12 Ways to Use Filemaker Pro for Your Business
Many small business owners are hesitant to invest in a more expensive, enterprise-grade database program. However, Filemaker Pro offers many features that make it an affordable and worthwhile option for your organization’s data management needs. Check out these ways you can use Filemaker pro:
Track Customers: Easily record customer information and purchase history with the built-in contact manager function within FileMaker Pro. You can also track inventory levels of both physical and digital products sold (e.g., CDs or DVDs).
Report on Sales Data: With just a few clicks from the Contact Manager window, export sales data into Excel, making it easier to analyze trends over time. Generate graphs about revenue, expenses and profits to identify opportunities for improvement.
Track Attendance: Record attendance data without ever having to touch paper with the built-in classroom function in FileMaker Pro. This feature works great for daycare centres or schools that want more accurate tracking of student’s progress and absences than they would get from a simple spreadsheet.
Manage Employee Schedules: With just one click, you can generate a calendar view of your employee’s work schedule tailored perfectly to your needs (e.g., hourly shifts vs salary). Employees will love being able to see their schedules at any time on their iPhone!
Keep Your Files Safe: You know how important it is that all those customer records are safe? FileMaker Pro has that covered. Create a complete backup of your file with just one click and set it up to run on a schedule so you’ll never have to worry about losing data again.
Send Invites: The FileMaker party is always happening at someone’s house, but now it is in the palm of their hand due to mobile apps for iPhone and iPad. That way, they don’t even need an invite to come over anymore – they’re already there!
Track Expenses For Your Business: Do you want all those receipts organized neatly? It’s easy as pie when using the FileMaker Pro’s expense reporting function, which automatically imports each receipt into individual reports by date, vendor or type (e.g., food, gas).
Track Your Progress: FileMaker Pro leaves nothing to chance with its built-in status reporting that will let you know who’s working on what task at any given time and where they are in the process.
Get Organized: With a few clicks, file folders can be customized and made user friendly for your staff. In this way, all their data organized according to the project or client name and colour coded for quick reference (e.g., blue for company projects; red for the customer). It also includes filtering options like “show only layouts that have modified since last Monday”, making it easy to find them when needed.
Be Flexible: FileMaker Pro is the perfect tool for businesses that want to grow and change. It’s easy to customize and adapt your layout as needs evolve (e.g., adding a new column, renaming fields, or reorganizing data).
Protect Your Business from Threats: Security features protect against unauthorized access by requiring passwords at all times and limiting who has access to your data.
Save Time: Filemaker pro has time-saving features such as auto lookups that make it easy to find the correct record by typing just one letter–or even offering suggestions based on what you ordered in previous fields.
FileMaker Pro solution is a great database application that used for many different purposes. We have compiled 12 ways to use this program and hope it helps you get started in your business using the software to its fullest potential. If we’ve missed anything, don’t hesitate to reach out to Keene System! Their crew of experts are ready and waiting to partner with you on any aspect. Contact today so that they can help to make sure that your company has all the necessary tools that need to succeed online.
