We’ve recently released CC Pivot, a product designed to enhance your ability to see into the data in your own system by allowing you to easily create and edit pivot tables within FileMaker. It’s a great tool to help you in your ability to report on the data within FileMaker. Take a look!
CC Pivot Overview from Cleveland Consulting, Inc. on Vimeo.
Or you can just download a demo!
A new report has been added to CC NonProfit to give organizations a way to give donors a periodic report on their donations. The report, called “Donations by Contact by Date Range” lets an organization print individual reports for its donors. This might be used to send an annual donation statement which donors could use in preparing their tax returns. Or it could be used as a monthly reminder of a person’s donations for the organization’s fiscal year compared with that person’s pledged amount.
To help organizations create their own reports in CC NonProfit a new section has been added to the Help materials, providing guidance for building new layouts and creating the new scripts which will be needed to integrate the reports into their system. This is found at http://help.clevelandconsulting.com/CCNonProfit2/Reports.
In addition, a section on Importing Data into CC NonProfit has been added to the Help pages. It can be challenging adding data from one system into a database using a different system. This can be especially true when importing data from a flat system, such as an Excel spreadsheet, into a relational database such as CC NonProfit. These Help pages describe the table structure for the Contacts section of CC NonProfit, and offer some guidance for successfully importing spreadsheet contact information. See http://help.clevelandconsulting.com/CCNonProfit2/Installation#Import.
We have now made our latest version of CC NonProfit (version 2) available for review on a public server. fmp7://east.01.fmsdb.com/ccnonprofit2.fp7. No password is needed to open the file.
We also provide a free, 10-day demo version of CC NonProfit. But with the version on the server there is no time limit. You will need FileMaker 11, either Pro, Advanced, or Go, to open the program. But once open, you can check out its features by adding records, and using it as if it were your own agency’s software.
Check it out. And if you want to know more, contact us at ccnonprofit@clevelandconsulting.com.
Thanks to a note from one of our customers, we have updated the way some of the tabs in CC NonProfit display their labels.
The labels for all of the various categories in CC NonProfit–Contacts, Pledges, Donations, Publications, etc.–can be customized for an organization’s needs in the Settings section. A customer noticed that, while a change to a label was generally reflected throughout the system, it didn’t change the tab labels within the Contact or Event detail screens.
The fields that were calculating the tab labels weren’t being refreshed as needed. We have fixed this bug and posted the updated file for future customers. But if you’ve already purchased CC NonProfit here’s how to fix it yourself:
That will force the field to refresh and give you the tabs as you want them.
If you have any questions about how to make this fix, let us know at support@clevelandconsulting.com.
We’ve just uploaded another short (~ 4 minute) video showing the related fields feature of our newest product in development CC Pivot. CC Pivot is designed to make creating pivot tables in FileMaker quick and easy.
This is one of those videos where the process is so seamless that the demo almost lacks punch because it goes so fast. Hopefully you all enjoy it.
Let us know what you think, or any suggestions you have, in the comments.
CC Pivot Related Fields Preview from Cleveland Consulting, Inc..
**Update** We have released CC Pivot! You can find it here!
Well, we’re about ready to get some testing opinions from the user base at large. We’ve had a great time building it, and have gotten some fantastic feedback from folks who have been following the development, but it’s time to take that feedback to a more formal level.
We just finished the settings screen pictured here and so it’s all set for testing. If you feel like you can take a good look at the product, and give us honest feedback, we’d love to hear from you. Contact me at court@clevelandconsulting.com and let me know you are interested. Invites are going out today to the few folks we’ve already gotten comments of interest from, and they have my thanks.
As always, feedback is welcome in the comments below.
**Update** We have released CC Pivot! You can find it here!
We’ve just uploaded a third short (~ 4 minute) video showing how to integrate CC Pivot with an existing solution. Hopefully this shows how quick and easy we’ve been able to make the product, enjoy!
Thanks to Matt Navarre at MSN Media for the sample data.
Let us know what you think, or any suggestions you have, in the comments.
CC Pivot Integration Preview from Cleveland Consulting, Inc..
**Update** We have released CC Pivot! You can find it here!
So I got curious about the distribution of the FileMaker community and the first place I though to look was the FMPug user group site, which lists the pug chapters. Since the chapters have addresses for their meetings I thought I would do a quick screen scrape to see if I could map them all and put them in Google maps easily.
The results were pretty easy to come up with, and I thought I’d share them. If anyone has any additions or wants to help correct any of the locations, just leave me a note in the comments.
View FMPUG Mashup in a larger map
We’ve just uploaded a second short (~ 4 minute) video showing the new features and look of our newest product in development CC Pivot. It is designed to make creating pivot tables in FileMaker quick and easy. Next week I’ll show how simple integration is, but for now I wanted to show a more proper pivot table display, enjoy!
Let us know what you think, or any suggestions you have, in the comments.
CC Pivot Sneak Preview from Cleveland Consulting, Inc..
**Update** We have released CC Pivot! You can find it here!
All,
Thanks for everyone’s great feedback on CC Pivot so far.
We got a lot of comments indicating an interest if only it was a real pivot table, but the first movie showed just a small part. While I want to have a new movie up this week. I thought to allay fears that we didn’t know what a pivot table was, I’d post a quick screenshot of the interface with data along both axis.
Comments, let us know below.
**Update** We have released CC Pivot! You can find it here!
