iDeal CRM also is included in TheMacBundles’ innovative new BYOB (Build Your Own Bundle) stores.

TheMacBundles:  No Games, No Hype, No Middlemen…Just GREAT Software at a GREAT Price™

• Email import button on the “Outgoing email” layout
• 2 new languages: Dutch and Spanish
• revised German language
• Language chooser on the first setup screen
• Address format editor for the envelopes and labels
• Paper size chooser at the user setup (different paper size for every users)
• New calendar functions: now you can view the completed tasks and the history records among the active tasks in the calendar
• New task function: now you can automatically generate History records from completed tasks
• Enhanced cost history registration: now you can record the purchaser company on the form
• Enhanced “Mass changes” function: now you can delete large found sets
• Enhanced attachment display: now you can see the file name below its icon
• New dedicated Tax number field on the company/individual layout
• Enhanced History record display on the project and individual datasheet layouts
• Enhanced Message display on the Main pane
• Enhanced “Required data” setting: new settings for cost history records
• Enhanced “Datasheets” list: now it display the cell phone number for the individuals as well
• Enhanced project invoicing function: now you can choose customer from the attached clients
• Enhanced “Print labels” function on the “Campaigns” pane
• Enhanced support for Outlook for Mac: now you can use the import email and its attachments directly from Outlook

Invoicing
• “Proforma” invoice function (it’s a very popular function in Europe, I don’t know if it is in use in the US)
• New function: 1-click invoice creation from proforma
• New function: invoice tag

Reports
• new report: proforma invoices
• New reports: Stock inventory, stock movement
• redesigned “Cost report” layout

… and numerous other bug fixes :)

And the best news for last: this upgrade will be free for every existing users. So, stay tuned…

Thanks to Marco, we got the Dutch translation in January. It will be included in the 6.1 version (we will call it as “iDeal CRM 2011″).

So, dear Italian visitors, if you have some free time and want to help us to translate the software to Italian (for some free licences), please email me at info@crm.fm or leave a comment here with your email address.

ps. here you can find more information about the translation process.

Thank you for purchasing iDeal CRM, this software allows you to getting your company’s data centralized and organized. You will be receive your registration data within a day.

If you have any questions about iDeal CRM please contact our support at info@crm.fm

Thank you,
Istvan Kalmanhazi
General Mgr
Idealisator Hungary LTD

We tried to explain in this new icon design the main purpose of the application: store every business data in one place. Therefore the main idea was a folder or a filling cabinet which represent a business like storage method. We also wanted to appear the “CRM” text on the icon. These were the first few sketches:

They are uninspired enough, aren’t they? So we start it over…

Two days later we figured out a nice yellow folder design and we stuffed it with some business tools and accessories: calendar, envelope, contract, clock – it looked amazing in 512×512 pixels.

But we thought the smaller sizes will be too chaotic unless we don’t make different icon versions for the smaller sizes. So we did :)

We updated the downloadable trial files, so now you can see the new icons after install.

Until then, here are few improvements in short:

• totally redesigned user interface
• larger fonts
• redesigned main page
• new, easy to use calendar
• much more configurable and usable reports
• new product name: iDeal CRM

If you are curious about it click here and download the Windows version. There is no user manual and quick start guide yet, only the bare bone installer – so you need to use your imagination to figure out how it is working ;)

… and the best part for the last: the upgrade will be free for every CRM+ users :)

Update: I place the new installers (Win & Mac) on our download page.

Then it turned out later that he stored tons of data in the Entourage contact manager; for example he often records more e-mail addresses and more phone numbers in a single contact record but our built-in import tool can not handle more than one e-mail address and phone number field.

To avoid him from a long, difficult conversion process I thought we can build a simple FileMaker runtime tool which can read the imported CSV file, converts its fields into “CRM+ compatible” format and exports the converted data. Now he can import all of the fileds into the CRM+ only with a few clicks.

I put this tool into our wiki page with a short manual and tutorial video. So if somebody else wants to move contacts from Entourage to CRM+ feel free to use it.

Note: I tested this conversion tool only with Entourage 2008 exported CSV files.

Have questions? Need help? Send an email: info [at] crm [dot] fm

Idealisator is the largest Hungarian FileMaker developer company, mostly dealing with FileMaker based database development in Hungary, Italy and other Central European countries.

