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Archive for the ‘FileMaker Pro Solutions’ Category

FileMaker 15 Compatibility Update: Plug-ins and Solutions

May 11th, 2016

I am sure you have been following the FileMaker 15 release updates as closely as we have, so I know you’re just as excited to hear that we’re FileMaker 15 compatible as we are to announce it!

Here at PCI, we’ve been hard at work testing and developing to make sure that your favorite PCI plug-in (or solution) is FileMaker 15 compatible. To the extent that we could, we wanted to ensure that you experienced little hesitation and headache when making the decision to upgrade.

Please see below for a full list of our products that are now compatible with FileMaker 15. As we’re always innovating, we invite you to peruse the entire list—maybe there is something new that could be of benefit to you!

Licensing:
FileMaker Licensing: Purchase FileMaker Pro 15 today! Being Platinum Partners with FileMaker, Inc. we are able to work directly with FMI’s sales team to secure better pricing on new FileMaker Pro licenses and maintenance contract renewals than what customers have access to on their own.

Solutions:
Core4: A customizable CRM solution that allows users to efficiently manage areas including: contacts, calendars, tasks, correspondence, sales opportunities, estimates, invoices, inventory, projects, reports, and more.

Vessel Service Solutions: A vertical solution for the marine assistance industry that operates as a virtual command center to manage vessel assistance orders.

Plug-ins:
Outlook Manipulator: Exchange data with Microsoft® Outlook Contacts, Calendar, Tasks, Mail, and Notes for the “user’s” default folder, public, and shared folders within the Exchange Environment and with any Exchange mailbox.

FM Books Connector: Connect QuickBooks® to your FileMaker solution and save time and energy by eliminating double entry of contacts, invoices, or sales transactions.

123sync: Accelerate the development of a personalized QuickBooks integration with your existing FileMaker solution.

FM Books Connector Online: Using QuickBooks Online? You can reap all of the benefits of connecting your FileMaker solution to your QuickBooks Online file.

Address Book Manipulator: Exchange data dynamically between FileMaker Pro and Macintosh’s Address Book in a “one-to-many” format that handles group and individual contacts, multiple addresses, phone numbers, and e-mails.

iCal Manipulator: Provides a bidirectional data exchange between FileMaker Pro and Apple Calendar / Reminders eliminating double entry and syncing FileMaker Pro with any iCal supported calendar type. Please download latest plug-in to ensure compatibility.

eSign Signature Capture: Decrease labor and processing time of your standard forms and increase security for your organization by capturing signatures and binding them to information stored in your FileMaker solution.

Biometric Fingerprint Reader: Allow for fast identification and secure verification capabilities that enable your FileMaker solution to recognize individual users without requiring passwords or card swipes.

PDF Manipulator: Search text contained within a PDF document, extract data from PDF form fields, create a searchable document management system, and process forms faster by eliminating the need to hand key information into your solution.

Change Printer: Automatically change printers, set optional printing attributes, coordinate large and complex print procedures, and switch between various types of printers/drivers such as: inkjet, laser, label, and PDF – all from your FileMaker solution. Please download latest plug-in to ensure compatibility.

File Manipulator: Access, copy, move, rename or delete files and folders, as well as compress/extract and encrypt/decrypt file data directly from your FileMaker solution.

For more information on compatibility or product details please contact sales@productivecomputing.com or call (760) 510 -1200.

VSS: How to Push Invoices and Pull Balances with QuickBooks

April 22nd, 2016

 

If your VSS system is configured with QuickBooks using our FM Books Connector, you can push invoices to and pull balances from QuickBooks. Please contact PCI if you wish to configure VSS with QuickBooks.

Pushing an Invoice to QuickBooks:

Once you have a completed order, you can push it to QuickBooks by locating the QB menu item in the top toolbar.
 
