FileMaker

MetaBiz – A FileMaker based Custom App

Small and Medium Businesses have to deal with the several challenges

How to automate repetitive processes and become more efficient?

How to have the overall picture and know what needs attention and when?

How do we grow the business?

How to have all customer contact information distributed among employees in one place?

How do we keep track of all customer initiatives?
How can we grow revenue per customer? Grow revenue per employee?

Workflow Management Software and CRM Software helps to manage these. There are several products available. The challenge is that while packaged software is affordable they are expensive to customize. The average Small business finds development of customized software expensive and time-consuming.

If you are struggling with these issues MetaBiz offers a very cost effective easy to customize the solutions.

‘MetaBiz’ a Multi-platform business management software has all the core functionalities required by small and medium businesses. It can be quickly customized to suit different business processes! MetaBiz is a business & workflow management software built using FileMaker Pro making it highly accessible across multiple devices like desktop, iPad, and iPhone. Web access is possible as much as is natively supported by the WebDirect feature within FileMaker.

Some of the business processes where MetaBiz can add value:

  1. Contact Management- This module offers more than just contact information. MetaBiz offers a solution through which you can organize all the details about a particular lead like contact details, communication History, invoices, project details, action details etc.
  2. Inventory planning and management – Entrepreneurs should have a deep understanding of demand and supply equation across all products. A business software can help in lowering costs, prevent errors in demand and supply of stock and speed up fulfilling client orders. MetaBiz can play an important role here. The software stores product catalog along with specifications and pricing details in the system. The inventory log gets automatically updated whenever an invoice is generated. This helps in proper inventory planning and management.
  3. Workflow Management – MetaBiz lets you streamline your workflow processes by setting up multiple actions. You can create alert for those who need to take a particular action, prioritize actions and mark them completed when it’s done, set deadlines and keep the process moving as per the timeline. This helps in effective workflow management. You can also view the ‘Actions’ in the calendar by checking on ‘Show on calendar’ settings.
  4. Business analytics – A business needs to take sound commercial decisions by effectively interpreting the available data to provide actionable insights. MetaBiz just does that. It helps in determining accurate project cost on the basis of billable hours and product costs.  Predefined reports based on timesheet, invoices, and actions can be generated to get a detailed perspective. Also, invoices within a specific date range can be accessed easily. Additional reports can be created as needed.
  5. User & Application Management – User management is important for setting up a secure system. MetaBiz User management system offers much more than just security. The software allows the Administrator to manage users and user roles, track their timesheets, set up and manage Company Info, Company logo, currency, Invoice templates and much more.
  6. Mail management – MetaBiz can be configured to send mails via Email Client or SMTP server or Outlook account. The Outlook Manipulator plugin in the software allows all the Outlook data – Mails, contacts, calendar to be accessed from within the application. All critical client related information is available at one place and not residing in individual mailboxes. Data resides centrally and accessible to authenticated users of the system. This is an Add-On feature offered by MetaBiz.

 

MetaBiz can be customized according to the business requirement of the client. For more information get in touch with us or download the trial version.

 

 

 

FileMaker

How FileMaker 15 is transforming the business of building custom apps?

FileMaker provides custom apps across devices and platforms like iPad, iPhone, Windows, Mac and the web. The latest version of FileMaker has got enhanced features in terms of mobility, security, automation, ease of use and performance. These new features are simplifying the development of custom apps which can work across different platforms.

FileMaker’s core idea is to facilitate developers to create custom apps that are required by small and medium businesses. To help this FileMaker provides an extensive array of readymade templates. This reduces time to get started with the development and leaves more time to work on a more complex design and development. The enhanced features in FileMaker 15 will transform the business of building custom apps.

FileMaker Pro 15 is carrying forward the direction of the company to increase mobility with the help of some enhanced features. Some of these are:

·  An additional security feature i.e. the Concealed Box will help users to be more careful with the content. The Concealed Edit Box feature does not reveal the content typed in the field to the onlookers as they just see some dots.

·  Solutions which are frequently used can be added to the Quick Actions thus enabling a quicker way to access FileMaker solution.

·   The Portal In-Line Progress Bar, one of FileMaker 15’s new performance-based features, brings with it the separation of a layout’s non-portal and portal rendering tasks. This means users are no longer forced to wait for cumbersome portals to load before being able to interact with a window’s content.

· FileMaker Pro 15 sends notifications for any kind of software updates. One can easily download and install the update within FileMaker Pro 15. This was not possible in the earlier version.

·  A Lot of improvements have been made in the Script Workspace. Script Errors are highlighted in red colour. So one can rectify the scripts immediately. There is an Unlimited Undo option which will give the users more freedom in creating something new and unique.

New features introduced in FileMaker Go 15 will give rich user experience for iOS users. Some of them are as follows:

·  Touch ID adds an extra layer of security to the existing features in your application. This will allow the users to login into the application using the fingerprint. For phones without the Touch ID sensors, there will be a device passcode.

·  The FileMaker app can be integrated with iBeacons. FileMaker Go 15 can associate data like text, image, video etc.  to the specific locations where iBeacons are present.