Working mainly on customer related projects like customer databases, invoicing solutions and vehicle registers, we also develop FileMaker plug-ins as well for our special projects.

Beside these custom development, Idealisator is active in FileMaker based CRM software development, Adobe Flex and AIR based front-end development for FileMaker databases.

We know

• Adobe Flex 3
• Adobe AIR
• ActionScript 3.0
• FileMaker Server 7+
• FileMaker Pro 7+
• MySQL
• PHP

How can we help you?

• Need a custom FileMaker database or a customized CRM+ database?
• Need a custom built FileMaker plugin?
• Need help on your FileMaker project?
• Need a cheap Air front-end for your FileMaker application instead of FileMaker Pro?

Tell us about and receive an estimate. Click here »

What our users say?

I’m a solo-preneaur who was looking for a highly functional, easy, inexpensive CRM program that would work on a Mac. I’d used ACT before switching from PC to Mac, and since there was no ACT for Mac, I went surfing and tried out several free to try CRM systems, including SalesForce.com. In the end, CRM+ was the software that I thought worked best for me.

While there’s limited documentation on CRM+ it has been easy to learn the basics of the functionality that I use. The fields are quickly and easily customizable on the fly. CRM+ captures the important information I want for tracking with clients & prospects. I love how I can import emails directly from Mac Mail into a history record in CRM+. Very slick.

CRM+ not the prettiest software out there, but it does contain a lot of the things I liked about ACT and I think it may be easier to use! And at $99, it’s very affordable for those of us who need to track clients and prospects but aren’t making the kind of bucks needed to get something that looks pretty too.

Program allows you to submit feedback to developers and I’ve received prompt, friendly feedback from my those submissions. I also learned that they’ve been around for a few years in Europe which made me feel better about going with a unknown system/company.

It’s great to find a system that works so well for the Mac – they’re definitely in short supply.

Kelly Vandever, Communications for Everyone, LLC

In our companies we are using CRM+ since many years, in different versions (both standalone and hosted), and I have to say that this is a really great software. I personally have a more than good opinion of the developers: whenever we need an update or find a little bug, they fix it in an incredible short time, sometime hours. Once it happened that on Saturday I required an action, and on Sunday morning it was done. Simply great.

Besides, I love their software creations: being a FileMaker user since decades (I used to manage my databases in FileMaker 1.0), I have to admit their knowledge of the topic is higher than usual.

Michele Orzan, neronero.it

Sounds good? Then go get iDeal CRM for free :)

We are working hard on the online English manual of the iDeal CRM. We inspected some possibilities for creating online manual and we found the wiki style the most flexible and useful.

Although it is strongly in progress, but you can check it out here: support.idealisator.com

If you have further questions please contact us directly.

Istvan Kalmanhazi
Idealisator Hungary LTD
+36 1 784 3827
+36 1 700 1788
info@crm.fm
www.crm.fm

Idealisator’s CRM+ participates in the TheMacbundles.com promotion

Budapest, BP – January 21, 2010 – Idealisator Hungary LTD, the Budapest based software company announced today that CRM+, the latest version of its customer relationship management software is included in the well known TheMacBundles.com January promotion. This bundle includes 12 great Mac titles for only $49.95 (USD).

CRM+ is a user-friendly, easy-to-understand Customer Relationship Management (CRM) software for getting your company’s data centralized and organized. It supports invoicing, contact management, project management, business history, business tasks, reminders, knowledge base and many more customer-centric functions. CRM+ has been built using the award winning FileMaker database engine and supports Windows XP, Windows Vista, Windows 7 and the Mac OS X operating systems as well.

A free, fully functional trial version of CRM+ is available worldwide and can be immediately downloaded at http://www.crm.fm/download. This trial version will stop working after 30 launches. To continue using CRM+ after that, you will need to enter a valid license code. Your license code works with both the Mac and the Windows versions of CRM+.

Language Support

English, German, Hungarian, Slovakian

Minimum Requirements

• Mac OS X Version 10.4.11 or later (Snow Leopard compatible)
• PowerPC G4, G5 or Intel-based Mac
• 512MB of RAM
• 1024 x 768 or higher resolution display

Pricing and Availability

CRM+ is available as a Single User Edition license in most cases for $99.95 USD, but the CRM+ now available as part of TheMacBundles – get CRM+ and 11 other great apps for only $49.95 (USD).

