ACCESS OUR MAIN WEBSITE - https://fmstartingpoint.com - FileMaker CRM from FM Starting Point
Hello everyone. Carlton here and welcome to the awesome day FileMaker training there. I am right there. Welcome to a great place to learn about the FileMaker platform at FMTrain. TV. If you go to FM Training.TV I'm going to bring this up real quick. You can see the upcoming broadcast schedule. So, FMTrain. TV you come here press the live tab button right over there. I'm going to reverse myself. So, it doesn't hurt my head. There we go. It's my stage and there we go live training right there. When you come down here you can see the upcoming days. Day one of this coming Monday is going to be day one of FileMaker basics along with basics of customizing a CRM. So, that is like day one for mostly not the folks here. If you're a brand new FileMaker developer you know who you are. I'm not picking on you anyway. In fact, frankly you're the most important people to me because I want to bring new people to the FileMaker community to the Claris platform community. Whatever you want to call it. I think bringing new people is great. And so, that's what next week is about. Today is kind of an for the established the usual suspects right. The Davids, the Kimberas Andrew I don't know if that's you or not, Foxy, Jack, Gadity, Jericho, Mikey, Oregon, and Peter, Reuben, Scott Schmiegel ,Foxy Jack, Bob, Foxy Bob, Foxy David, all you folks and then of course Michelle Gravel on youtube and whoever else is on youtube. Let me read and adjust this here so I can see what's going on on youtube. There we go Michelle Gravel, Ace estimates Wally hey how's it going folks? Today is a kind of an introduction for you folks to talk about the FM Starting Point. Ask questions about the new FM Starting Point. We will cover all the ins and outs of it.
The best we can potentially have is this conversation will be more advanced today. The next week starting Monday is the basics day one all the way for 22, 23, 24 days in which case every day we're going to be covering the various topics about FileMaker. And it starts the beginning with what the hell do you want? What is FileMaker? What's the layout? What are tables for all that kind of stuff? That's day one. Day two kind of stuff. So, that's going on there. Let's talk about pause on air real quick. So, there is no FileMaker developer conference this year. If you are a FileMaker person and you want to go and meet someone face to face and talk about FileMaker stuff, the only way to do it in the United States in a reasonable, awesome place is to go to Georgia. Now, Georgia up in the mountains is kind of a nice retreat. That's where paws and air is this coming year. It was there last year while I went there. It was great and a lot of fun. So, the registration opened yesterday morning. If you're going and you want to do this I highly recommend you go through the process of signing up for it sooner. Rather than later because what they have is different kinds of accommodations. What I'm going to do is I'm just going to do this real quick.
So, you can. I'm gonna go through this. I'm gonna put this information in here. These are the accommodations they have. They have a hotel room. This isn't per night this is for three days and that includes food, and stuff like that but these other ones are large cabins. Like camping cabins like with other people right or you can do tent camps things like that. So, you can read the information here but they've sold through more than half of their hotel rooms. So, if you want to go definitely go buy it now on a per person basis. Like say there's two of you and you share a hotel room. It's about a thousand dollars per person for this. Basically a three day event starts Monday at lunch and goes through Thursday about noon. Everyone's gone by about Thursday 10-11 o'clock or 12 o'clock. So, it's a good time. It's a chance to get out, get away from the city. See some different people. You'll hear some of the topics that are generally pretty advanced topics. You know the API is the other thing. There's some pretty talented people that show up to that. I'll be taking myself and five RCC people to the event. But I wanted to let you know that they are selling through these allotments here. And so, if it's you and your wife and you don't want to have a very public kind of thing then you probably want either a small cabin. So, you look at the small cabin. It's two beds in one room and then some if you zoom down here a little bit two beds in one room. And then like some bunk beds for other people. So, you could put what one, two, three, four what eight, nine, ten, ten people in there about or you could just rent the whole thing for yourself. And just keep the two rooms and turn this into a beer and party area. I'm sure that's what some of the US would do and then of course there's the hotel room which is just two double beds kind of like a normal hotel room. But they're sold through quite a few of those already; they're down to probably 20 or so left.
So, if you want to do that, go do it now. That is your warning. I will be there. This is October 25th around that time frame. So 20, 24, 25th, 26, 27, there is the slack of this guy over here. Welcome to Michael.Michael this is Michael, this is the chief engineer like when you're on the start on the starship lot Starting Point light and you call down the engine room and say hey the engines are gone baby right. You call down. This is the chief engineer over there. Say Michael. How are you? I'm doing great. How are you doing today? I am fine. Michael finished Starting Point and went on vacation for like 10 days. And was really worried how it would go. But I think the feedback's been positive. We had a lot of bugs submitted. A couple of you decided that you were smarter than everyone else on the planet. You know who you are. And they told me they gave me enough stuff that in order for me to fix all their ideas would be about forty thousand dollars in work. But they're happy for me to spend my forty thousand dollars not their forty thousand dollars. So, I said well if you'd like to send me a stack of cash then all your customizations can be accomplished. But it's one of those people that I think people have more ideas than money right or more brilliant than money. So, I'm not picking on the people who did that. You know who you are but we had a lot of people with good ideas. Like for example, if you shoot an email out of contacts it should log that email into the activity notes not doing that we'll fix that, make that. So, you have a bunch of bugs that we're working on. So, all right. So, Christian Tony Stark is what we call Michael's new name. We call it. We do call him Tony Stark. He got that GQ kind of look going to him to be very honest with all of you real quick.
