Digital Transformation Blog

Claris FileMaker Pro 2024 Overview

Claris has just released FileMaker 2024! We discuss some of our favorite new updates and features, including exciting AI features, a new JSON array feature, PSOS callback options, API improvements, and more changes and fixes.

Credo Ishimwe  /  Claris FileMaker  /  June 4th, 2024

Claris FileMaker WebDirect vs. Custom Web Applications

Many technologies that used to be restricted to a dedicated software have begun moving online, including Claris FileMaker. FileMaker WebDirect is one way you can bring your FileMaker solution straight to the web. We discuss the comparison between FileMaker WebDirect and building a custom web app. Includes demo video.

Dylan Frechette  /  Claris FileMaker,  Web  /  May 23rd, 2024

Claris FileMaker Implementation Guide

FileMaker has the potential to revolutionize the way you manage data and processes, but unlocking its capabilities requires a well-thought-out implementation. We've created this 9-step checklist to help guide you along your FileMaker implementation.

Grant Gonzalez  /  Claris FileMaker  /  May 15th, 2024

Communicating with Mobile Apps via FileMaker Go

We demo how communication between your Filemaker Go app and your business's other mobile apps can help reduce double data entry, make data more easily accessible, and boost productivity. Includes a sample file and video.

Michael Wyda  /  Claris FileMaker,  Free Downloads,  Mobile  /  May 10th, 2024

Elevate Your Customer Success Strategy with Quarterly Business Reviews

Discover the power of Quarterly Business Reviews (QBRs) to strengthen client relationships, drive growth, and achieve long-term success. Let's dive into the best practices for implementing QBRs in your business!

Jacqueline Doe  /  May 1st, 2024

Salesforce Nonprofit Cloud Summer '24 Highlights

Things are heating up over at Salesforce! The Summer '24 release brings updates and enhancements to Salesforce Nonprofit Cloud, including new tools to measure campaign success, create custom donor scores, collaborate on grant applications, and more. It's sure to be a summer of efficiency and effectiveness!

Maria Thompson  /  Salesforce  /  April 25th, 2024

Salesforce Summer '24 Highlights

Salesforce’s Summer ‘24 update is here, and its features are like a breath of fresh air. Let’s go over some of the cool features that are sure to help you beat the summer heat!

Jason Swan  /  Salesforce  /  April 24th, 2024

Claris FileMaker Stripe Invoicing Integration

Learn how to seamlessly integrate Claris FileMaker with Stripe for powerful online invoicing solutions. We dive into the details on how to harness the full potential of combining FileMaker features with Stripe's online payment capabilities to build a more efficient invoicing solution. Includes sample file and video.

Bryan Guevara  /  Claris FileMaker,  Free Downloads  /  April 9th, 2024

Surveys for Success: Together Rising

DB Services' Surveys for Success program will donate to Together Rising for every survey received during Q2 of 2024. Together Rising is an all-women-led nonprofit that focuses on transforming collective heartbreak into effective action. The Surveys for Success program is our way of saying thank you for our customers' valuable feedback by paying it forward to those in need.

Leah Bass  /  News  /  April 3rd, 2024

Collapsible Lists in Claris FileMaker

Creating a collapsible list in Claris FileMaker might initially seem challenging, but with a strategic approach using a web viewer, it becomes achievable. By leveraging the web viewer, you can create a dynamic list that incorporates FileMaker data seamlessly. We demo how to create a collapsible list in FileMaker to provide a more intuitive and efficient workflow for users. Includes a video and sample file.

Tanner Stanley  /  Claris FileMaker,  Free Downloads  /  March 12th, 2024

Salesforce Nonprofit Cloud Implementation Guide

While Salesforce offers a variety of tools that can help a nonprofit organization, the latest and greatest of these is Salesforce Nonprofit Cloud. Nonprofit Cloud offers a set of solutions to help your organization with fundraising, program management, outcome management, and grantmaking. This article will go over the many aspects of Nonprofit Cloud, such as new objects and data models, that have to be considered during implementation.

Jason Swan  /  Salesforce,  Free Downloads  /  March 8th, 2024

Payment Processing with QuickBooks

In the fast-paced business world, efficient payment processing is crucial for maintaining cash flow and providing a seamless customer experience. QuickBooks has long been a go-to solution for managing finances, and integrating it with your web application can elevate the payment processing experience to new heights. In this article, we'll explore the benefits of utilizing QuickBooks' robust payment processing system. Includes demo video.

Sean Dwyer  /  Web  /  February 12th, 2024

DB Services Named Claris Growth Partner of the Year for 2022 and 2023

DB Services has won the Claris Growth Partner of the Year for the Americas award for 2022 and 2023, marking their 7th consecutive win! This award recognizes the Claris partner who provides the highest revenue and brand awareness for Claris over the course of the year.

Maria Thompson  /  Claris FileMaker,  News  /  February 8th, 2024

Downloading Claris Studio Form Submissions as Leads in FileMaker Pro

Working with web forms and FileMaker Pro has never been easier! You can now incorporate data gathered by your Claris Studio web forms in your FileMaker Pro application. This article will give you an overview of the capabilities of using Claris Studio in FileMaker Pro, as well as a step-by-step guide on how to make this work for your business! Includes download file and demo video.

Grant Gonzalez  /  Claris FileMaker,  Free Downloads  /  February 2nd, 2024

Salesforce Einstein Activity Capture Guide

Have you ever had issues maintaining accurate, up-to-date information between your Salesforce org and your clients? Einstein Activity Capture is here to work for you by learning from you. Let's dive into how Einstein Activity Capture uses AI to gather data from your emails, calendars, and contacts to keep data about your clients detailed and up-to-date.

Jason Swan  /  Salesforce  /  January 24th, 2024

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