4 Replies Latest reply on Aug 17, 2012 9:18 AM by VickiMain

    A Few Presale Questions

    VickiMain

      Title

      A Few Presale Questions

      Post

      Hello everyone,

       

      I am the new Treasurer for a non-profit organization with approximately 200 members, and I am looking at Filemaker Pro as a possible solution to streamline the workflow. Right now, they use Quickbooks Pro for bookkeeping, and they track members and their activities through a series of Excel spreadsheets.

      For each new member who joins the organization, I have to create a Customer account in Quickbooks, then enter their contact info, company info, join date, paid or unpaid, etc in the spreadsheet. When we have community events, there is a separate spreadsheet for tracking who participated. When we have monthy meetings, we have a separate spreadsheet for checking them in, and then I have to transfer who attended onto the main spreadsheet.

      It is a LOT of redundant work.

      What I would like to do is use Filemaker as a CMS, enter the member's data one time, and have them show up on the appropriate spreadsheets.

      I would also like to have a form on our website so new members can join and their data would be entered into the system without having to manually add them. Can I do that with FM Pro, and if so, do I need to have the FM Server? Would each registrant be considered a database user? I could see that becoming very expensive.

      It would also be very helpful to be able to make a member "active" or "inactive" without losing their data. For example, if a person drops out for a year, can I make them inactive, thereby hiding their info from the spreadsheet, and then activate them when and if they return?

      Nice, but not a deal breaker, would be the abilty to put a searchable database on our website so website visitors could do a search for members in their area. Is that possible, and again, would that require the FM Server?

      Thank you so much for your help.

      Vicki