FMSmallBusiness 1.4.1 Ranking & Summary
FMSmallBusiness 1.4.1 description
FMSmallBusiness is a cross platform solution built using the award winning FileMaker Pro database platform. You can run it on Mac, Windows, or a combination of both. If that's not enough, portions work on the iPhone or most web browsers. We've designed it to work as either a single or multiple user solution on up to 250 workstations.
- Customizable - FMSB is built on FileMaker Pro and developed from the start with individual customizing in mind. FMSB has a 'main' file and a 'custom' file. The custom file is designed in an open fashion so that anyone with FileMaker experience can make changes or even add functionality.
- Shared Contacts - Access your Contacts in one centralized location. When you change the details for a contact, everyone in your company will benefit from the updated information.
- Shared Calendar - Calendar events function in a similar manner as Contacts. Whenever an event is edited, the changes are automatically made for everyone in your company.
- Projects & Activities - FMSB makes task management easy because it has the ability to store your activities with the option of assigning them to a project—Great when it’s billing time! Projects and Activities can be assigned to a contact and staff member It can also include billable items, such as labor, attached for later invoicing.
- Income Catching - Track your time and stop losing income by tracking your time and items using FMSB's built in Timers, Activities, and Events.
- Invoices & Products - FMSB has built in Invoicing as well as a Products modules which can help with reordering levels.
- Shared Documents - In many small businesses, you have documents that are related to your contacts and activities. FMSB has the same functionality. Each contact or activity can store as many documents and letters as you'd like--And they can be accessible to everyone in your company.
- Mail/Email Merging - Track all correspondence with your contacts. We've created easy to use Document generation and Merging assistants to make document storage simple.
- Data Availability - Access your data at your desk, on the road, or on your phone. Your data can be accessed via your computer anywhere in the world via the internet over a secure connection. Plus you can use your iPhone to access Contacts an Events.
- Desktop Integration - Easily update your contact and calendar data to Mac OS X's Address Book and iCal. FMSB can create a vCard for your contacts and iCal subscriptions for your calendars. Any application that support vCard and vCal files can use the data
- Contact Management
- Contact Groups
- vCard Importing & Exporting
- Activities & Project Tracking
- Product Tracking
- Calendaring & Scheduling
- iCal Subscriptions of Calendar Events
- Event QuickAdds: '7/4 9p Fireworks'
- Letters and Forms
- Mail Merges
- Add Progress Bars / Added to importing and exporting vCards.
- Automatic Data Cleanup / Trim and Remove Style/Font/Size on data entry. Applied to most of the fields on the Contact Detail layout.
- Backup changes. / Now backs up the Custom file. Can optionally choose the backup location. Only for non-server use.
- Layout Print Button / Didn’t work well on Windows using pdf generation. Now setting the page setup to tabloid, making an image of the layout, then scaling it to fit the page setup for letter, then printing.
- Reports / Updated look. Still simple and clean.
- Settings Interface / Updated to show buttons like Mac OS X System Prefs and Windows Control Panels.
- Updated Extensions / Updated SuperContainer. Added Mailit and ScriptMaster. Plugins are updated via AutoUpdate or from the built in Extensions table. Mailit is not used now, but will be in the future.
- Updated several custom functions in the Custom file. / May have caused some minor issues related to parameter passing.
- Calendar & Events
- Add Growl support for Event Alerts / Event Alerts will now send an event to Growl for Mac.
- Calendar Month Day Portals / Adjusted Size and buttons for Saturdays as they were not displaying properly.
- Calendar Printing / Changed to preview only the first page and notify with the total page count.
- Change Calendar Event text color to match the Category / Now using styles to show To Do and Billing statuses. Removed box with color.
- Event Detail Tabbing / Adjusted field tabbing when tabbing out of the Time End field.
- New Staff Record Default for Calendar Categories / Set their calendar categories all on by default.
- Printing Month/Week/Day Calendars / Can now choose range of Months/Weeks/Days.
- Add Contacts Category Field / Kept Flags so we can migrate data to Categories. Create Contact Categories in settings like Events. Create hidden tab object for right two thirds. Main tab to show add/remove popup and calc of values comma separated. Second tab to show more checkboxes.
- Added method to search specific Address fields / Can now search parts of an Address rather than the entire Address.
- Automatic Data Cleanup / Remove Style, Color, Font, and Point Size and Trim Fields from most fields in the Contacts Module.
- Changed Add Note to the Contact Note / Can now add to the beginning or end of the note. Can also change the notes for the found set of Contacts.
- Contact Addresses Update / Add Department and Title fields into the 'include' checkboxes for building addresses. Changed Order to Org, Dept, Contact, Title, Joint, Other, County, Country
- Contact Detail Category section header changed / Changed Contact Detail Category section header from 'Flags' to 'Categories' on More tab.
- Fix white overlay on contact addresses /
- Fixed Cohabitant field / Fixed issues with the calculation and display of cohabitant name and issues with the deletion of a cohabitant.
- Added Sales Register Report / Export tab delimited text file for invoices and columns for items sold.
- Added Sales Report / Report on Sales by Quarter, Month, Product, Price, Contact
- Enlarged Bill To and Ship To Address fields / Now has room for six lines on Invoice Detail and more space on the Printed Invoice.
- Phone and Email added to Invoices / Added phone and email lists on the Invoice Detail and Printed Invoice/Order/Packing List layouts.
- Added 'Copy to Clipboard' Items / Text that can be put on the clipboard for quick insertion.
- Added 'Common Documents' / Commonly used documents that can be exported or emailed to contacts. Choose one or more documents and email to one or more contacts.
- Changed clipboard templates type / Added changing of clipboard templates to type 'contact' on migration to support the new Company Clipboard Items.
- Updated vCards Export / Now trims all fields. Extra returns were causing export issues with the vCards, not allowing it to be imported into Address Book.
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