If you want to get help with the new FM Starting Point and you don't have a coach, FileMaker coach Michael is available here. And he's pretty inexpensive. So, if you want a one-on-one coach that's going to help you learn about the FileMaker platform and or you want to hire the actual guy who built the new Starting Point. That's this guy right here now Nick Hunter as you all know built the version of Starting Point. I mean I don't know if we even talk about that on the website. Let me go to the website real quick. Let me go to FM. I have a button for this FM Starting Point there. It is to push that button. And so, this is the current Starting Point website. The current version that Michael has created for the US is what we're calling the version for the current calendar year 2022. We have the lite version first. The live version is the US English version that has some simplifications in it for training. It's the easiest thing for you to learn from this. We're going to bug fix it, finalize it then we're going to create the versions that are the standard versions. Which have a little more performance enhancements to them. Once again, you'll never see the performance issues unless you have 30, or 40, 50, simultaneous people beating on the file. And the file is up in the cloud on a cloud server. Somewhere that's where there are some performance things that you want to think about. You could adjust and fix them in the light or you could start over here with this one with the full version. So, coming up. If I go to versions right here we have Starting Point light that's the one we have right now. We have standards and then we have enhanced them. And keep in mind that the standard one and enhanced will have these variants here. I mentioned this in other videos but there's four flavors of English you would think.
English is one language. It's kind of not really you know there's currency date issues in each country. So, you got currency date and time issues and address issues that vary from these four. I would call geographical locations, the Canadians. Unfortunately, if you're in Canada , Canadians have their own problems. Different from the American problems that we have. Different from the Australian problems that the Australians have. But the Canadians used a hybrid of the Australian slash US one. I'm not going to create a Canadian version of Starting Point for you. But I've got calls from other CEO’s at other FileMaker consultancies saying hey can we steal this design. I said . You can steal it all you want just make sure you give the US a little credit. Somewhere for that. It is free. You can take it. You can't resell Starting Point by itself. If you want to tear it into a vertical market application you can change the name. Call it you know roof commander or you know you know if you're Moki or David learning. David learning I'm pretty sure it's David Angel he's my problem. He probably runs a strip club wherever he's at and he would probably use Starting Point to do that. I know that the strip clubs in Nevada used FileMaker to run their businesses at one point. That was a big lucrative business about 10, 15 years ago that I couldn't get in on but it sounded like a lot of fun at the time. But David Angel if that's your business you could take Starting Point customize it call it you know strip strip stripper. You know FM stripper point or something or whatever stripping point. And then you could resell that as long as you'd made a lot of modifications to it. Along the way you added performers and schedules and some other stuff like that.
So, anyway Michael, why don't you show your screen and walk us through the current Starting Point and kind of what you have cooking on that. So, this is the new Starting Point. When you open it up I think it was playing the video he. Did it quit playing or what happened oh it already played through the video. We're supposed to auto play whatever that's fine. So, some of you suggested that I have you talk to you in your sleep so like Ed Brickles like hey Ed. How's it going? This is Starting Point. Oh my god.So, the idea is that you can if you go into the video here a little bit. What we do is we display some possible dashboards that you could come up with. This is an area that's really customizable to show you the information that's important to your organization. We kind of dmy this up with other solutions etc but that's kind of what this is for. So, this has if you don't, it doesn't matter. But you can grab it and move it back here. Can you do that at all? Is it even gonna? No it doesn't let me. It doesn't let me do that all right, well that's a bug all right. So, the idea is that if you go into here this is gonna look very much like Nick's version of Starting Point 22. Next is I can tell you we had a design meeting with six people and it took six people to wrestle with this design to come up with something that wasn't going to drive us insane with complexity. So, we went way out of our way to simplify this. So, it would be understandable as kind of semi-normal. Hans, right? So, yep yep yep so cool. So, along the way if you folks have questions please let us know. But this visually looks like Nick's solution. But this is understandable by mere Hans and I'm not picking on Nick. Nick's objective is to provide advanced training and our job with this version of Starting Point was to have it look nice. But also you know don't make it so complicated that only Nick can work on it right. You guys, you folks had a lot of questions about stuff that's fine. So, structurally you want to walk us this basically because we basically focused on this stuff. You want to walk us through. What we did, what did you do? I mean you did a lot of surgery on this thing right. Sure a lot of the surgery that I did was mostly moving things around.