Your custom app can be further extended/linked to web using FileMaker/PHP API thus providing more opportunities.

MetaSys has a dedicated team of FileMaker developers, with experience in FileMaker 15. In case you have any queries related to FileMaker or looking for a quick solution catering to your business feel free to contact us.

FileMaker

3 things you need to know about FileMaker’s new initiative for small businesses

The FileMaker platform offers some key advantages for small businesses looking to go digital. Many small businesses are turning to FileMaker for building custom apps to replace their manual processes.  We highlight below why FileMaker is increasingly becoming a Preferred Option for small and even medium-sized enterprises

  • FileMaker offers a Small Business Service Toolkit to its customers at no extra cost. As a part of the toolkit, FileMaker offers an eBook – “How to Transform Your Service Business”.It addresses the common business issues faced by small businesses and how to overcome them by building custom apps. It also has case studies covering real business issues faced by small companies and how they overcame their challenges
  • FileMaker provides a Starter App along with the Toolkit. The app is compatible with FileMaker 15 platform. It has all the basic functionalities to help small businesses in addressing common business processes like resource scheduling, inventory management etc. The app is designed by a member of the FileMaker Business Alliance Platinum Partner. It is accompanied by a webinar which addresses issues faced by small businesses when it comes to inventory planning and management and invoice generation.
  • An extended support in the form of ‘Idea to iPad’ Bundle is also available. Annual licenses of FileMaker Pro Advanced and FileMaker Server are offered as a bundle to create and deploy custom apps. It includes 10 hours of consultation with a Customer Success Manager and FileMaker Business Alliance professional developer. The personal one-on-one interaction helps the developer understand your business and advise a solution appropriate for your situation.

This customer centric approach has proved to help small businesses in digitizing their business using FileMaker. Furthermore, one can start with one module or one process and add modules to meet the growing needs of the business.  Businesses and employees quickly see concrete returns on their investment. The platform also allows you to tweak and fine tune your processes over time. Metasys Software has over 12 years of experience with a team of Certified FileMaker Developers and huge experience in client server as well as web application development using FileMaker PHP API. If you are looking for a quick solution or have queries related to FileMaker feel free to contact us.

 

FileMaker

5 reasons why FM Quizilla 4 is important for aspiring Certified FileMaker 14 developers

FileMaker is meant for building custom apps that work seamlessly across platforms Windows, Mac OS X, Web or mobile devices like iPad, iPhone. Even with limited amount of programming knowledge it is now possible to build a custom app using FileMaker. Millions of people are now using apps created by FileMaker for their businesses.

Many developers have basic to intermediary knowledge of FileMaker but there is dearth of avenues to learn and test advanced programming skills. In order to address the needs of aspiring FM developers, MetaSys Software developed an App ‘FM Quizilla 4’ using it, one can practice for FileMaker 14 certification.

There are several features in FM Quizilla 4 app that makes it a complete package. Here are 5 reasons why FM Quizilla 4 is a handy product for people who are looking for FileMaker 14 certification.

  1. The FM Quizilla 4 app is compatible with iOS devices supporting 7 and above. It can be easily downloaded from Apple store.
  2. The app allows you to share scores with other developers through social media & your performance is displayed on the dashboard. It displays total test attempts, last score and other such relevant details.
  3. The questions asked in the app are in the same format as that of the certification test. They are categorized to cover different modules and topics.
  4. Practicing with this app is snappy. You can check your answer and proceed to the next question or review all your answers whether correct or incorrect towards the end of the test. The app gives you ample ammunition to prepare yourself for the certification.
  5. Once you gain more confidence, you can set a timer and proceed to next modules. Thus you systematically progress towards preparing yourself thoroughly for the certification.

Any difficult job can be done with proper planning and strategizing. The app helps you to plan and act so that you move in the right direction to crack the test. Happy learning and good luck for your certification!

FileMaker

How to enhance performance of web application with large records in FileMaker database?

Dropdown list using FM-CWP for large records:

With Custom Web Publishing (CWP) FileMaker allows to build web applications using PHP as Front-End and FileMaker as Back-End. This is achieved using FMPHP API provided by FileMaker.

Almost every web application consists of forms that have a dropdown list/ selection list. For example:

dropdownlist

In case of Dynamic dropdown lists, data has to be fetched from backend FileMaker database every time user accesses. If there is large number of records, then fetching them from database and displaying on Web Page takes time to load and results in the slowness of the web page.

In order to avoid this and make the experience friendlier & faster for the user, following technique explains how it can be achieved in a simple way,

  • Create a text file with all the required data separated by enter key in it.
    ex.
    Value1
    Value2
    Value3..
  • This data will be the initial data containing in the FileMaker field on which you would like to base dropdown list.
  • Place this file in the same location as your web page containing the dropdown list.
  • Then in the PHP web page, using file read operations and while loop, fetch the data and display in the dropdown list.
  • Create one more PHP web page, which will fire a query on FileMaker table/field to get dynamic data for the dropdown list and write to the text file described above.
  • Admin person can call this web page via web browser or web viewer of FileMaker whenever there is update to the field data.
  • This technique is more effective when the data in the required field is modified less frequently.