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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.

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.

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.