We felt that some of the information was spread across too many different areas. For instance the communication addresses were spread out through an accordion and we decided we wanted to make that a little bit more cohesive. A little bit easier to understand. And just a little less confusing for someone who's never done an accordion before. And so, we just made these very standard tabs here and this is another tab nested inside of that tab. So, in that area that's mostly what we did here just kind of consolidation and just making a little more simple okay. So, what do we do in terms of the accordion? Do we still have the accordion views here? Did we get rid of those? What we did, guardians are gone. And so, when we got rid of those because it's just a little bit confusing for someone who's very new to FileMaker, Starting Point is used both as a CRM for big businesses. But we also use it for training. And if you're just getting to know FileMaker, it's just a little bit too confusing having you know hidden hidden slides and go to this slide and go to that slide. Most of the people here would probably be able to understand it. But for the light version we wanted to make things as simple as possible yep yep yep and that's also why we're using this one for the beginning. Beginner stuff next starting Monday. So, once again I apologize for all of you who really like that conversation. That's really advanced. It'll be a slight break for you in between. During that time there's probably a couple conversations that will happen that we'll have to interrupt because we might have claris on as a guest to talk about what they're working on et cetera et cetera. But at the current time they're not on the schedule. So, the idea was for us to be able to explain this and to understand this by people once you pop here at the layout so why don't we talk about big big picture items. so we have mouse layouts if you're looking for what are their touch layouts that the other ones that we would have had before we had touch layouts.
And we had mobile layouts. So, those aren't in here because this is the light version and we're trying to keep it simplified. These screens here should render out fine on an iPad. We haven't tested them per se on WebDirect but the idea is that I think this is the light training version we're going to get the bugs fixed in here. Then we'll go back to the next one and look at it. You know how hard it is for us to support WebDirect etc things like that. Because WebDirect has a lot of limitations. There's people who love it, people who hate it. I just hate the fact that you have to have a bunch of special rules and regulations. You start with Nick and training you understand how that works right. So, there's a lot of you know a lot of things you can get away with in Pro that you can't get away with in WebDirect. Because it's a little more regimented would be the words. So, we have an account section. We organize them by numbers. If you want to click on that we can just take a look at that section loosely. So, and then if we have some older woods here we're going to probably do a little cleanup along the way. Figure out what we're doing. If we're going to keep stuff or get rid of it. So, we got accounts, we have access accounts, which accounts for our organizations. These are not necessarily businesses but they are decidedly some sort of grouping of a business or educational institution, non-profit but not people people are contacted over here. These are typically customers, they could be vendors, they could be whatever you want to track but they are fundamentally people you have assets here. Which is like you know basic asset capability. We have this basic calendaring system that is unchanged right that's full full calendar. It's not our system. It's an open source system. I'll probably have to check with Calvin to see if we've updated all the calendars.
Then docents is a basic docent storage I don't even remember using that too often, not a high traffic area.But we have estimated expenses. Estimates and invoices are very similar; invoices have a little bit more financials in them. Notes, products, projects, tasks, and maintenance is just like developer layouts. We call it maintenance but it's developer-based layouts. You can call it whatever you want. Notice how we number the things together. So, it helps us find. So, if someone has a problem I say what layout you're on. A lot of people as you are as a lot of you very well know when they say oh what let me make myself a little smaller here. What they go, what layout and then they're like I'm on a layout called print label. I've actually been in customer solutions before. They had four print label layouts FileMaker internally had a hidden ID on them. Knew the difference but as a Han I could not tell the difference. So, we always put numbers on them. That way we can identify you're on layout 501 or layout 301 or 21 or 8 or something whatever they are. So, that is the structure of this right now. And then the standard version of this will have this and then we will replicate these and make them work for touch devices. Which basically means web. Well, tablets basically they're tablet-sized devices with either Go or WebDirect or with WebDirect we test it on an android device. What we try to do typically I use in fact I should have one. I have my chromebook. We test on chromebook. This may be off in the weeds but I noticed that sending email contacts is an insert from URL. So, do you have anything on the email? If you go to contacts over here and send email we want to take a look at that script real quick. Because if you say wherever the email, email's right here. So, we went to the email here and then we got these up here okay all right. So, let's take a look to send it you have to click up there. That was another feature request that we were looking at today. Over pulling it down and putting it back down there cause that's I mean that's really.
Well, we're trying to minimize the clicks and if you go to the email screen you know you're gonna have to click it. Then why bury it right. Why bury it's like a cat bearing turds in the lem in the litter box, why bury it? So, you have to dig it out. So, that'll have to get moved. So, this is where we are in the script debugger is that what we're doing we're gonna step through. We can step through surely okay. So, where are we? You look at the script but go to brown back to browse mode. And then you're going to have an update in there to send it okay. We just put mine in okay. Put some stuff in test and okay and then send. So, it should be doing the basics. Hey, you know move that on oh sorry. I'm zoomed in over here. Sorry we got to see this. So, if you want to step through it my suggestion would be to move this over here. And move this over here. So, flip your windows left and right. There we go. So, then we can see the important stuff is on the left and we can slide. If we need to okay so what are we doing. So, you're doing some substitutions here. You want to step through those. We do substitutions on merge fields and then there is the send. Well, the send email command is right there okay. So, that sends out an email that way okay. There it is right there pops it open. Send it to myself, sure okay. So, Christian's talking about sending email in context as an insert from a URL. I don't think it's a different feature. If you go to preferences. This is an important point here. So, I get myself out of the way here. I don't need to be here. Christian's trying to guide me real quick to show me where. Oh it's this, it's this email we're looking at the wrong one okay. Well and that brings up a good point. What is this email? How is this one different from this one right here?
