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Five Great Interviews from DevCon 2017

December 7th, 2017

With the holidays right around the corner, Devon 2017 feels like a long time ago. If you are missing that exciting buzz experienced at DevCon, we invite you to take a listen to FileMaker Talk’s podcast from DevCon – “ Live at DevCon in Phoenix 2017” .

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You need to open it up in iTunes, but it will certainly transport you right back to Phoenix (lazy river and 99-degree weather not included).


 

The podcast starts out with Matt Navarre interviewing Jesse Barnum from 360Works. Jesse talks until about minute 11:40 and discusses their MirrorSync product, including its pricing and what’s new with version 4. Jesse’s portion of the podcast also includes an insightful discussion on 360Deploy and how that product works.


 

After Jesse, our very own CEO, Marc Larochelle, is on from about minute 11:40 until 41:00. Marc talks about what’s new (as of July 2017) here at Productive Computing – which included discussing our latest plug-in, the Exchange Manipulator SE, and its functionality. Marc also hinted that a Google plug-in might be in the pipeline for PCI (wink) and he mentioned that we are now Intuit Authorized QuickBooks Resellers!

Marc and Matt also discussed AWS (Amazon Web Services) and PCI’s hosting services, including how we manage our servers and why we use Amazon Workspaces. Lastly, they discussed PCI’s hiring and training practices (including our training program for all new hires).


 

At minute 41:41, Nicholas Orr from Goyacomes on to talk about their flagship product, BaseElements (which now has a new annual pricing model, making it more affordable and easier to upgrade) and RESTfm (cool story – FileMaker came to Goya to discuss RESTfm when they were creating the FileMaker Data API).

Nick also discusses his vendor session, which touched on the differences between RESTfm and Data API, including format flexibility and authentication flexibility.


 

The fourth and fifth guests on the show are James (Dave) Ramsey and Todd Geist from Geist Interactive at minute 52:15. In his segment, Todd’s talks about his 2017 FileMaker Award (for Advocacy) and Dave discusses their new product – FMPerception – and what exactly it is/does (hint: FileMaker DDR analysis tool that is crazy quick). Todd also talks about his training day session and what topics that training covered.


 

The last guest on the show is Mark Richman from Skeleton Key at 1 hour and 4 minutes. Mark discusses Skeleton Key’s extensive participation in DevCon, including the many sessions he and his staff presented during the week (Security 101 and The ABCs of reselling; 7 Tips for Getting More out of FileMaker Cloud and Introduction to SQL and ODBC; The Power of Bi-Directional Relationships and Programming for Power Users).

Mark also gave his opinions on the benefits of being a one-stop shop for your clients and the benefits of reselling FileMaker software.


 
There are some great interviews here – hope you enjoy!

Richard Carlton Plug-in Review: Biometric Fingerprint Reader

November 30th, 2017

Richard Carlton (Richard Carlton Consulting) recently did a video with our CEO, Marc, and our plug-in developer, Chris, discussing our sleeper plug-in, the Biometric Fingerprint Reader.

Released in 2011, this plug-in connects your FileMaker solution to the U.are.U fingerprint reader, enabling your solution to scan fingerprints for fast identification and secure verification. We don’t talk about this plug-in very much nor do we spend a lot of time marketing it, but it’s a well-designed, tried and true, a workhorse of a plug-in. If you are curious to learn more, check out the video below.

In this 15 minute video they cover:
1. What is the Biometric Fingerprint Reader
2. How the plug-in works
3. Why companies need and use the plug-in (integration example)
4. What the plug-in is and what it is not
5. Demo of the plug-in
6. Discussion of practical application
7. This is Windows only plug-in – is there the possibility of a Mac version?

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Seven Reasons to Use the FM Credit Card Plug-in with your FileMaker Solution

November 10th, 2017

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FM Credit Card v1 was first released in April of 2011 and discontinued in August of 2015. After increased interest from clients, we decided to bring the plug-in back to life, bigger and better than ever, and released v2 in September of 2017.

If you are a v1 client, you might be wondering, what’s so great about v2? Well, this blog will answer that for you. Here are seven good reasons to upgrade to FM Credit Card version 2.

Don’t feel like reading? Check out this quick video from our CEO, Marc, discussing the plug-in and v2 enhancements:

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1) FileMaker 16 Compatible. FM Credit Card v2 is compatible with FileMaker 14 -16. V1 is compatible with FileMaker 13 (which FileMaker has deprecated support for). Make your solution modern and take advantage of all that FileMaker 16 has to offer.

2) FileMaker 16 Script Steps. With the release of FileMaker 16, we added FileMaker 16 script step functionality to all of our plug-ins. Take advantage of this modern scripting method with version 2. Want to learn more about FileMaker 16 script steps? Here is a video of our CEO, Marc, explaining what they are: YouTube Preview Image

3) Gateway Compatibility. FM Credit Card is now compatible with Authorize.net and Authorize.net emulator gateways, as well as PayPal. And, with version 2, we consolidated all of the gateway-specific plug-in functions to more general functions to make it easier to program your scripts. Our plug-in developer also organized the functions to provide more flexibility and future expandability with the function calls to the plug-in.

4) Security Compliance. Version 2 is compliant with the latest security requirements and industry standards of TLS 1.2. These strict security requirements are mandatory for any modern payment transaction.

5) Card-present transactions. With version 2, if the card is present, you can conveniently swipe it right into FileMaker with a keyboard-emulating card reader – no need to type in the card info.