About Idealisator Hungary LTD

Idealisator is active in CRM software development and its other associated modules. Please visit our site (www.crm.fm) for more information.

Idealisator is also the largest Hungarian FileMaker developer company, mostly dealing with FileMaker based database development in Hungary, Italy and other Central European countries. Working mainly on customer related projects like customer databases, invoicing solutions and vehicle registers, we also develop FileMaker plug-ins as well for our special projects.

It could demonstrate layout triggers (OnLayoutKeyStroke), Timers (speed of the game)

Heres is what I came up with:

The main layout is a repeating field container (300 repetitions actually), arranged. The repeating field uses a global variable and conditional formatting to show the snake and the treasure (which is set by a custom function based on it’s current repetition number).

Two colors are used, Green and White:

The Snake and Treasure positions are stored in global variables as a list (eg.: 10,12 11,12, etc), and are processed by the script. The script names of the demo file shows what they do exactly, you could easily figure them out.

The layout has a script trigger, which is to check for keyboard input, so we can move the snake.

This is a FM10+ demo, you can download the demo file here (right click, save as).

Note1: I did’t spend too much time on optimizing this, making it prettier, etc, it’s up to you. This is just a demo file, to demonstrate some of FileMaker 10′s new features.

The material on this document is offered as is. There is no representation or warranty, expressed or implied, nor does any other contributor to this post. Consequential and incidental damages are expressly excluded. FileMaker Pro is the registered trademark of FileMaker Inc.

Have questions? Need help? Send an email: adam [at] crmszoftver [dot] hu

So here it is, actually it’s pretty straight forward and fully unlocked so you can check it.

The main fields of the database are the Display, and the Game Repeating field. The Display shows the board, while the Game contains the yet unrevealed fields, mines.

The Init method initializes the board, sets the random mines, counts the neighbor cells (how many one mine has), etc. The ClickHandler method takes care of the clicks, by using hidden clickable layout elements behind the repeating fields. (Actually these clickable elements weren’t created by me one by one, setting up different script paramters 300 times, instead I created a script to generate the appropriate XML for me, and then pasted it on the layout using Clip Manager 3 by MyFmButler. (Maybe I will show this technique in a separate article later if you’re interested).

The rest of the methods are a bit harder to understand, but if you check them I’m pretty sure you will see how they’re working.

This is a FM8+ demo, you can download the demo file here (right click, save as).

Note1: I did’t spend too much time on optimizing this. I’m pretty sure scripts could be more optimized, etc. This is just a demo file, to see how much you can do with Filemaker

The material on this document is offered as is. There is no representation or warranty, expressed or implied, nor does any other contributor to this post. Consequential and incidental damages are expressly excluded. FileMaker Pro is the registered trademark of FileMaker Inc.

Have questions? Need help? Send an email: adam [at] crmszoftver [dot] hu

I have a FileMaker ToDo list, which can be filled by some people. I wanted some kind of notification of new tasks they fill in it, without having to look at it all the time checking for new entries. I already had Growl installed, so I thought why not use it as a notification? It has a sticky option which allows notifications to stay on the screen until I click on them. That was exactly what I needed.

That is where the following sample came from.

I didn’t want to look for plugins (I am pretty sure there must be one for this), as I like to do things without plugins. I started looking around for AppleScript samples how to use Growl, and found some on the Growl website. I modified those to run from FileMaker.

The Growl notification is a simple calculated Perform AppleScript command:

The first part checks if Growl is up and running. The second part registers the application, and notifies with the set parameters. The icon it shows is the Icon of FileMaker, but it can be changed to anything you wish.

We also have to check for Get(LastError) -609 to be sure.

UPDATE A commenter (doug says:) Here is a custom function that does a similar thing: http://www.briandunning.com/cf/1064

Based on ideas and code from Michael Gaslowitz http://www.gaslowitz.net/filemaker/blog/2008/07/video-growl-integration/

Thanks for that!

Note by Adam However that custom function needs to be modified a little bit, as it doesn’t checks for the GrowlHelper app running, be sure to change that!

You can download the demo file here (right click, save as).