This email just pops up the actual email client here without having any of the other features like substitutions. So, this is like email templates over here right. So okay. So, that's like a quickie email and this is like a more for email where you have different situations. We use the same tech at RCC. So, when you hit tech support my engineers have an arsenal of several hundred canned emails. In fact we have so many that we frequently lose track of them. They go out of date because it'll say. This is a bug in FileMaker 17 and it's still there. You know, five years later. So, it's that way. I don't. Unless it's broken I would leave it would be my general implication are you. So, this is the script parameters that Christian was referring to here. So, he passes those anytime you're doing a script parameter like that. You'd have to see if that's necessary. But one of the things we're always doing is evaluating whether something is too complicated for the solution. This little item right here. May have slid through. So, I agreed because I don't want to have to explain to people what a list function is for a brand new conversation. We're having for people so that's a good one, that is a good one. I'm making a note of that. Please make a note of that one. We're going to want to simplify that one a little bit. But the goal is that some of you have really good feedback for us on things like this. If something is confusing. You have questions about it? Please let me know about that. Because the only way to make it better is if the send button should be easier to find. So, we're going to fix that one too. It's on the email form up there. If you hit the email form go and hit that email form again. That it's buried. That is not okay, not remotely acceptable. See Nick did this and I love Nick. But Nick is showing off. How to make it beautiful.
This is truly beautiful. This is not functional because these are high. That is by far when you come to screen. That will be almost always either. If you're going to send an email you're going to press that button which means it should be down here. These right here are all in here as substitutions. They actually might be more useful is putting up here up in this putting the substitutions up here. Because they're less likely to be used or they're like. If you have a canned email like these are the canned emails over here right. You click on one of these. It loads the canned email in here. And then this one right here is already from the first name. Which is right here. So, if it's already built you wouldn't need it. You'd select it over here. Then you'd want to send it. So, my suggestion once again is kind of like you're watching the sausage making live on TV. Which I guess is kind of a I guess. This is what you call a usability review right. That's kind of what we're doing. But if you have suggestions please I'm Margaret. I'll let you chase Canberra's off topic question. I don't know where his file is from yesterday okay. Yep, you can chase that. So, popping this up here high traffic items should be on screen lower traffic items can be buried. So, why don't we flip those things? Okay. The contents of them because it is beautiful. The point is Nick does that. But here's the thing. Nick doesn't actually use this. And that's the rub you run into with something like Starting Point. We actually use this like I took a copy of the old Starting Point. And I will slide over here real quick. See? If I can pop this up. So, this is a CRM I took a copy of Starting Point light 2020 and this is a tax shelter, my tax, my tax deduction for the helicopter right that way. I can do the training work on alternate career number one in my part-time job.
If I want and meanwhile I have a solution. So, we customize the colors but I use my own dog food. And by using this right then. And then, so, but I haven't obviously used this too much. Oh see right here. It's right there. You see that. So, they send email. If you go to the email capability the buttons are persistent at the top. But they're persistent. They're not buried right and then the merge fields are over here. So, you could have a can email and stick it in over here. Say you wanted another merch field. So, by using, by eating your own dog food you start to have a pretty good appreciation for where things are broken. And you've got to use them. But that's the problem. You need to use your products, you need to build and play with them. So, you have an understanding of what the hell the sticky problems are like I ran into a bug today. Once again, like Scott Kane, use your own tool. Play with your own tool, use it and figure out what the issues are. I ran into a problem today where I logged into this new Claris amazing cloud stuff and my error message was an unknown security error or a security problem occurred. Literally it says that it's like an eighth grader wrote the error message. I logged in on the computer and it said there was a security error. Our security problem has occurred you're not allowed to log in. And that was Claris' way of saying that the two-factor authentication failed and I should check with my email account to verify. I have access anywhere else on the planet. You do two-factor authentication and it says go check your email. Go check your phone, go check something right with Claris. It didn't say that you know what that tells me is that the people who wrote that error message are not using the damn product because if they use the product they would pull their hair out screaming right.
So, it's so important that you've got to eat your own dog food. You need to know if the dog food you've created is or not is it and if it will fix it if it's not then sell the hell out of it to everyone right, Michael? Absolutely. A lot of people use Starting Point all over the place. I mean I used it on the helicopter thing just to have it but I've used it when I was doing training security training memberships. And things I did some other stuff. I've had four or five little businesses over the years that made a couple bucks on the side or they lost a lot of money on this side. Like the helicopter thing but the point is that you have to kind of organize it and that helps you be in business right. And so, anytime I have a chance to start a new copy Starting Point I'm thrilled because then you find it like this. The other thing is that when you send the mail it should log it right. So, if we go back to details it should put it into the notes which is up here right. So, now yes and this was another one where we were trying to come up with a way because you're like well this is redundant with this. With this over here. We went around. We had like five or six eight meetings on this. But if you click on any of these other things suddenly that goes away right. So, it's redundant only in so much as you're on notes you know. And if you don't like the fact that it comes to notes first you can change this can you show people how you change this very basic kind of a conversation. That'll probably come up next week at some point. So, basically what you do is you just come over here. This is nested in a tab control up here. And so, what you do is you just click on this and then you could slide whichever one you wanted up here.
