Archive

Archive for October, 2016

Introducing Core5 Starter Edition CRM – Intuitive, scalable, and pre-configured for QuickBooks

October 20th, 2016

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CRM – that ubiquitous acronym you hear a lot in business. Customer Relationship Management or a Customer Relationship Manager can mean and do a lot of different things. It embodies how you handle your customers, how you structure your workflow, and how you build relationships with clients. The market is flooded with various CRMs for your business. Some are simple, some are robust, some are industry specific, and some service a broad spectrum of businesses. However, it is our opinion that the best CRMs are those built in FileMaker. FileMaker allows you to design simple, intuitive solutions, as well as complex, specialized, and expansive databases, capable of processing and analyzing mass amounts of data.

Our latest offering builds upon to the existing repertoire of FileMaker CRMs, but what sets it apart is it beautiful simplicity, unlimited possibility, and affordable price tag. If you are looking to get started with FileMaker and (or) are interested in quickly integrating your QuickBooks file with a CRM, the Core5 Starter Edition CRM is the perfect pre-built solution for you.

This solution is designed to integrate with your existing QuickBooks company file (Desktop or Online). After purchasing our FM Books Connector or FM Books Connector Online Edition plug-in, you can quickly import your contacts, tax rates, items, and vendors in to the Core5 and then begin pushing contacts and invoices to QuickBooks and pulling payment and balance information back into Core5.

Some of you may be familiar with our existing Core products, the Core5 Starter Edition joins this family and provides an option for those who are interested in a simplified, yet surprisingly versatile, CRM solution.

The Core5 allows you manage the following aspects of your business.

Contacts: The Core5 is designed for you to easily import your contacts from your QuickBooks file or other data source. Once you are up and running, you can easily add leads, customers, and vendors.

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In the Contacts module you can also track related notes, maintain appointments and to dos, and link contacts to estimates, orders, invoices, and documents.

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Sales: Create estimates, orders, and invoices for contacts and track your sales progress as deals develop.

 

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Integrate with QuickBooks to easily push invoices to QuickBooks and pull invoice balance information back into the Core5 for your team to view.

 

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Documents: Go paperless with secure document storage, link documents to related contacts and tag with keywords and descriptions.

 

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Dashboard: Managers can use the Dashboard to analyze various graphs and charts on customers and sales and get an overview of contacts, to dos and appointments, and all sales transactions. The bookkeeper can use the Dashboard to perform batch pushes of contacts and invoices.

 

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There are three licensing options for the Core5 Starter Edition:

1. Free Core5 Starter Edition Desktop – A free, single-user desktop CRM. This is a great option if you are a one man team and want a quick way to get started with a CRM.  Interested in taking Core5 for a trial run? We encourage you to order this free runtime solution as a way to get an idea of what the Core5 Starter Edition can do. However, this version of the Core5 Starter Edition is not customizable and all infomation is local to the machine it is installed on.

2. Core5 Starter Edition SaaS – This is the ideal option for a team. We host the solution allowing you and your team to work seamlessly across iPad, Windows, Mac, and the web. Customization is available for an additional fee, and we provide all necessary FileMaker licensing.

3. Core5 Starter Edition Site License – The site license is fully unlocked allowing you to customize it to your heart’s desire. You also have the ability to host the file for mobile and multi-user access.

All plug-ins for QuickBooks integration are sold separately.

Please visit www.Core5CRM.com for more details, to request your free runtime, and for additional product and training resources.

Introducing BYO Cloud Setup, Consultation, and Account Management Services

October 13th, 2016

 

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FileMaker’s newest offering, FileMaker Cloud, is available through the Amazon Web Services Marketplace and provides reliable access to custom apps in the cloud. Users can get the simplicity, performance, and reliability they’ve come to expect from the FileMaker Platform without having to spend time and resources deploying and maintaining a traditional on-site server. With FileMaker Cloud you’ll get low up-front costs, speedy deployment, minimal administrative overhead, instant scalability, and more.

In order to help our customer’s get started with FileMaker Cloud, we have two new services available.

1. BYO Cloud Setup and Consultation – To someone unfamiliar with AWS, setting up a server may seem daunting and could take more time than you have available. Our FileMaker certified developers and Amazon Web Services experts will set up and configure your entire FileMaker Cloud and AWS account for you.

Licensing: We can help you purchase your licensing through the Amazon Marketplace or you can bring your own license. FileMaker Cloud requires FileMaker Licensing for Teams: hourly or annual. It is possible to convert existing FLT licenses to FileMaker Cloud. FileMaker allows a 30 day transitionary period for these conversions.

Instance Type Selection: Depending on your needs, usage, and computing power we will help you choose what type of instance (t2.small, t2.medium, m4.xlarge, etc.) you will want to purchase.

Storage Space Requirements: Based upon the size of your FileMaker solution and desired backup disk space, we can help you ensure that you’re only paying for the space you need.

SSL Certificate Installation: FileMaker Cloud accounts come with a free 90 day trail of a Comodo SSL certificate. If you intend to bring your own SSL certificate, we can install that for you.

FileMaker Cloud Dashboard Review: If you would like to monitor your AWS account going forward, we can walk you through the details and explain each metric on the dashboard.

Backup Process Explanation: It is important to understand how you can access your backups. We’ll show you how to preserve a specific backup and how to restore your solution back to a specific point.

ESS / ODBC / JDBC Access: Stands for External SQL Data Sources, Open Database Connectivity, Java Database Connectivity and deals with data transfer and database accessibility.

