Skills Used:
FileMaker 18
QuickBooks API
Mailchimp API
Our team of FileMaker experts had to create an app to manage all the aspects of an event including documents, transactions, personnel, and other details.
Client – The client is a Minority council which coordinates Law firms with Corporate companies and is based in California, USA.
Overview:
This project is for a non-profit mutual benefit corporation to manage their legal profession and company transactions.
Dashboard – To view the basic information of this App.
Organization – This module is used to manage their Organization details.
People – This is used to Manage their people information.
Groups – This module is used to create a new group of people and organizations.
Programs – This is to manage their event details.
Annual Conference – They can manage their annual business conferences in this module.
Communication – This module is used to send emails to their Organizations and peoples.
Documents – This is for storing all their documents across the App.
Transactions – This module is to manage all their transactions. The transactions are sent to QBO.
Settings – This module is to manage list of users and user access.
Technical Highlights:
Integration with other systems:
1. QuickBooks Online
2. Mailchimp.
3. CMCP lawyer locator.
4. Stripe Payment
1.Dynamic user access.
Team Size – 1 TL + 2 TM
Environment – Windows and Mac OS
Development Platform – FileMaker 16
Deployment Platform– FileMaker 16 Server
# of Users:
a. FileMaker Pro – 35
