-
Getting Started with the Claris Platform
Course • 13 lessons4.9 average rating (11 reviews)Getting Started with the Claris Platform will allow you to do just that – whether you are a user or a developer. You will learn the components of Claris and discover what each does, when to use one over the other, and when to use them together.
Free
-
Claris FileMaker Pro Beginner
Course • 68 lessons5.0 average rating (8 reviews)Learn Claris FileMaker Pro. Get the fundamentals of FileMaker development and discover how to create a solution where you can store contacts, create notes, and track projects. This beginner FileMaker training course will get you started!
$149 / year
-
Claris FileMaker Pro Intermediate
Course • 62 lessons5.0 average rating (3 reviews)Continue to learn Claris FileMaker Pro in this intermediate course where we focus on scripts, script triggers, and calculations. You'll build a sample solution where you can store products and invoices.
$149 / year
43
Overview
How To Use This Course
Course Version History
DOWNLOAD Core CRM Pro and Getting Started
Create Sample Data
Reset to Factory Settings (Remove Sample Data)
Contacts
Sales
Items
Calendar Events
Tasks
Documents
Dashboard
Preferences
Manage Inventory
Text Messaging Integration (with Twilio)
Integration Details Related to Shared Contacts/Calendar
Install QuickBooks Desktop
Configuration and Setup
QuickBooks Workflow Details
Working with Contacts
Working with Invoices
Pull Balances
Create QuickBooks Online Sandbox Account
Configuration and Setup
QuickBooks Workflow Details
Working with Contacts
Working with Invoices
Pull Balances
Google Setup (GManipulator Plug-in)
Google Integration with Contacts and Calendar
Outlook Setup (Outlook Manipulator Plug-in)
Outlook Integration with Contacts and Calendar
Create Microsoft App and Tenant ID (for Exchange integration)
Exchange Setup (Exchange Manipulator SE Plug-in)
Exchange Integration with Contacts and Calendar
Perform Script with Callback (and Studio/Pro Integration)
Jotform Custom Connector & FileMaker Integration
OnWindow Transaction (Audit Log)
New Claris Studio Features
Integrated Claris Studio Dashboards
Continue Your Journey
Other Offerings from Productive Computing
Other courses you might like
-
$299.00 / year
Entire University Bundle
Save and gain access to all of the FileMaker training courses available from PCU with a subscription to the bundle.