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I have a simple FileMaker Pro template that I would like improved. I currently use QuickBooks, and am going to be switching to FileMaker pro. I am an IT professional who wants to begin tracking customer problems in FileMaker, along with invoicing them in FileMaker. The current template that I would like modified is the invoicing template that FileMaker Pro 11 provides with the software.
Additionally, I would like to:
1.Be able to mark when a client has paid.
2.Track outstanding invoices.
3.Look at monthly totals.
4.Track other employees hours along with a function to list who took what calls.
5.Have an area to place information about the computers clients have.
6.Section of open and closed calls would also be helpful- perhaps including a close call button.
7. Have a a timer or clock that states how long a particular person has been a customer.
8. Would like a "Referred by" option that references who the person was referred by. And a "Referred" option which s...
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