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Can you add a Back button?
How do I add additional quotes for the
Thought for the Day?
Login Problem to Complete Data
How do I get Complete Data to dial a phone
number from the screen?
Importing Excel spreadsheets into the
Contacts Database
Remote Access via Microsoft Terminal Services
or Citrix
Where can I find the FileMaker manuals?
Updating One Field for a Found Set of
Records
Printing Barcodes from Complete Data
Changing the default Account Name
Importing Excel spreadsheets into the
Service Area Database
Can you add a Back button?
I would like to add a back button to Complete Data,
like Internet Explorer has?
A database and a web browser like Internet Explorer
are not the same and including a back button like Explorer
has is not possible unfortunately. Complete Data comprises
over 40 different files or databases and you constantly
move from one database to another, with no way of easily
tracking where you came from.
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How to I add additional quotes for the Thought for the
Day?
I’ve noticed that a different Thought for the Day appears
on the main menu each time I open Complete Data. How
do I include additional messages so they appear here?
The "thought for the day" messages are picked
at random from a collection stored in the CD_Quotes.fp5
database. You can add additional messages to this database
by opening it directly and switching to the data entry
layout and use the New Quote button to create a new
quote that you can type/paste etc.
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Login Problem to Complete Data
I’m trying to open Complete Data, but after I type in
my password I get the following message: “Unknown User
- please contact your Complete Data Administrator to
setup access.” How do I resolve this?
When you open Complete Data it checks to see whether
you have been entered as a user of Complete Data. You
can see all the users of Complete Data by opening Complete
Data, clicking System then Admin which presents you
with a list of users already setup (you might need to
do this on another computer if you cannot login from
your computer). If you are not in the list of users
click the New Account button and enter your details.
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How do I get Complete Data to dial a phone number from
the screen?
I notice there is a button that lets you dial a contact
record’s phone number from the screen. How do I set
this up?
This requires a connection between your computer and
your telephone system. Some telephone systems support
computer dialling by connecting a telephone cable from
your computer’s modem port into your telephone handset.
Other telephone systems don’t require this direct connection.
FileMaker Pro under Windows is TAPI compliant - it passes
dialing requests to Windows Phone Dialer, a telephony-centric
application. For example if you click the telephone
icon next to a contact’s mobile phone number FileMaker
Pro will pass the number entered into this field to
the Phone Dialer application to actually dial the phone
number. Once the number starts ringing you can then
pickup your telephone handset to continue the call.
For further information on FileMaker and TAPI please
refer to the following document in the FileMaker TechInfo
database: FileMaker Pro and TAPI Compliance http://filemaker.custhelp.com/cgi-bin/filemaker.cfg/php/enduser/std_adp.php?p_faqid=1794
We are not aware of any way to have Phone Dialer direct
incoming calls to FileMaker Pro so that an incoming
caller can be identified first using the Caller ID or
Caller Number Display feature of some telephone systems.
We are also starting to compile a list of telephone
systems that agencies are using to dial telephone numbers
from Complete Data. These include: Avaya (does not require
direct telephone connection from computer to handset)
http://www.avaya.com.au/
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Importing Excel spreadsheets into the Contacts Database
I have created an Excel spreadsheet using the templates
you have supplied and I would like to import this into
the Contacts database.
Importing and exporting with Complete Data are streamlined processes activated through the Export
Records… and Import Records menu commands located in the File menu.
You can export as many times as you would like, in whatever way you choose, without risk of changing or deleting data in the original Complete Data file. When importing, however, you should exercise more caution as some of the import options will overwrite existing data and cannot be undone.
It is important to remember when employing both functions that you must first navigate to a layout that shows records from the appropriate table.eg. to import into Contacts you must be on a contacts layout, To import Listings you must be on a listings layout, To import into the Service Area you must be on a Service Area layout.
Importing Records
The import data function brings data from excel into Complete Data
You can only import data into a single table at a time.
To import data into related fields, you must import data directly into the table that contains the related field.
The source file does not need to have the same number of fields or have fields in the same order as the
target file. During the import process, you can arrange the target fields so that the source data imports into
the correct fields, and skips the fields that you do not want to import.
- Once the excel spreadsheet is in the correct format Go to a layout in the database you would like to import into.
- Choose file, Import Records, from a file.
- Select your excel spreadsheet from the appropriate location and select open.(Figure 1.1)
- Enter the correct import field mapping options (Do not import first record , Arrange by matching names) .(Figure 1.2)
- Make sure the source fields are going into the correct field on the right hand side.
- Click import.
- Tick the auto enter options in the next dialog box. (Figure 1.3)
- A summary will pop up showing the user how many records were imported and if there were any issues.
Figure 1.1
Figure 1.2
Figure 1.3
Exporting Records
You can export Complete Data information to a new file and then open it in another application.
You can also opt to save data in Excel: use file Save as Excel or PDF when you want to create an Excel
spreadsheet that contains just the fields you have access to on the current Complete Data layout.
