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CRM Exporting Data – Try FileMaker Video Series – FMTraining.TV

CRM Exporting Data – Try FileMaker Video Series – FMTraining.TV – 7057

In this video, I want to talk about exporting your data out of your FileMaker database or FM starting point. Now, once again, one of my tips for making the export process as simple as possible is navigating to a layout where the data is at that that you actually want to export. So I’m going to go ahead, navigate to the contact data entry screen here because this is where I want to actually export the data. I have three hundred fifty thousand records here, and that’s a lot of data to export. So I’m going to find everyone in Texas and I’m the export those people and I have eighteen thousand records to export, so this should go much faster. Well, let’s take a look at the options for exporting the data. The file format that we choose for exporting the data really depends upon the target audience and their use of the data, and that will dictate our decision making process upon how we export the data out of FileMaker.

Introduction To TryFileMaker – Try FileMaker Video Series – FMTraining.TV – Video 1

Take Your Business to the next level with Software Innovation that is easy-to-use, with many tools to streamline your Organization’s Work Flow,Team Collaboration, Customer Relationship Management, Accounting Package and Custom Project Management.

This software Solution allows you to pick and choose the functions you really need. You can customize it to your business needs to get to the result you want for your company’s day-to-day tasks. Beyond that, the software will work for you in the Office and in the Field on many devices; so everyone has live progress updates of the current projects being worked on.

FileMaker is a cross-platform relational database application from FileMaker Inc.

FileMaker Pro is simply a powerful software used to create custom apps that work seamlessly across iPad, iPhone, Windows, Mac, and the web.

Customer Relationship Management – this is a process implemented to manage a company’s interactions with customers and prospects.

Richard is the Product Manager for FM Starting Point, the most downloaded **Free FileMaker CRM Starter Solution**.

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Top-Rated TryFM Video Series by FileMaker Pro Expert, Richard Carlton, at FMTraining.TV

RCC also provides one on one FileMaker Pro Coaching

Richard has been involved with the FileMaker platform since 1990 and has grown RCC into one of the largest top-tier FileMaker consultancies worldwide.

RCC, FileMaker Videos, and FMTraining.TV are headquartered in Santa Clara, CA.

RCC’s staff: A team of 28 FileMaker developers and supporting web designers, With offices in California, Nevada, and Texas.

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