Learn how to design a FileMaker CRM that is easy to use and efficiently captures and presents all the required data to streamline workflows.
In our previous blog posts, we reviewed the following:
What a CRM is The requirements for a basic CRM
How to create an entity relationship diagram (ERD) for that CRM
How to create a CRM database in FileMaker
In this final post, we will review how to design a FileMaker CRM to finish up the system.
So, after creating the tables, fields, and relationships, the only thing left is to design the user interface (UI).
Again, aiming for the most straightforward route here, our first inclination is to create a master-detail layout for each module – Contacts, Companies, and Interactions.
But as we think about it, interactions are always related to a contact record; therefore, those details will live within the Contacts screen.