The material on this document is offered as is. There is no representation or warranty, expressed or implied, nor does any other contributor to this post. Consequential and incidental damages are expressly excluded. FileMaker Pro is the registered trademark of FileMaker Inc.

Have questions? Need help? Send an email: adam [at] crmszoftver [dot] hu

I show you two methods. Each of them requires a PrinterList_Global field in your database and on the layout where you execute the script.

Geting printer list using AppleScript

The script is a simple Perform Applescript command. The first method uses the print setup utility to get the printer list. You need to have a PrinterList_Global field in your database and on the layout where you execute the script:

This can be used to set the default printer on OSX.

Geting printer list using AppleScript and “lpstat”

The second option uses the lpstat OS X command to get the printer names. This will give you a different list. But the printer names this one gives can be used for the “lp” OSX command. This will be important later when we get to fax sending.

What about faxing?

Okay, now you have the printer list. You can easily create a value list based on this, and let the user choose from it.

This is where the lp command comes in. With lp you can send a file (pdf), to a number.

The syntax is the following:

lp -d PrinterNameHere -o phone=PhoneNumberHere filepathandnameHere

You can call this from FileMaker using a do shell script AppleScript Command. I attached a sample file for printer listing, the faxing is up to you, but based on this, you can easily create it.

You can download the demo file here (right click, save as).

The material on this document is offered as is. There is no representation or warranty, expressed or implied, nor does any other contributor to this post. Consequential and incidental damages are expressly excluded. FileMaker Pro is the registered trademark of FileMaker Inc.

Have questions? Need help? Send an email: adam [at] crmszoftver [dot] hu

The attached example is a picture browser with a simple navigation system, and a preview portal. (I know it’s ugly but it’s just a technique demonstration ;)

I could have used a container field to highlight the active portal element, but conditional formatting makes our life simpler :)

I created a an empty (well, actually it has a space char in it) text element, resized it to the portal element size, then applied the following conditional formatting to it:

(Set Formula to: If the related ID equals to the Current id, then apply a Fill color)

After this I put this text under the portal picture field, and send it backward.

I attached the demo file which you can download to analyze the technique.

You can download it here. (right click, save as)

The material on this document is offered as is. There is no representation or warranty, expressed or implied, nor does any other contributor to this post. Consequential and incidental damages are expressly excluded. FileMaker Pro is the registered trademark of FileMaker Inc.

Have questions? Need help? Send an email: adam [at] crmszoftver [dot] hu

Until 30th of October, 2009

1 send a tweet about this promotion which contains a link to this page
2 send a mail to info@crm.fm with a link to your tweet
3 we will send you a coupon code which worth $50 discount in our online store
4 enter the code when you place your order

Your subscription is now complete.

We truly appreciate that you found our software interesting and subscribed to our mailing list.

Istvan Kalmanhazi
Idealisator Hungary LTD
+36 1 784 3827
+36 1 700 1788
info@crm.fm
www.crm.fm

Idealisator announces the first international edition of CRM+

Budapest, BP – July 21, 2009 – Idealisator Hungary LTD, the Budapest based software company, today launches the first international edition of CRM+ worldwide. Idealisator’s CRM+ is affordable customer relationship management software that works on different platforms and operating systems.

CRM+ is a user-friendly, easy-to-understand Customer Relationship Management (CRM) software for getting your company’s data centralized and organized. It supports invoicing, contact management, project management, business history, business tasks, reminders, knowledge base and many more customer-centric functions. Available in a very affordable single user edition and a network capable multi-user edition, CRM+ has been built using the award winning FileMaker database engine and supports Windows XP, Windows Vista, Windows 7 and the Mac OS X operating systems as well.

A free, fully functional trial version of CRM+ is available worldwide and can be immediately downloaded at www.crm.fm/download. This trial version will stop working after 30 launches, if you would like to further test and review CRM+, please contact us for a complimentary publicist’s license.

Idealisator is active in CRM software development and its other associated modules. Please visit our site (www.crm.fm) for more information.

Idealisator is also the largest Hungarian FileMaker developer company, mostly dealing with FileMaker based database development in Hungary, Italy and other Central European countries. Working mainly on customer related projects like customer databases, invoicing solutions and vehicle registers, we also develop FileMaker plug-ins as well for our special projects.