gFM-Business 5.0 with separation of clients and new user interface

The development of the next version 5.0 of the gFM-Business ERP software is progressing. In addition to the new functions presented in one of our previous articles, gFM-Business 5.0 will support the management of any number of clients. For each client, corresponding master data such as address, bank details or company logo can be stored in the settings. In addition to the existing screen masks, gFM-Business 5.0 will have a new user interface to enable different users to view the clients separately.

With the new user interface, all data will be displayed in a master-detail view, which has a list of all the data records called up in the left-hand column and, when an entry is clicked on, displays the detailed data for the selected record directly in the main area. During the development of the new user interface, we made sure that the operation is largely based on the classic user interface to avoid a longer training period for the users. We have also designed the search for data sets according to the same principle as in the classic user interface.

Data view separated by client

In gFM-Business 5.0, you can set for each user the client for which the user works and which user interface should be displayed when gFM-Business is started. With the classic user interface, the user has full access to all clients with all the functions that FileMaker provides for editing records. This also allows the user to assign records such as customers or documents to another client.

If the view has been set up for the user according to the new Master-Detail interface, the user only sees the data of the client assigned to him. All data records concerning clients other than the client assigned to him/her are hidden. The new Master-Detail user interface allows the user to quickly find and select data directly in a mask.

In the left column, which in the classic user interface contains the navigation of the active module, the Master-Detail user interface contains a list of all called data records and at the top a search field for quickly finding data records via full text search. By clicking on an entry in the list, the selected record is called up and displayed in the main data area.

As in the classic user interface, information on the called record as well as the number of called records, all records and the sort status are displayed at the bottom of the left column.

The navigation of the active module was implemented horizontally above the main data area, so that the operation of the ERP software is largely identical to the classic user interface.

Find data records easily with the new search function

In order to be able to find records not only via full text search but also for specific information, we have implemented a new search function that allows a search on all fields and supports up to ten queries for multiple searches. Thus, the search function works in principle in the same way as with the classic user interface.

After clicking on the [Search] icon in the toolbar, a pop-up window is opened that contains all fields of the active mask. As in the classic user interface, any search terms can be entered or values selected here. If a multiple search is to be carried out (e.g. postcode area 1xxxx, 4xxxx and 6xxxx), up to 10 queries can be created in which further search terms can be entered. Within the pop-up window, you can navigate between the created queries and, if necessary, delete queries. After clicking the [Search] button, the entered search query is executed.

Publication in late summer/autumn 2020

The new version 5.0 of the GFM Business ERP software is expected to be released in September/October 2020. All licenses purchased since gFM-Business 4.6 include a free upgrade to gFM-Business 5.0 – all corresponding customers will be automatically informed at the time of release. All customers with older licences can purchase a licence of the new version 5.0 at a reduced upgrade price.

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About Author

Markus Schall
Development of FileMaker databases since 1994, modification and extension of FileMaker solutions, conversion of FileMaker databases from .fm, .fp3, .fp5 (FileMaker 2-6) or .fp7 (FileMaker 7-11) to .fmp12 (FileMaker 12-17), interfaces to third-party systems such as online shops, CMS or other databases. Development of individual FileMaker database systems based on the gFM business framework with personal advice from Oldenburg. Operator of the online specialist portal goFileMaker.de, developer of the CRM and merchandise management system gFM-Business. Member of FileMaker Business Alliance, FileMaker Developers Subscription and FMM Expert. Winner of an FMM Award 2011, awarded by the FileMaker Magazine.

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