This is a little bit of a hack. That's the one affectation hack that we had, that's really. So, I couldn't. Can you comment out the you know you could put a comment over here right. Can't you put a cup when you like cause you can the name could be in a calculation right. Oh sure sure. So, if you put a comment and which one is this note okay go ahead and hit okay. And then hit oh you have to rename. There you go. Why don't we do that? That'll be super helpful. So, they can see what we're doing here. That's another good one right. So, sorry about that. But part of this is we're eating dog food on live tv in real time so because it was hard to create Claris has not updated the controls up here in like more than a decade. Like that's ten years and dog years is like what 10 years old. That's like 40 or 50 years right in han terms that's how long this has been since they've updated this. So, the tab control. This is why it's a weird affectation that we have a hack that we have in it. We're gonna have to spend some time talking about that. And how to actually just replace it. If you don't like it just make it simpler right. So, because the issue was that the little icon is what the problem was it was the icon above or what was the mechanical. We didn't want it to be slide controls right. We wanted to be real tabs. We wanted to be real tabs so we took out the slide controls and made them tabs.
And then we added these buttons that typically once you unlock these you can move them around typically so you can just move that word. They're all grouped together okay. Do you want me to actually move one? No. That's fine. I just, I just, it's the one hack and I in a million years. I'd prefer not to have it but the backside of this was so ugly in terms of visual representation. No way to make it visually appealing and modern without something that we might want to do. Though my bill takes this thing. Once it's done take it and replicate it over here and strip out the make it as boring and as db and as simple as possible on the side for. And just leave it in there on the side as a training tool. Right, Michael? Live code review right. So, but I mean this is all part of what goes into it like I had a customer. I'm not going to name names or anything like that but I had a very well-known company. Very well known company is definitely a fortune. 100 companies if not not probably 100 and they wanted kind of an estimate on how much a project would be. And they had not even written a loose outline of how they wanted to have built. And I'm like well, you know I'm happy to provide an estimate for budgetary processes. But you know you have to have some sort of loose outline of the stuff you want to have built. And so, having meetings going through wireframe screenshots that's how all this stuff started.
And now we're kind of down to the point we actually see it in concrete and you get to make adjustments in flight. But this will be. This is frankly because of the shared moments and the amount of money I've stuffed into this. I'm into this for about forty thousand dollars on this update and then we're gonna have to do the standard one after that. And that'll be more money but quite a bit of money for an update. And if we turn it loose for free it essentially becomes a definitive standard in the FileMaker community for a CRM. So, we want to make it right. We want to make it right. I know I mean the hardest thing to do was to deal with taking away the next step because some of it was just beautiful. The goal was to come up with something that didn't make you feel like you're on the moon right at the same time. You know it's teachable right. This is the one thing that's not. So, once again if we want to make it once this is done and you fix whatever bugs you have over here we just replicate and make frankly a simpler one. That they can just drag and drop off there. That would be probably really good Michael. Questions from other people Peter there, Mike's there, Lynn Kyle I mean a lot of this is not necessarily within. You have an interest in it. But if you have questions or comments, we can bring Jacob tomorrow.
Talk about this stuff I guess in terms of server stuff Christian says challenge for us you know. We should just call Christian. Mark can you call Christian that's about to say what he speaks. He's talking so much. Why don't we just like to dial him right? I've added him okay we won't turn on your camera. Christian frequently does FileMaker development butt naked. We've had that problem with him before so no camera for Christian. Christian are you there? But I got a mute discord or I'm going to go crazy all right. Why don't you handle that? Alright. Margaret's on the job. Margaret's good you know the thing with Margaret. The more she learns, the better she gets. and she's learning more about FileMaker. And she's helping me write essentially this outline for this coming month. Which is basically the essential beginnings of a revised curriculum for the FileMaker platform. There is no curriculum for FileMaker right. Now the only curriculum that exists is what RCC hat is creating. And the training we're creating. So, Rick, any chance you can put the contact picker on this version? Can you change the contact picker on this version? What am I spacing on he's talking about. Alright. There we go. That's for Rick contact picker contact picker contact picker contact picker. The one I'm thinking of is this guy right. So, when you add a new contact it makes the contact and it takes you to the data entry layout. I think what he's asking for is how Nick has the card window that pops up and you can choose a contact from the card window okay.
