blair

Will filemaker work for me ?

Discussion created by blair on Mar 6, 2013
Latest reply on Mar 7, 2013 by RayCologon

Hello forum,

Just wondering if anyone can give some good advice. I have not purchased filemaker yet, but am looking for a solution for my business. My wife and I operate a small funeral home business and we want to have a database program that can store all of our client information, as well as print a number of forms. We would also need it to calculate and print contracts for our clients. A number of our clients pre-arrange and pre-pay prior to needing our services, so these contracts need to be adjusted at a time of need and converted to an at need contract. I have an excel spreadsheet that does this conversion for me, but is it possible to include the spreadsheet on an individuals record in filemaker ? There are also some statistical requirements for tracking monthly and annual sales.

 

Thanks

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