Just like previous versions of FM Quickstart, FM Quickstart 19 features a Sales dashboard to view Open Quotes and Prospects, and a Production dashboard to view Unpaid Orders and Pending Shipments. This allows for easier browsing of records and navigation within the app. We have updated FM Quickstart to include sidebar navigation. Create and modify tasks on the Task List and they will automatically appear on your Calendar screen. The long awaited FM Quickstart Calendar is finally here! Manage your calendar within your CRM with our new Calendar module. The task will then show up under the Tasks dashboard as well as under the specified contact, and on the Calendar screen. From there, you can tie a task to a particular prospect, customer, or account. Simply create a task for any date or time range, and select the user you wish to assign it to. You can read more about the Implementation Plans on the FM Quickstart website.Ĭreating and assigning tasks to your team is easier than ever with our new Task List module. The latest version of FM Quickstart–DB Services’ free CRM app for FileMaker–is finally here! Our team has listened to feedback from FM Quickstart users, and have added some major new features including:Īdditionally, DB Services is excited to announce the launch of our FM Quickstart Implementation Plans! These new plans will help you get set up with your new FileMaker system using FM Quickstart, including user setup, server setup, licensing consultation, and more.
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