CRM Importing Data – Try FileMaker Video Series – FMTraining.TV – 7058
In this video, I want to take a quick moment and show you how to perform a basic import into any FileMaker database. This case we are using FM starting point. I’ve got a fresh copy of FM starting point here. I’m going to click into the contacts data entry screen. I can see I have the one sample record here, that’s part of the download. I’m gonna go up to records. I’m gonna go ahead and delete this record right here… And right here I have a sample data download of five thousand names and let’s say, for example, that this is a spreadsheet or it could be a tab file or a comma separated file. That’s what the CSV is. Basically, it’s a data dump or a pile of data that is specifically formatted for importing into another data source or into another database system. So FileMaker can read Excel files, other common ones or CSV or Comma Separated, tab separated. Really, those are the big common ones. FileMaker will not directly read word files.
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. https://en.wikipedia.org/wiki/FileMaker
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. https://en.wikipedia.org/wiki/CRM
Richard is the Product Manager for FM Starting Point, the most downloaded **Free FileMaker CRM Starter Solution**.
Get your free copy of this CRM Software at http://www.fmstartingpoint.com.
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