How do I assign a default rate tier to a company?
Go to the Company record in Detail View. Under Job Settings select a rate tier (eg. Discount) from the drop down list in the Rate Tier field. You can customize these tiers in the Rates Window.
How do I enter multiple contacts for a company?
Go to the Company record in Detail View and select the People tab. Enter data for each contact in a separate row by clicking in the fields under each column heading. The information you enter here will also appear in the People Window.
To display the contacts in the People Window, click the list people hyperlink in the bottom left co...
How do I assign a company to a new contact?
In the People Window, click in the company field and select an existing company from the drop down list. This will link the contact to the company.
Note: If you want to assign a company that is not listed in the drop down list, you must create a record for that company first in the Companies Window.
How do I send an email to a contact directly from Briefcase®?
Click the email icon next to their stored email address. This will open a new email to that person.
How do I insert photo and signature graphics for a person?
Right click in the blank spaces provided and select Paste, Insert Picture, or Insert File from the menu.
Briefcase is developed by Tahn Software Pty. Ltd. a proud FBA (FileMaker Business Alliance) associate. FileMaker Inc. individually approves each membership based on experience, workmanship and client references. Briefcase is compatible with both mac and windows environments, single and multiuser networks. Briefcase and the Briefcase logo are registered trademarks licensed to Tahn Software Pty. Ltd.