Ohio FileMaker Development

CCI is now offering Training and Mentoring

March 15, 2013

Often in your FileMaker development process you find yourself in a place where you don’t really need to hire an outside consultant to build the system, you just need a little help over a tough problem, or you need another developer with more experience to mentor you to get the job done.

Or you have internal FileMaker resources and users who need training to take their FileMaker knowledge to the next level. We all only know what we’ve learned and learning in a structured environment is always faster and more efficient than learning in a vacuum, alone.

This is the need that our mentoring and training programs are designed to solve.

We provide both one on one and team mentoring programs designed to fit the needs of your solution and organization, as well as onsite and remote training of both developers and users custom crafted to your situation.

So if you’re interested in learning about the programs, click below for the choice that would work best for you.

Tell me more about mentoring.

Show me your training options.

CC NonProfit v2.2 is here!

May 21, 2012

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Cleveland Consuling, Inc., is pleased to announce the release of CC NonProfit v2.2.

Version 2.2 is available in both a free & a paid version, and is compatible with FileMaker Pro 11 and the recently released FileMaker Pro 12.

All the fixes and updates in this version were suggestions from current users of CC NonProfit v2.1. We could not have done it without the feedback of our customers. If you have not yet done so, please fill out this short survey so we can continue serving your organization!

The Updates

The most significant changes allow you to add a group of contacts to a new or existing Contact List, on the fly. Once you have found a group of contacts or a group of donations, you can add those contacts to a Contact List from either the Contact or the Donations detail screen.

You can also now add the members of one Contact List to another new or existing List. This is particularly useful for building a master list from smaller lists, or for creating a new list that is very similar to an existing list.

A Primary Contact option has been added to Group Contacts.

New fields have been added to the letter-building screen in the Correspondence section. You can now add the Primary Contact, Donation Amount, and Donation Date to the letter templates.

The Fixes

We have fixed a few user-reported bugs, too. Among the most significant fixes, a bug has been eliminated from the Import Wizard utility that prevented imported Contact Lists from populating, and which had sometimes caused duplicate record IDs in various tables.

Help Us, Help You

Again, we could not have made any of these changes without the feedback of our loyal customers! If you have a suggestion for future versions of CC NonProfit, or you just have general feedback, please take a minute or two to let us know by filling out this short survey.

Thanks,

The CC NonProfit Team

CC Pivot & CC NonProfit Compatible with FileMaker Pro 12

April 17, 2012

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Cleveland Consulting, Inc. is proud to announce that our products CC Pivot and CC NonProfit are now compatible with the recently released FileMaker Pro 12.

FileMaker Pro 12 was released last week with a host of new features. Among them are:

Enhanced container fields. The container fields have been re-engineered to improve database performance. You can now drag and drop any type of file into your database, including photos, videos, music, documents, and more.

40 new themes with pre-determined fonts, colors, and styling that allow users to attractively manage their databases.

Quick Charts, a charting tool that allows users to to quickly and effectively display data in an attractive graphical manner.

Help Us, Help You!

Want to help shape the newest version of CC NonProfit? Take this brief survey, and let us know how you use our product and where it can be improved.

Be on the lookout for an update to CC NonProfit in the coming weeks. We are very excited to get CC NonProfit v2.2 out to our customers!

CC Pivot Hits The Road

November 8, 2011

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Last week CC Pivot went on the road to the great state of Texas. We visited three FMPUG meetings in Houston, Austin, and Dallas, each organized by the fine folks at Mighty Data. (If you aren’t a member of an FMPUG group, you should consider checking it out!) It was a whirlwind trip that we affectionately call the Texas Tour. At each meeting we presented our newest product, CC Pivot, and received some very good feedback. Here’s a couple photos we snapped along the way.

Houston’s Skyline

Somewhere Between Houston and Austin

Texas State Capital at Austin

Dallas’s Maze

We were pleased to be able to meet with the groups and each offered unique feedback; some even providing feature requests for a future version! CC Pivot’s unique ability to create pivot tables as a cross-tab report provides a very useful addition to any FileMaker solution, and many of the participants felt likewise.

This tour represents our second trip to various FMPUG meetings (the first being back at the end of July, beginning of August and was along the west coast). We have enjoyed meeting many different FileMaker developers and users and are excited to be able to provide them a useful tool for their solutions.

If you have questions about how CC Pivot can best be used in your organization or in your FileMaker solution to enhance your reporting capabilities, feel free to contact us at info@clevelandconsulting.com.

Bug Squashing… or A Plugin Update for CC Pivot

October 18, 2011

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Bugs, what bugs?