So, we're in contact. These are related, these are contacts from the same account that what these are is that is that backups. Yes. So, if I were to go back to a contact let's put this new contact in and put it just put. There we go Michael. Michael and go back to accounts. Now I've got oh I should have had Michael here was that the right one? Why don't you go back to your record real quick. So, that was you. So, then Robin is part of that. So, then if you go to contact, going back to contacts should still be on your record. You're on this. So, Michael is part of this company. And these are the people that are if you click on this click on that we probably should put a sentence in here. Click on that contact that you should put a sentence right here at the top Michael. It says that our part. So, it's not clear what this is but contacts that are part of that are with this company. And this whatever the account number is for that. Okay. That makes sense okay. That way explains how these people showed up. That makes sense because when we attach someone else attach Christian Olsen to this. It should add it through the account okay. So, okay. So, you go there. So, I put him on a duck duck there. But then you can go back to Michael by pressing the go to radiator record button there okay. So, that's kind of how that's working. So, if you could put a sentence in there that explains where these are from okay. That would be it's clearly we're on because these contacts aren't.
There's no joint table to connect the contacts to contacts. They're connected through the account, correct? Yes. So, this is the parent record. The account is the child record. These grandchildren right here should go to layout mode. Take a look at the we should be able to read it right off the name of the relationship. It should be obvious okay. Layout mode. Now you've got some funkiness here. So, t05 hotel you want to go to to5 hotel.Let's take a look at to5. So, we're using anchor Bowie here. For those of you wondering about this you can leave that up. You don't have to get rid of that command shift D relationships. We'll zoom in a little bit to bring up to5 to5 delta okay. You're gonna just for now move it out of the way so we can find the box and then double click the box. This is for notes. Did you say hotel? Oh, so oh you went to layout mode to jump the wrong one yes. So, it's the account and the cartesian oh and it's okay. So, this shows you everyone that's in okay backup so okay. Can you cancel this? I'm a very simple person. Cancel that. We're on the wrong one. Go back over here. Look at the correct thing to get a layout mode and just leave it in layout mode. You don't have to go back to browse mode. We got to label those. That's painful. Wrong one.That one. This is why we have to create an alternate one for training for this okay.
It's really important alright. So, what's this this is t it is t05 hotel okay. I'm really confused by this. So, go back to field command shift D go to field definitions. Christian, you're there? What am I looking at here to5 D. So, what is that relationship there? Double click so it's matching on the account match of the account and what is this? What is that table? Is it contacts right? There is that. That is it looks like you're looking at all the contacts from the same account and excluding the current person right. Go ahead, go ahead and cancel for a second. So, this one is this double click that box right there for me just double click that context. So, it is contact. So, it is labeled correctly just because it says it doesn't mean I necessarily trust it. Which I'm trying to do so that's showing you the people in the same company not including yourself. Which is a good one right. So, I think that's why we need to make the simplified version of this. So, we can have that conversation with people. It depends on their level of sophistication. Kyle says I'm starting to miss anchor bowie. My new employer uses a selector connector. We got a call from another huge company and they are doing a system built by I think seed code or Todd Geist or someone and they use an electric connector. And the performance goes to performance on anchor Bowie has been measured to be generally much faster than selector connector under a lot of conditions, under the worst case scenario for anchor Bowie. It will be the same speed as the selector connector but most of the time it's faster. So, I don't know. It happens when you have a bunch of high IQ people in the same room. Smart. And they try to outsmart themselves and you end up with something like a selector connector. So, it's a different way of organizing this up here that is easy to explain to people. It also suspiciously enough has the highest level of performance and that was not my opinion.
That was established by Hanza from 2 4u. Hans is one of the people that does some really neat stuff. We have them on the show periodically. In fact, Margaret, we need to get him back on the show again and he does performance testing and he did a really great job of testing out FileMaker. The various relational design capabilities and so it's actually scheduled for June 30th. So, that's way out but yes okay media soundbox I found somewhere. You can make major mods. I don't know if beginners would be overwhelmed by something far too complex. So, the one area. That's the one area that we left in here. That's a little on the complex side is this one tab thing over here. We're gonna make a simplified version of that before Monday. That's important, that's just that one, just that one's just too much. So, we don't want to get rid of it. We just want to give him an alternative on the side right. Is that okay? Absolutely cool alright. Rick Foster. Missing panel,is missing titles report calls difficult. I don't want support calls for this from accounts. Add new contacts Rick Foster said from accounts add new contacts. I'm assuming we can do that if you want to escape out of this and kind of get back to where we're at here.
If you go to accounts, their ability to add a new contact here should have been right. It's right there. So, I don't know what media sandbox or who's talking about whatever Rick says. So, related contacts. So, anyway so the problem is once again the youtube's about a 90-second delay plus I'm talking. And I see the stuff on discord a little bit of delay. Christian Olsen conversation. I'm here. I don't necessarily see a conversation. Any questions at the moment? I was going to chime in too that we definitely appreciate people giving us feedback on Starting Point. But I know that one of the challenges for us is you know everyone's got an opinion and I think you know every other day we have someone tell us why modules should be named differently or it should work that way. That works best for them whereas we're really just trying to make something that's flexible. Enough for more quoting us everyone right. There quotes and with your fingers everyone. That's kind of the goal. And so, once again we've had someone comment that all these names are incorrect and all these font sizes are incorrect. And literally the person's suggestions would basically be a total rebuild. He doesn't probably understand it being a total rebuild. But as a guy who has to write a check and pay for this I can assure you it's just about a total rebuild at this point. So, the ship on this is largely sold. We're just trying to finish painting the details on the ship. But really I can drop this in the water. And it's mostly done. There's a big bunch of you submitted.