Plug-in Installation: FileMaker Cloud supports Linux based plug-ins. It is a good idea to check with your plug-in provider for availability of Linux plug-ins.

FileMaker Database Upload: Once your server is up and running, we’ll make sure your solution is correctly migrated and ready to be accessed.

Hosted File Connection Instructions: In order to take full advantage of the remote access features available with hosting, we’ll provide connection instructions on how to access your database from FileMaker Pro, FileMaker Go, and FileMaker WebDirect.

Consultation for FileMaker Cloud and AWS: Our Setup and Consultation package includes consultation services to train you how to manage your FileMaker Cloud account yourself. We can instruct you in FileMaker Cloud management, AWS navigation, and FileMaker Cloud billing.

2. The BYO Cloud Managed Service plan includes all labor associated with maintaining your server.  Our AWS experts and FileMaker certified developers will monitor and maintain your FileMaker Cloud so you don’t have to.

Maintenance of your Server – We will handle all coordination and “rollout” of OS and FileMaker Cloud updates.

FileMaker Cloud License Management – If you need to “scale up” and add connections, we can provide assistance adding connections and updating your licenses.

Instance Adjustments – As your organization and hosting requirements grow, we can upgrade you to a larger instance, giving you more file space and faster computing power.

Storage Space Expansions – Is your solution growing? Upgrade your disk space to accommodate for larger file sizes and backup space requirements. Our staff can assess your hosting needs to ensure you’re not paying for something you don’t need.

SSL Certificate Installation – FileMaker Cloud comes with a free 90 day trial of a Comodo SSL. If you intend to use your own certificate, we can handle all installations of new, updated, or renewed SSL certificates.

FileMaker Cloud Dashboard Monitoring – We proactively monitor and review all dashboard metrics to ensure you’re operating at optimal capacity.

Backup Preservation and Restoration – We’ll manage on-demand backup preservation and restoration of your FM Cloud.

ESS / ODBC / JDBC Access – If you have changes in how you access and transfer your data, we’ll update your configuration.

Plug-in Installation – Expanding your solution’s capabilities with a server side plug-in? Let us know and we’ll handle the installation for you.

FileMaker Database Upload – Have updates to your database that you want to make live? Need to add another file to your solution? We can assist with database management – we’ll upload the file and make sure you can easily connect.

Hosted File Connection Assistance – If you lose your link, delete your shortcut, or need help connecting a new employee to your database, we can provide connection assistance to your database for FileMaker Pro, FileMaker Go, and FileMaker WebDirect.

General Support for FileMaker Cloud and AWS – We’re always here to offer support and assistance and answer questions on basic usability and best practices.

BYO Cloud is one of multiple hosting options we offer. Check out www.filemakerhosting.com for more information on our FileMaker Cloud services, as well as Shared and Dedicated hosting plans. Want to figure out what type of hosting is best for you- shared, dedicated, cloud, AWS, FileMaker Server? Call us at 760-510-1200. Email us at sales@productivecomputing.com.

macOS Sierra Compatibility Update

October 13th, 2016

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Apple’s newest OS roll out, macOS Sierra, not only comes with a new naming convention, but also features new Siri functions and the ability to copy and paste from device to device!

If you’re as eager as we are to upgrade to macOS Sierra so you can open your MacBook with your Apple watch, don’t hesitate, because all of our Mac plug-ins and solutions are macOS Sierra compatible.

Here is a full list of our Mac products and a brief explanation of how they can help you automate your workflow!

Solutions:
Core4 CRM v3.0.0.3: Core4 is our flagship CRM solution. Built to be robust and expandable, this business tool allows you to track everything from contacts to sales transactions and from calendar appointments to notes and documents. You can connect the Core4 with your QuickBooks file, Outlook accounts, Address Book, and iCal.

Core5 Starter Edition v1.0.0.1: The Core5 Starter Edition is an intuitive and easy to use CRM solution. It is pre-configured to connect with your QuickBooks file, the Core5 is designed to be immediately deployable.

Vessel Service Solutions v2.3.0.0: VSS was designed for covering ship or water craft breakdown emergencies and allows users to eliminate time-consuming paperwork and processes. Users can tracks boat mileage, maintenance, and fuels ups and use it to track time sheets and pull various reports.

Plug-ins:
FM Books Connector Online v2.0.0.0: Want to save time and energy by eliminating double entry of contacts, invoices or sales transactions? Use this plug-in to connect your FileMaker solution with your QuickBooks Online file.

Address Book Manipulator v4.0.1.0: Avoid the hassle of having to add contacts to your Apple Address Book and then re-type the details into your solution when you back to the office. The Address Book Manipulator allows users to update all contacts in FileMaker or Apple Contacts and then easily push the information from one application to the other, ensuring contact information is always up to date.

iCal Manipulator v2.0.1.0: Add an event once and have it on all your devices. This plug-in directly connects FileMaker with Apple Calendar and supports multiple calendars, recurring events, and tasks.

PDF Manipulator DC v1.0.1.0: Process forms faster by extracting and inserting data between PDF form fields and FileMaker.

Change Printer v4.0.7.0: Automatically changes printers, sets optional printing attributes, facilitates the coordination of large and complex print procedures, and easily switches between various types of printers/drivers.

File Manipulator v4.0.1.0: File Manipulator can copy, move, rename or delete files and folders directly from a FileMaker solution. In addition, you can compress and encrypt file data with password protection, as well as decompress and decrypt file data.

For additional details on product functionality and integration details, please contact sales@productivecomputing.com or call 760-510-1200.