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This QB drop down will give you three options:
1. View in QuickBooks
2. Push/ Update Invoice to QB
3. Pull Invoice Balance
 
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When you click Push/Update Invoice to QB, you will see a series of popups as the invoice pushes. The first will ask if you wish to continue, the next will indicate the invoice is pushing, and the third will indicate if the invoice pushed correctly.
 
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After you have pushed an invoice, you will notice that the Overall Status will state “Pushed to QB” and the Pushed to QB status will indicate the date of the push.

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If you make edits to the order after it has been pushed to QuickBooks, you can select Push/Update Invoice to QB and it will update the invoice in QuickBooks.
 
Pull Invoice Balances:
You can post payments in QuickBooks and easily pull over balance information in VSS.

When you click “Pull Invoice Balance”, it will ask you if you wish to pull balance information for a Found Set or This Order.

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Found Set:

Clicking Found Set will pull balance information for all of the orders in your found set (if you have performed a find) or it will update the balance information for all records in your system if you have not performed a find.

For Example: In the graphic below, I performed a find for all invoices for a specific time period. My found set was 10 records. If I clicked Found Set on the pull balance prompt, it would pull the balance information for these 10 orders.
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In this graphic, I did not perform a find, so I am currently managing all orders in my system (84). If I clicked Found Set, it would update the balance information for every order that had been pushed to QuickBooks. Please note, if you have a large number of records, this could take some time.

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This Order:

Selecting this option will only pull the balance information for the current record you are viewing.

Once you have pulled balance information, your Paid On status will update with the date of the last payment.
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The More Info tab provides you additional information such as the QuickBooks ID, when the invoice was pushed, the last time the balanced was checked, and the invoice’s current balance.

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View in QuickBooks
In order to “View in QuickBooks” you need to first push the order to QuickBooks.
Clicking this option will open up the invoice in your QuickBooks file for easy reference and editing.

Vessel Service Solutions. Think AAA for the Sea.

April 12th, 2016

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Our wonderful products team here at PCI has been hard at work on Vessel Service Solutions (VSS) 2.0 – a new and improved vertical solution for the boat assistance and towing industry.

VSS was first released over two years ago in January 2014 and sold as a customizable framework for covering ship or watercraft breakdown emergencies – kind of like a Big Mac – you could have it your way. We provided you the burger and bun and you decided all the delicious toppings you wanted. The idea behind the product was to help an industry, which relied heavily on 20th century processes (think scans and faxes), streamline their workflow by going paperless and digital.

VSS has come a long way since then. We’ve taken this framework and turned it into a truly wonderful and efficient solution with expanded functionality—yet still delightfully customizable.

Here’s how it works.
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The process is simple enough—but saves the dispatcher and captain considerable time eliminating double entry and doing away with the necessity to print, scan, or fax any paperwork. The entire process from receipt of the order to sending it for payment takes place in one interface.

Other than an efficient orders process, the solution also offers users the following modules to track almost every aspect of their business:

Fuel logs per boat with information including: engine hours, location, and cost per gallon.
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Maintenance Log where users can make an entry each time maintenance is performed on a boat.
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Maintenance Schedule that graphically shows the viewer when the next required maintenance is to be performed.
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Time Sheets where personnel can link day and night hours worked to a specific order, calculate commission totals for an order or bill by the unit (ft. yd. mi.) for services performed.
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– A variety of reports can be pulled on Orders, Boats, and Time Sheets.
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Preferences is where the magic happens. This is where the user can customize some modules, manage QuickBooks, add boats and ports to the fleet, manage personnel contact information and update QB items/ services.
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VSS is packed full of all types of goodies and nifty features for the user—much too much to discuss in a blog. If you’re interested in learning more about what else this solution has to offer contact us at sales@productivecomputing.com or 760-510-1200.

We also invite you to visit our website www.vesselservicesolutions.com for addition product information, capability overviews, and instructional videos.