But, in fact, let's go to the bug list real quick. Just for fun. Then we'll just go back to invoices. But if you want to show the bug list what we're working on. So, we have a bunch of bugs here. We got feature requests. We got bugs. So, Mark Johnson had a bunch of good ones. Rob, had a good one. Yep, thank you for spelling errors on that.Thank you. If we see a bunch of them. John Pollard had a handful of bug fixes and then a whole bunch of suggestions about how to rename everything etc. Christian Schmidt had a couple that he found problems with. So, we are tracking these here. So, how do they submit a bug? If this, if they want or they're using this so the short versus we're gonna have an x2 by Monday. This coming Monday when we start the CRM training. There'll be an x2 of this. And we will have a list of all the bugs that were squished but largely. If you gave us a bug and not a shall we say feature. Request them. Then it's going to be taken care of before Monday. In terms of the feature request the only feature request really likes in terms of major major is little things like moving things around because it doesn't make sense. This is kind of it'd be a big deal but since I'm the guy writing the check I can make a big request to have two versions of this. A simplified one and simplified one we're gonna lose something here. This won't. It won't be as good as this if I could just do one thing too that I think we appreciate is sure you could tell us. You wish it did different things and like Richard said you know some features we're gonna listen to others. It's like well we could build it for you but if you find something to be confusing I think that's actually really helpful feedback.
We may or may not act on it but like the email module example that we were looking at earlier where the send button is hidden. If you find yourself struggling to find something that could be really useful feedback for us that's super useful. If you're confused and you don't understand, for example if you're on this screen and I am this one here and you say email here and you have email here right. You can go to contacts. For me you got two emails like what are we doing. And why are these different rights? And you know and that's a good point that maybe we should somehow I would just say quick email down there on that one. Just so I don't leave it and forget about it. But if you go to contacts I would just call a quick email down there. If you're on the menu oh over here on the details of the menu because you have two emails. They don't make sense. That one's a quick email. The other one's email I would say form put a second word below it or next to it or something you can just call that the quickie. Now the bottom one's a quickie and then the top one is something is the other Kyle. Sorry Rick. Says I can't explain properly. Rick, thank you. I understand things are expensive. I can try to build it by watching Nathan's Dick picker layout.
So, here's the deal with this thing. This should not fit anyone's exact needs perfectly. I've had a couple people say hey we used it just as it was we put it on the server. It worked great okay. I get that. I understand that might be a thing you can do. But I was just trying to move the window to the right a little bit Michael to get away. If you look at discord where my face is at but the idea is that this I want. In an ideal world I could get you 90% of the way there. And you take the last 10 and get you over the line to get it done.That's the goal for me. Once again, we're going to simplify this stupid thing here which is unacceptable. But outside of that I really really really really my goal is to not. It's not and I say this flippantly. It's not FM completely done. My goal is to just get you there. And frankly save you a ton of work. And so, all you have to do is really kind of remove the pieces up here. You don't need to go to layout mode, hit the delete key or take the pieces. You don't need to move them off to the right side of the screen. So, they don't show up. There's really not a performance hit for that. They kind of lighten the load a little bit. Remove the items in here that you don't need. Once again, the goal is to get you most of the way there. If you find some other technique that's just this, the most amazing thing like Calvin has that menu popper thing from the left. You hit the button and the menu kind of comes and it flies out right. And then it's you know down this way right. You get this whole popper menu thing which is amazing right. But that's not in here.
There's always going to be stuff you want to add. So, as FileMaker the idea is that you can't add it. My goal is to educate you as best we can on that. And then just the capitalistic part of me is if you don't want to learn it but you want it done then go hire Michael at half off the normal going hourly rate. And have him help you build it for him okay. If you have absolutely no budget, no money, and you don't want to learn, you've got a problem. You've got a problem. You're gonna have to marry someone who's got a lot of money and then use their money to get what you want, right? Kyle was just expressing at his new job. They do a mixture of data separation and selector connector and he finds it's so much difficult. More difficult than what it was using anchor Bowie. So, there was just some chatter on that. I mean the separation model is a conversation that really comes from the people who are in the community. Who came from big iron big hardware like oracle backgrounds sy-based backgrounds. Things like that. And for them the data is in one file and the structure of your data system is in another file. At least another file. So, having them separated in some way makes them feel like they're playing with big big tech. So, that's an interesting conversation with Reuben's, an oracle guy right? Was. Are you still doing oracle, Reuben? Are you done with oracle or you kind of transitioned out of that or you still play with that a little bit totally done? Well it's a powerhouse right. But I mean it's a different world than where the FileMaker Claris platform lives, right? So, that kind of thing. So cool cool cool alright. Well, I don't have too much more at the moment we might be. Well, we're actually two o'clock. So, tomorrow I'm going to bring my server guy. So, we have the ability to handle some server questions tomorrow. If any of you are playing with this. Have questions. We are going to keep banging away at the bug list.