Software bugs are called bugs for a reason – they’re small and hard to find! So we’ve been spending a little time doing some search and destroy here at CCI. We recently uncovered a bug in the plugin for our FileMaker r

eporting tool, CC Pivot. It produced an error in CC Pivot when the data being reported on had extraneous return characters. Fortunately, our crack team was able to quickly diagnose and solve the problem! CC Pivot (Full & Free) has been updated, so rest assured, this bug has been eliminated from our product lineup.

Updating Your Solution

If you’ve purchased CC Pivot, we’ve sent out an email with instructions on how to install the update (it’s pretty easy!). You can see the instructions here. If you’re not sure that you have the latest version, open the preferences in FileMaker and look at the CC Pivot plugin. The newly updated version is 1.043, if you’re using 1.042 or earlier, then it’s time to update. If you’ve purchased CC Pivot and did not receive an email about the update, just send us an email with your email address and/or order number from your purchase to support@clevelandconsulting.com and we’ll send the instructions on how to download the update right away!

CC NonProfit 2.1 Released

September 29, 2011

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Cleveland Consulting, Inc., is pleased to announce the release of CC NonProfit v2.1.

Most significantly, this version adds a Change Log to the Donations amount field. This feature was

added at the suggestion of a fiscal officer at Ohio State University, who recommended it to provide a high level of internal control for a nonprofit organization. (We won’t mention that this fiscal officer happens to be the spouse of the CC NonProfit product manager.) The related report on the Change Log will allow administrators of an organization to view any changes to the amount of donations, with the date, account of the person making the change, and the reason for the change. (Of course, to be effective the Change Log must be paired with appropriate FileMaker account security.)

This release also adds a feature frequently requested by our customers: the option to print address labels for bulk correspondence mailings. This option supplements the ability to print addresses directly on envelopes which was part of the previous version.

In addition, this new version updates its import wizard to include importing data from CC NonProfit Free and from version 2.0, as well as from v1.x.

You can continue to check out CC NonProfit on a public server, at fmp7://east.01.fmsdb.com/ccnonprofit2-1.fp7. Or, test out our lighter version, CC NonProfit Free. When you’re ready, purchase this latest release of CC NonProfit.

CC NonProfit Free Released

September 19, 2011

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We are pleased to announce the release of CC NonProfit Free 2.1, a lighter version of CC NonProfit.

CC NonProfit helps an organization keep track of its various c

ontacts, donations, pledges, and events, giving it the ability to send targeted mailings to its constituents, and giving it robust reporting capabilities for reporting to its donors, administrators and grantors about the donations and pledges it has received. While the free version does not have all of these capabilities, it remains a full-featured program, making it a valuable asset to any organization. Compare the features of the Free and Standard versions of the software on the product page for CC NonProfit.

Or download the free version directly.

CC Pivot Free announced and released

September 6, 2011

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We are proud to announce the release of a lighter, but free, version of our wildly successful product CC Pivot.

We have gotten great reviews of the existing full produc

t, we wanted to make the product available in a lighter version to everyone. So many folks have told us this is the one feature they wished Filemaker had always had, so we thought we would make a version available to the whole community.

For people who aren’t aware of what CC Pivot does, there are is a walkthrough video of it on our site. However basically it allows the creation of a pivot table, or cross tab report, directly in FileMaker Pro, the integration is super simple, 5 minutes or less, and no modification to your existing system is necessary.

The free version of CC Pivot bass all the core features of the full version, the core version add the ability to report on related fields as well as a host of other additions. A full feature comparison is available on the product page.

If you don’t want to read about all the differences and just want to grab the free version, you can do that here.

Thanks for helping us make CC Pivot a great product, and please keep the reviews and suggestions coming. You can post them here, or email them to us directly at support@clevelandconsulting.com

New version of CC Pivot released

August 22, 2011

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We are pleased to announce a new version of CC Pivot just released today, as a free upgrade to any existing customers.cheap viagra onlinege-157″ title=”Excel_Image” src=”http://www.clevelandconsulting.com/wp-content/uploads/2011/08/Excel_Image-300×196.png” alt=”Export to Excel” width=”300″ height=”196″ />

We have added the most requested feature, in a way I hope you’ll like, Continue reading »

Great Time at FileMaker DevCon

August 11, 2011

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We had a great time at the FileMaker Developers Conference, can’t wait until next year. We got some great feedback regarding CCPivot for making cross tab reports in FileMaker

Pro.

John Sindelar of SeedCode showed the product in his ever popular year in review session and was able to integrate it live during his presentation, which was great.

Final party was also a lot of fun, but Sam and Jesse from 360 works have some payback coming as you can see in the video.