Productive Computing, Inc. Announces Updated DocKeep

June 12th, 2014

For Immediate Release:

San Diego, CA – June 12, 2014 – Productive Computing, Inc. in collaboration with Acordex® Imaging Systems is proud to announce the release of  DocKeep 9.0.0.1 for Mac OS X 10.6 – 10.9.

With this release DocKeep has added support for the new Fujitsu scanners fi-7160, fi-7260, fi-7180 and fi-7280.

Key Features:

– High productivity document scanning compatible with  Mac OS X 10.6 – 10.9
– Simple to operate, easy to learn
– Supports Fujitsu scanners with a rapid Automatic Document Feeder (ADF)
– Scan all document formats (double sided, color, black & white)
– Scanning speeds from 30 to 180 images per minute
– Integrated document viewer with pagination control
– Optional database integration (including FileMaker® Pro)

DocKeep is an easy-to-use Macintosh OS X solution for rapidly scanning documents with Fujitsu scanners. Increase efficiency by quickly transforming stacks of paper into safely stored digital images. Now your documents are under your control – access any document needed with a click of the mouse.

DocKeep’s advanced technology is designed for ease of use and high productivity scanning. Fujitsu scanners, long known for their high reliability and excellent automatic document feeder, work seamlessly with Mac computers. DocKeep can be used as is or can be integrated with your database, thus creating an ideal imaging system for thousands less than you’d expect to pay.

There are three versions of the software available with varying scanner support and functionality for each. Pricing starts at $199.00 for a single DocKeep Express license. DocKeep Pro at $495.00 enables the integration of FileMaker solutions.  Please visit http://www.DocKeep.com for more information.

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PCI Announces Core4 CRM – Updated for FileMaker® Pro 13 and FileMaker WebDirect

May 28th, 2014

 

 

Core4 CRMFOR IMMEDIATE RELEASE

San Diego, CA – May 28, 2014 – Productive Computing, Inc., a Platinum member of the FileMaker Business Alliance, today announced the release of Core4 CRM for FileMaker Pro 13.  This new version has been updated throughout to utilize the new capabilities introduced in FileMaker Pro 13.  New Core4 CRM features include a completely redesigned web interface that uses FileMaker’s latest WebDirect technology.  Additional improvements include an update to the desktop interface, the implementation of a custom “Core” theme for customized graphics management, improved dashboard list views and graphs as well as an optimized iOS experience using FileMaker Go.

The Core4 CRM is an easy to use business information tool that serves as the central nervous system for every business it is used in.  Core4 was built with a “your data anywhere” philosophy by providing users with access into the Core4 system through the use of a FileMaker Pro client, FileMaker Go on the iPad or from a web browser using FileMaker WebDirect.

Coupled with Productive Computing’s FileMaker Pro cloud hosting services, Core4 CRM can be purchased under a per user monthly subscription service or for a one-time site license fee for an on premise or hosted installation.  Customers will also have three new custom tailored installation package choices that range from basic installation and training to an all-inclusive custom development package.  These new options are supported by a dedicated Core4 CRM support team that have been trained to provide a highly personalized initial integration and adoption of the software into a customer’s business as well as to provide an unparalleled level of personalized business consultation, training, support and custom development services.

“Our goal was not to simply sell a software license or subscription to our customers, but to set a new standard for how CRM software providers deliver and engage with their customers.  The Core4 solutions we put in place become the most critical business tools our customers use on a daily basis so we want to build a very deep relationship to ensure the customer is getting the most out of the tool.  The more we know about the customer and how their business operates, the better we can shape the tool to their needs.  Our new offerings and well defined setup packages help guide our customers to decide what level of service they would like to have and our new pricing greatly expands our offerings to customers at every budget level.”
       Keith Larochelle, CFO, Productive Computing, Inc.

SaaS pricing is as little as $24/month/user with a minimum $500 setup fee and includes FileMaker Pro and upgrades as part of the subscription.

On premise site licenses can be purchased for $5000 for unlimited users – FileMaker Pro not included.

Please visit www.Core4CRM.com for full product details.

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