Archive

Agency software

What is an agency software?

An Agency software enables advertising agencies and other agencies to clearly arrange and manage all company data such as projects, contacts or accounting documents in a structured way. In most cases, the aim is to support recurring work processes (workflows) as optimally as possible through the agency software, thereby saving time and reducing costs (more…)

Bank X

Online banking with Bank X for macOS and iOS

Bank X (“Bank Ten”) is an online banking software (home banking) that runs on macOS-based Apple systems. For access to accounts and securities accounts, the software offers all common transfer and security standards such as HBCI with file or chip card, PIN/TAN, iTAN, mTAN, ChipTAN or Sm@artTAN. Bank X enables easy offline processing of transfers and direct debits and the storage of account statements in the software’s database. The online banking software is also available with Bank X Mobile as a version for iOS.  (more…)

Batch management

Batch management is used for the article-related storage of goods deliveries in order to be able to trace the delivery and, if necessary, the expiry date of an article back to the document item. A batch is marked with a unique number (LOT no.) and can contain any number of article items. For medical technology companies, the traceability of all goods from the application on the patient back to the raw material is an essential requirement of ISO 13485:2016. Thus, all purchased materials and products must always be marked with the respective batch number and this number must be traceable in case of product recalls or searches. (more…)

Cash book

What is a cash book?

In a cash book, all payment transactions of a company (cash deposits, cash withdrawals, deposits and withdrawals) are listed in tabular form. Cashbook software is available from various manufacturers for all common operating systems such as macOS and Windows. Each line (data record) in a cash book has an entry date and a sequential number, the amount of the entry, the debit and credit account, an entry text and, if necessary, a reference, such as an invoice from which the entry results. With modern ERP software, postings can usually be exported as a posting batch, e.g. in DATEV format, and further processed in other programs or passed on to a tax consultant. The generated file of the booking batch contains all data necessary for the generation of booking records in the corresponding accounting software. (more…)

CRM

What is a CRM system (Customer Relationship Management)?

CRM is the abbreviation for “Customer Relationship Management”, or in German “Kundenbeziehungspflege”. A CRM system is used to manage customer-related data in a structured way in order to optimize business processes in sales. In an integrated business software, the stored customer data is also used for other operational processes such as the creation of receipts (more…)

Custom Function

What is a custom function in FileMaker?

A Custom Function in FileMaker is a custom function, which is also called “custom function” in the German FileMaker version. Custom Functions a FileMaker database can be extended by any number of own additional functions. The call of a custom function is done in the formula editor just like any other FileMaker function. Custom Functions can only be created and edited in FileMaker Pro Advanced; calling an existing Custom Function is also possible with FileMaker Pro. Read more >>>

Customer management

What is customer management?

With a Customer management system customers, suppliers and other contacts can be stored, edited and managed. A customer administration is also called Customer Relationship Management (CRM) and contains many other functions around the administration of contacts and addresses (more…)

Database

What is a database?

A database (database system, DBS) is classically understood as a software program with which large amounts of data can be stored and managed efficiently, unambiguously and without contradiction. A data base system usually consists of a data base management system (DBMS) as well as the data to be administered (DB), also called database. Read more >>>

Digitization

What is meant by digitization?

Digitization is generally used as a generic term for the conversion from analog (physical) to digital management of data of all kinds. Managing data with pen and paper offers the advantage of being able to easily store all stored data according to the desired scheme (calendar, address book or notepad). But the list of disadvantages is unfortunately long: The data is only available once where it was written down and cannot be used for other actions such as cover letters, e-mail or even for business and receipts at the push of a button. The susceptibility to errors is high because data must be re-entered for further processing. Long-term archiving of paper documents is also complex and often requires a lot of space. (more…)

Drop-down-list

What is a drop-down list in FileMaker?

FileMaker Inspector: Data > Field For FileMaker databases, a drop-down list is a field formatting tool that can be used to open a pop-up menu with value specifications when the user selects the field. The value specifications can be taken from any value list. In contrast to the pop-up menu, a pop-up list allows both to select values from a pop-up menu and to manually enter values into the field.<!–more Read more >>>->

To add a drop-down list to a field, switch to Layout mode in FileMaker and click the desired field. In the Inspector (View > Inspector) you can now define all display preferences for the selected field in the area [Field] of the tab [Data]:

Display data from: (field to be displayed)

Control style (Form in which the field should be displayed. By default, a field is displayed as an edit field. Possible other options: drop-down list, drop-down menu, checkboxes, radio buttons, drop-down calendar)

Drop-down list in FileMakerWith arrow to show or hide list (displays an arrow at the right edge of the field to show or hide the drop-down menu For pop-up calendars: “With icon to show or hide calendar”)

Allow editing of the value list (for static value lists, you can specify whether the user can edit the value list or not. If so, a new item [Edit…] appears in the pop-up menu, which can be used to open a dialog for editing the value list)

Automatically populate via value list (automatically suggests matching entries from the value list as you type if the string of the first letters you type matches a value in the value list)

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As part of our coaching and training services, we would also be happy to inform you personally about the functions in FileMaker that you need to develop your FileMaker solution. Of course, we are happy to address your individual wishes. The billing is individual and fair in steps of 15 minutes each. Pay comfortably by bank transfer or PayPal.