Fast sales call lists in FileMaker - Get the phones ringing! | User Tutorial | FileMaker For You
In this FileMaker tutorial I’m going to show you how you can use a single list layout and FileMaker’s native finding and sorting capabilities to create daily call lists personalized to individual sales reps.
We'll build these sales lists using a combination of modify last find, saved finds, omit multiple records, constrain found set and replace field contents.
In our example exercise, I create lists for sales reps to make 20 calls a day, but you can easily adjust that number to suit how things work in your office. Because I use only FileMaker native features in this example, there is no scripting required!
~~~~~
Would you like private and personalized FileMaker training? Contact me ➜ http://bit.ly/2GHicbJ
~~~~~
FileMaker Cheat Sheet - 9 pro tips for finding powerful insights and quick analysis fast [ Infographic ] ➜ http://bit.ly/2q9VEcG
Get More Great Tips - Subscribe ➜ http://bit.ly/2uPxJFf
Newsletter registration (early announcements for free live webinar workshops -- limited seats) ➜ http://bit.ly/2q82teI
~~~~~
MORE VIDEOS:
Save time finding by using modify last find:
• Save time when getting your FileMaker...
Omit records from your found set in FileMaker:
• Omit or exclude records from your fou...
How to save finds in FileMaker - automate your find routine!:
• How to save finds in FileMaker - aut...
Use new request for multiple find criteria in one field:
• How to find on multiple values in a s...
Filter your found set in FileMaker using Constrain Found Set:
• Filter your found set in FileMaker us...
~~~~~
Too busy to get the work done yourself? Contact me ➜ http://bit.ly/2GHicbJ
Newsletter registration (early announcements for free live webinar workshops -- limited seats): http://bit.ly/2q82teI
#filemaker
Watch video Fast sales call lists in FileMaker - Get the phones ringing! | User Tutorial | FileMaker For You online, duration hours minute second in high quality that is uploaded to the channel FileMaker For You 23 February 2018. Share the link to the video on social media so that your subscribers and friends will also watch this video. This video clip has been viewed 294 times and liked it 7 visitors.