And so, this will be x2 by Monday if not sooner. And then that'll be pretty close too. I don't want to say final. It'll probably be x5 before it's final. But a lot of the low-hanging bugs that we have are going to get squished and we'll put this simplified design over here. This one, once again, is once again we're kind of compensating for lack of interface modernization by Claris, right? I think someday Claris will go back and modernize Pro because they're talking about maybe trying to replace Pro with a web version in like five plus years. I can tell you at the rate they're going it'll be closer if they keep on the same rate that they're going it'll be 15 or 20 years. They're gonna have to accelerate their curve in terms of how they implement FileMaker. Kind of in a web browser. Kind of application. But I think in the near term for the next say at least five years if you're doing any heavy lifting at all with FileMaker. Which is everything we're doing here. You're going to be in Pro whatever they call that. It'll be Pro and then but the idea is that eventually there'll be a web browser variant and that's what they're putting all their time and money into. But some of these tools, the tab controls and slide controls and the button bar, they're like not 80 a way of being really awesome and they're great at the time.
But they've never been that last little tweak thing. So, you can't build what you see right here. Very easily because it's not been modernized. So, that's they're gonna have to work on that backups are fast differential backups. David Angel, just so you know in rubin there's some backup changes coming in 19. 5 slash that's never mind. I'm just going to say 19. 5 for the moment and we're trying to see if we trust it or not. We're just a reminder when 195 comes out I am not going to be an early adopter at least of the server version of that. Because it's got backup changes that are potentially very dangerous. Rick Hallman asked me. Are they dangerous because you found bugs in them or dangerous because we're touching things? That is super critical and it's not because we found bugs it's because if you guys have a bug you're going to melt some company's databases right. So, we want to make sure it gets flushed out and all the as many people who have you know don't care about their backups. You know air it out first in advance because there's a lot of a lot of good stuff in 1905. Whenever that comes out I've lost sight of when 19.5 even comes out. It was supposed to be out originally in April. Rick, fathom says thank you for your assistance. I appreciate scheduled time with Alex next week. Great. I really appreciate it. It gave me gaming access. I expect gaming access and some of you to be here next week is very very very beginning basic. Josh Ormond is going to want to hang himself from the rafter. If he has to come to the basic training next week. So, don't bother with that Josh. We're going to be pivoting towards very very basic training starting Monday.
Let's take a look at the live schedule real quick as once again a reminder tomorrow will be a little bit more of this stuff. We're going to bring in Jacob Taylor on some server component stuff. Thursday. Klaus Levent taking your own medicine. I'm not entirely sure what this is. But he's a good guy and he's smart. So, he will be here on Thursday. And then, there's a bunch of email Shenanigans things going on with gmail. If I will just give you a big warning to everyone, super, super important. If you have a free gmail email account and you send emails out of that free gmail, email account that is going to break on May 30th into this month. And so, I had an all hands company meeting this morning. And we banged around about two or three different alternatives. And I think we've come up with probably the easiest way forward to get that resort resolved and fixed and it gets back this oauth kind of idea. But maybe you don't have to use oauth. It just depends. So, that's that and the next week we start day one through day 20 whatever of the basics of FileMaker 101 plus the idea of taking a CRM and customizing it. So, don't build from scratch. Take something that's already built. That's totally free and gets you 90% of the way there. Cool. Very very very cool. And just out of curiosity, if anyone out there was like man Michael seems like a really sharp engineer. He built the FMSP. Is there any way I could hire Michael? How could people reach out and see if you were still taking clients because that could end soon. All you have to do is reach out to support RCConsulting. com and I'd be happy to take it. He's one of our coaches and he's got, a he does this half off coaching work which is kind of neat. He's kind of newer on the team. He's been doing FileMaker for a couple to three years. Michael, can you quit showing your scra. Show us your Tony Stark view real quick. Well, he was there. There's, there, there, he is right there. There's a mystery Tony Stark and there's Christian the wolf pack doing the very wolf sea thing. So, very good. Trust me I'm an engineer you know I think they used a real 500 to shoot that shot.
By the way I have, I don't. I'm working on getting time for that just for those of you who put random up. And then you're like what the hell right. But if you go to discord right here that's a 500 c model, Charlie model. And I think they actually stuck one upside down. It might have been timed out or screwed up but that's actually it's spinning around. It's not a fake. And I'm like, wow! You took a million dollar helicopter. Did that? So, anyway I want to get some time in there. I feel a little let down that you didn't do Ricks like that when you flew me. No. Because that helicopter will loop and roll this one. Here mine won't mind, just likes to stay upright. So, anyway. Alright, cool. Well, that's it for today everyone.
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