6) Server-side compatibility. This means you can now integrate with FileMaker Go, FileMaker WebDirect and Custom Web Publishing by way of the “perform script on server” script step. This enhancement greatly expands your deployment options and allows you to construct the exact workflow your company needs – be it on desktop, iOS device, or the web.

7) Free updates. Because FM Credit Card is a SaaS product, we will always ensure it is compatible with the three ever-changing environmental variables including both the Windows and Mac operating systems, the payment gateways themselves (i.e. Authorize.net), and the latest version of FileMaker, which we all know changes yearly. In any and all of these cases, we have you covered. Not only does SaaS cover future compatibility, it includes access to any new features we may build into the plug-in over time.

Starting at $35/year for a single user license, there is no reason not to upgrade! Visit www.fm-creditcard.com today to download the latest plug-in and take it for a test drive in our updated demo.

Core5 Starter Edition CRM – Integrating FileMaker with QuickBooks

November 1st, 2017

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The Core5 Starter Edition CRM comes with an impressive level of QuickBooks integration right out of the box. It can connect to QuickBooks Desktop or Online.

Core5 is preconfigured to:
1. Import Items, Taxes, Customers, and Vendors from QuickBooks
2. Push contacts to QuickBooks
3. Push invoices to QuickBooks
4. Pull balance due for invoices
5. Pull most recent payment date

It also has the ability to set flags on customer or invoice records to notify the user that something has been updated and the customer or invoice record needs to be re-pushed to QuickBooks.

The Core5 can do single record or batch pushes and pulls of contacts, invoices, and payment information.

How to add a new contact to QuickBooks

When you create a new contact there will be a red icon on the record – this indicates the contact is not in QuickBooks. Click “Push to QB” to push the single, new record.

Once it has successfully pushed, the icon will turn green.

If a contact record has already been pushed to QuickBooks, but has been updated – the QB icon will turn orange – indicating it needs to be re-pushed.

Here is a quick video demoing this:
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If you added or edited multiple records, you can push them all to QuickBooks at one time from the Dashboard.

On the Contacts tab, there is a “Push All to QB” button. This will call a script that looks for all new and updated records and pushes them all to QuickBooks at one time.

If you wish to not push a specific record, you can click the omit checkbox and that record will not be pushed.

Here is another quick video showing these actions:
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How to push an invoice to QuickBooks

One of the nice things about the Core5 Starter Edition is its consistency. It is almost the same process to push an invoice to QuickBooks as it is a customer.

Once an invoice is complete, you can push the “Push to QB” button in the top left. The QB icon will be red if the invoice needs to be pushed to QuickBooks, orange if it needs to be re-pushed, and green if it has been pushed and is up-to-date in QuickBooks.

Check out the video below demonstrating this:

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Invoices can also be pushed en masse from the Dashboard. Similar to Contacts, you can click the “Push All to QB” button to push all new and updated invoices to QuickBooks. The omit checkbox will prevent a specific invoice record from being pushed.

Here is your final video:
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How to pull balance due and payment information
Once an invoice has been pushed to QuickBooks, payments can be recorded in QuickBooks and then pulled into the Core5.

To pull balance information, click the green money icon on the invoice record. This will bring over the invoice balance and the date of the most recent payment.

On the Dashboard, you can also do a batch pull of balances due.

Try Core5 yourself with our online WebDirect demo.

Need QuickBooks Licensing? We can give you a discount on Pro, Premier, Enterprise, and Online licensing.

macOS High Sierra Compatibility

October 17th, 2017

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macOS High Sierra was released on September 25 and we worked diligently to test and update each of our plug-ins to confirm compatibility with the new OS. If you have updated to High Sierra make sure you download an updated plug-in.

Each plug-in comes with an updated demo file and many plug-ins feature new functionality, updated documentation, and bug fixes.

Plug-ins:
FM Books Connector Online v2.0.3.1: Available for client or server-side deployment and compatible with FileMaker Cloud, the FM Books Connector Online Edition connects FileMaker with QuickBooks Online. Users can save time and money by eliminating double entry of contacts, invoices or sales transactions. This release also includes additional plug-in enhancements and functionality.

Address Book Manipulator v4.0.2.1: 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 v2.0.2.1: The iCal Manipulator plug-in directly connects FileMaker with Apple Calendar. The plug-in supports multiple calendars, recurring events, and tasks. This release also includes additional plug-in enhancements and functionality.

FM Credit Card v2.0.0.0: Available for client and server-side deployments, FM Credit Card connects a user’s FileMaker solution to their preferred merchant services provider. Productive Computing also offers low-priced, basic integration packages for this plug-in.

PDF Manipulator DC v1.0.2.1: The PDF Manipulator DC Edition enables users to create a searchable document management system and process forms faster by extracting and inserting data between PDF form fields and FileMaker.

File Manipulator v4.0.2.1: File Manipulator can copy, move, rename, or delete files and folders directly from a FileMaker solution. In addition, it can compress and encrypt file data with password protection, as well as decompress and decrypt file data.

Change Printer v4.0.8.1: The Change Printer plug-in 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.

Solutions:
Core5 Starter Edition v1.0.2.1: The Core5 Starter Edition is an intuitive and easy-to-use CRM solution. Pre-configured to connect with QuickBooks Desktop or Online, the Core5 is designed to be easy to customize and immediately deployable.

Core4 CRM v3.0.0.5: Core4 is a robust and expandable CRM solution. This business tool allows users to track everything from contacts to sales transactions and calendar appointments to notes and documents. The Core4 can connect with QuickBooks and Outlook for Windows, Apple Contacts, and Apple Calendar.

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