Informational Multitasking for your Business
to Save Customer Information Into a Filemaker Database
One of the most effective uses of a custom Filemaker Pro
database is the ability to enter information once and then use
it many times throughout the solution. To coin a phrase: Information
Multitasking.
Your Filemaker consultant will, through observation, experience, and
collaboration, gather the information necessary to create a software
solution that satisfies the specified requirements from the client.
During the process he should also identify those bits of information
that can be entered once and then used many times throughout and
then proceed to incorporate those bits of information into the basic
database design.
The classic example of information multitasking is that of Client
information. Keying in the company name, etc. into a table defined
as "Clients" can be used as follows:
|
Custom Software for Entering Client Information into a
Database at your Office. |
- Clients Lists
- Store Customers Most Important
information.
- Order Entry
- Communications to the client in the
form of Faxes, Letters, and E-mails, etc.
- Shipping information including
receipts, bills of lading, packing labels and lists
- Exporting to 3rd party accounting
software
- Linking to individual contacts for
the client Header information for Scheduling tables
- For creating a
multi-key used to limit viewing of clients records on
the web
 |
The same thinking can be applied to almost any fields used in the
custom Filemaker software we develop....
Consider the following group of fields from any order entry table for
a commercial sheet print shop. These values can all be applied to
your industry. Anything that your small business writes on paper. We
can develop a solution around your industry that allow you to not
duplicate work or lose track of client, order, manufacturer
information all in one place.
|
Do
These Fields Look Familiar... |
-
Client
-
Phone Number
-
Account Number
-
DOB
-
Comments
-
Appointments
-
Reminders
-
Email Address
-
Product Type
-
No. of Colors
-
Type of Stock
Press
-
Shipping Method
|
|
We can Develop A Custom
Routine for your Business that will make your work day more
Productive!
We Build Solutions Around Your business needs! |
Over a period of time, a number of orders are entered using the above information. Time and money are saved by the use of the predefined lists. Errors in data entry are minimized or eliminated as everyone is using the same information. The accurate, streamlined information can now be gathered and organized into report format and analyzed in any number of ways to
Help the company identify:
- Which client sends the most orders!
- Which press is used most for which clients, which type of work, or which No. of Colors!
- Which product types are most often run on which press. using how many colors and on what type of stock!
The possibilities are nearly endless and all from single or minimal entry of the initial data. From checking spelling to trending from analyzed data, Filemaker Pro and Information Multitasking in your custom software solution is the way to go.
Informational Multitasking Is the Direction My
Company Should Head In
