. I can make sure I have both tab controls selected which in a sense selects the entire tab control; I’m holding the shift key when I select both of those, and hide and make it where there are no lines, no effects and nothing in the fill. Finally I will double click and make the tab width a fixed width of zero pixels. Back to browse mode and I have completely hidden the tab.

3:55 Now let’s create a script; I’ll call it Switch. And the script is going to be simple. We are just going to create an IF statement that says “If the type equals customer”, and the magic is using the go to object script step. And if it isn’t the customer then it’s obviously the vendor in this case, but you could do several tab controls or several tabs I should say. You could have a customer type, a vendor type, an employee type and you can switch tabs accordingly. So if the type of record is customer; we’re going to go to the object customer, if not we’ll go to the object vendor. And that’s the script and the whole script is called Switch. 

5:00 Finally go to layout mode or you can actually go right directly to Manage Layouts, and I will edit that and perform a script trigger. It says “On record load, call the Switch script” that we just created. Back to browse mode. Now notice I’m on record 1 and I’m on a type of customer. If I flip to record 2, because that’s a vendor, I’m now displaying the vendor fields. And you can see here that it’s seamless; that there are fields that are on top of each other because they are hidden behind a Hidden Tab Control.

Author: Categories: Software Tips Tags:

PCI Wins FBA Partner of the Year from FileMaker, Inc.

September 3rd, 2010

San Diego, CA – September 3, 2010 – Productive Computing, Inc., a Platinum member of the FileMaker Business Alliance received the FileMaker Business Alliance Partner of the Year award.

Each year, FileMaker, Inc. recognizes FileMaker Business Alliance (FBA) partners who have demonstrated an impressive level of professionalism and creativity in using FileMaker software to deliver excellent solutions to their customers.

The FileMaker Excellence Award winners are chosen from over 1200 FBA members worldwide who are FileMaker consultants, solution providers, plug-in developers, trainers, and hosting companies that serve a wide variety of industries.

“Productive Computing, Inc. has been a powerhouse FileMaker shop for over 10 years. The owners have built a successful consulting and product development business with FileMaker front and center. With their 15+ FileMaker plug-ins and custom solutions, they deliver a stream of new releases, keeping current with the latest version of FileMaker Pro.

Their focus on integration FileMaker with other environments via their plug-ins has been key to bringing customers to the FileMaker platform. Their software comes with documentation, how-to videos and demos — the ideal model for product packaging. And on top of all that, the owners are understated good guys and savvy business managers.” – Keith Robinson, VP of Americas Sales – FileMaker, Inc.

The award was presented by Keith Robinson, FileMaker, Inc.’s Vice President of Americas Sales, to the company’s co-founders Marc and Keith Larochelle at the FileMaker Business Alliance awards dinner held during the annual FileMaker Pro Developer’s Conference that took place in San Diego last month.

Author: Categories: Chief Executive Officer Tags:

PCI Announces Outlook 2010 Compatibility

July 27th, 2010

San Diego, CA – July 27, 2010 – Productive Computing, Inc. a Platinum member of the FileMaker Business Alliance, announces the compatibility with Outlook 2010 for the Outlook SendMail, Outlook Manipulator and Exchange Manipulator plug-ins. In addition to providing a bidirectional data exchange between FileMaker Pro and Microsoft Outlook 2010, these new versions now provide access to the recurrence patterns for Outlook Events and Tasks.

The Outlook SendMail retails for $34.95 ($22.72 upgrade) for a single user. Visit the product page at  to download a demo, view the video tutorials and read our documentation.

The Outlook Manipulator v5 retails for $99.95 ($64.96 upgrade) for a single user. Visit the product page at to download a demo, view the video tutorials and read our documentation.

The Exchange Manipulator retails for $1,599.95 ($1,039.96 upgrade) for a single user. Visit the product page at to download a demo, view the video tutorials and read our documentation.