Use File export when you want a file to contain a range of fields you select in the export process.
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Remote Access via Microsoft Terminal Services or Citrix
We are looking at setting up remote access to Complete
Data from home and from another branch office. What
is involved in this?
There are several ways to setup remote access to Complete
Data, including dial in, Terminal Services and Citrix.
Due to the way FileMaker Pro operates over a wide area
connection we recommend either Terminal Services or
Citrix due to their low bandwidth efficiencies (they
only send keystrokes, screen changes and mouse clicks
rather than the actual data). You can find information
about Microsoft Terminal Services and FileMaker Pro
at the following sites. The PDF files have more technical
information about the configuration and setup: http://filemaker.com/downloads/pdf/guide_fm8_term_serv.pdf
You can find information about Citrix and FileMaker
Pro at the following sites. The PDF files have more
technical information about the configuration and setup:
http://filemaker.com/downloads/pdf/guide_fm8_citrix.pdf
The Terminal Services server or Citrix server can't
run on the same server as the Complete Data/FileMaker
server that you are currently using. There are some
detailed guides in these links that discuss best practice
setup which should make sense to your IT department.
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Where can I find the FileMaker manuals?
I would like to read the manuals for FileMaker Pro,
FileMaker Server and FileMaker Mobile. Where can I find
these?
Copies of the FileMaker manuals can be found in Adobe
Acrobat PDF format on the installation CD's. They should
also be installed on each workstation computer in the
following directory: C:\Program Files\FileMaker\FileMaker
Pro 8\English Extras\Electronic Documentation You can
also view them and download them from the FileMaker
website at the following address: http://www.filemaker.com/support/product/documentation.html
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Updating One Field for a Found Set of Records
I have found 250 records in the Contacts database. I
would like to change the lead source for all 250 records
in one go without having to do each record one by one.
Is there a way to do this?
Yes, you can update the contents of one field for a
found set of records quickly and easily. First do a
Find so you have a found set of records which you wish
to update. Then change the contents of the field you
wish to make the same for all records in the found set,
and make sure the cursor is still in the field (i.e.
you can see it flashing). Then go to the Records menu
at the top of the screen and select Replace Contents.
You will then be presented with a dialog box that you
should read carefully (there is no Undo feature after
doing using the Replace Contents function). It should
confirm that in the found set of records it will be
replacing the contents of the field with the data you
have just entered. If you are happy with this click
the Replace button to update all records at once. If
other users were editing any of the records in the found
set at the time you do the replace you will be notified
of the number of records that were skipped as a result.
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Printing Barcodes from Complete Data
I would like to print barcodes from either the Contacts
or Service Area module of Complete Data to take advantage
of the bulk postage discounts from Australia Post. Is
this possible?
Complete Data cannot print barcodes directly that are
Australia Post approved. These need to be done by an
approved software program certified by Australia Post.
You can get a list of AMAS approved software suppliers
at the Australia Post website at: http://www.auspost.com.au/BCP/0,1080,CH2404%257EMO19,00.html
For more information on the Australia Post barcode requirements
please visit the Australia Post website at: http://www.auspost.com.au/BCP/0,1080,CH2064%257EMO19,00.html
When looking for a compatible barcoding solution please
note that Complete Data can be be queired via ODBC and
also export address details in the following formats:
BASIC Comma-Separated Text DBF DIFl FileMaker Pro Merge
SYLK Tab-Separated Text WKS, WK1 XML
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Changing the default Account Name
When I login to Complete Data I always have to change
the Account Name from what is initially entered to my
Account Name. Is there a way to change this permanently?
Yes - go to the Edit Menu>Preferences and change
what is in the User Name section and click OK. The next
time you open Complete Data it will default to what
you entered in the User Name section.
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Importing Excel spreadsheets into the Service Area Database
I have created an Excel spreadsheet using the templates
you have supplied and I would like to import this into
the Service Area database.
To import from an Excel spreadsheet into Complete
Data open the Service Area database and follow these
instructions: 1 - Make sure you are in the correct part
of Complete Data. If you are importing data into the
Service Area database you must first open the Service
Area database from the Main Menu. Please verify that
you are currently in the correct place for the data
you wish to import. 2 - From the File menu select Import
Records>File - it will then ask you to locate the
file to import. Select your Excel spreadsheet and then
click Open. If a "First Row Option" dialog
box appears select Field names (this will be used to
match the first row of column headings in Excel with
the corresponding field names in Complete Data). 3 -
In the next dialog, Import Field Mapping, choose Matching
Names from the Arrange by menu in the right hand middle
section and click Import 4 - In the next dialog "Import
Options" make sure the first option is ticked then
click Import and Complete Data will then importing the
data from your Excel spreadsheet, creating one record
for every row in the spreadsheet. The total number of
records that were imported will be displayed at the
end of the import process, along with any errors with
the import process.
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