Introducing the Communication Log (Free FileMaker Add-On)

Most teams track conversations in email threads, chat, and spreadsheets. When you need the full picture on a client, order, job, or ticket, context is scattered. A Communication Log centralizes those touchpoints right on the record, so anyone can see what was said, by whom, and when without leaving FileMaker.

You get: faster handoffs, fewer “did anyone call them?” moments, and an audit trail you can trust.

What you can do with it (examples)

  • Pin call notes, emails, and internal comments to any record

  • See a chronological timeline of interactions in one place

  • Load a log per customer, order, project, etc.

Requirements & compatibility

  • Works with modern FileMaker versions that support Add‑ons (FileMaker 19+).

  • Designed to drop onto any layout and point to your base table’s primary key

  • Ships with two helper scripts: dialog_Create Message and dialog_Load WebViewer

Quick start (5 minutes)

  1. Create the add‑on bundle

    • Download and open FileUploader-Addon.

    • Click Create Add‑on.

    • When the script finishes, close FileMaker.

  2. Install the add‑on into your app

    • Reopen FileMaker and open the target file.

    • In Layout mode, open the left pane → Add‑onsInstall Add‑on.

    • Select CommunicationLog and click Choose.

  1. Drop it into a layout

    • In the Add‑ons panel, drag the CommunicationLog onto the layout you want.

    • Restyle to match your theme (styles, fonts, colors).

 

  1. (Optional) Support multiple contexts

    • Open the script dialog_Create Message.

    • Replace the hard‑coded IDs on lines 10 and 20 with your layout’s primary key field (e.g., Customers::CustomerID).

    • This lets you reuse the add‑on on different layouts (Customers, Orders, Projects) and keep each log scoped correctly.

  2. Load behavior (recommended)

    • Trigger dialog_Load WebViewer on OnRecordLoad or OnLayoutEnter.

    • Pass the record’s primary key as a JSON parameter.

    • Use the example attached to the add‑on’s “Load Dialog” button as the source of truth for the correct JSON keys.

  3. Example (generic):
    // Script trigger parameter
    JSONSetElement ( “{}”
    ; [ “ID_LOG” ; YourTable::PrimaryKey ; 1]
    )

How it fits into real workflows

  • Sales/Account Management: Log calls and emails against a customer; see the full history before a renewal call.

  • Service/Support: Tie notes to a ticket; cut back on “who said what” confusion.

  • Operations/Projects: Keep vendor or internal coordination readable at a glance.

Styling tips

  • Create custom object styles for headings, timestamps, and message text to match your app.

  • Consider a light/dark background card for readability.

  • If the add‑on exposes buttons (add, filter, etc.), map them to your theme’s button style.

Security & deployment

  • Apply proper privilege sets so only the right users can add or edit messages.

  • Test on a copy of your file before deploying to users.

Troubleshooting

  • Add‑on doesn’t appear? Make sure you ran Create Add‑on and then restarted FileMaker before installing.

  • Web Viewer is blank? Confirm the dialog_Load WebViewer script is firing and that you’re passing the expected JSON key(s).

  • Messages not tied to the right record? Double‑check you replaced the hard‑coded IDs on lines 10 and 20 in dialog_Create Message with your primary key.

Download + next steps
Download the Communication Log (attached here)

Credentials for the demo: Admin / Admin (update before production).

Have 30 minutes? We’ll help you drop the add‑on into your file, point it at your primary key, and confirm the trigger/JSON parameter setup.

Appendix (for power users)

  • Consider calling the load script on both OnRecordLoad and OnLayoutEnter if you allow record switching and fast layout navigation.

  • If you need more than a single log per context (e.g., separate internal vs. external threads), duplicate the add‑on instance and drive each with a different context key.

  • Source control: version your add‑on bundle and keep a lightweight readme of local changes for your team.

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CT FileMaker Developer Group – System Notifications with FMP 2024

8/21/2024 – This month, Robert Naud will take a look at a feature which, although first introduced for FileMaker Go, FileMaker 2024 now makes available to FileMaker Pro. We’re talking about system notifications! Even though we’ve managed to do without them for a long time, they offer us interesting opportunities to interact with the users of our applications. We look forward to seeing you there!

 

CT FileMaker Developer Group – What’s New in FileMaker 2024?

7/17/2024 – This month, Douglas Wallis, Product Manager at Claris, will be joining us to present the new features included in the recent release of FileMaker 2024. In addition, Steven Blackwell will be showing the group a couple major security issues that the FileMaker 2024 release has resolved.

 

CT FileMaker Developer Group – AI in FileMaker

5/29/2024 – This month, we will be discussing the topic of AI in FileMaker. Please come prepared to discuss your experience with AI in FileMaker and to present any AI integrations you may have come up with.

 

CT FileMaker Developer Group – Engage Presentations Recap & Discussion

4/24/2024 – This month, we will be recapping and discussing our favorite Claris Engage presentations. Please come prepared to discuss the presentations you found most interesting and enlightening.

 

CT FileMaker Developer Group – Webmin Server GUI Tool

4/19/2023 – This month, Oliver Reid will be presenting the Webmin GUI tool for Claris Server on Linux. Webmin provides all tools needed managing a Claris (or FileMaker) Linux server. Those who have becomes used to a Mac or Windows GUI will find Webmin as easy, if not easier, to use to upload, download and organize files for a Claris Server, set up OS level cron jobs, set ownership and permission for files and folders, and install ODBC drivers to support ESS, and more.

 

CT FileMaker Developer Group – KyoSync II & Engage Recap

3/27/2024 – This month, John Mathewson of Kyo Logic will be sharing KyoSync II, which was unveiled at Claris Engage. John will relate how his team reliably syncs two FileMaker systems, even when one server is remote and has limited access. You’ll also get an inside look at KyoSync II, the technology that made this all possible.

In addition, we will also be reviewing Claris Engage and discussing the new ideas and trends that came out of the event.

 

Kyo Logic and FMPConnect Present: A Step-by-Step Guide for Installing Webmin & Claris FileMaker Server

Kyo Logic has partnered with Oliver Reid and his company FMPConnect to provide an incredibly potent guidebook. You can click below right now to get an in-depth guide on exactly how to install Webmin and FileMaker Server on an Amazon Web Service (AWS) Ubuntu Virtual Instance.

DOWNLOAD

 

Installing with Webmin is perfect for IT professionals and developers who just don’t have extensive experience with Linux. As powerful as Linux is, it can be cumbersome to navigate if you’re unfamiliar, and can take valuable time to gain competency. But when you have access to Webmin, it simplifies the entire process. Everything is managed through Webmin’s GUI instead of having to manually edit configuration files or run commands.

 

While getting Webmin and FileMaker Server to work well with Ubuntu has historically been difficult, this guide provides a fast, consistent way to successfully set up both applications. By utilizing this guide, you can have everything up and running in just 20 minutes (not including downloads).

 

Everyone at Kyo Logic and FMPConnect thought this information was too impactful to keep to ourselves. We want to make sure everyone in the community has access to this process, as we believe the iterative, collaborative nature of the Claris community is what makes it so great.

 

Oliver Reid’s guide goes over every step of the process, from how to configure your Linux accounts to security and using Webmin to upload or download files to and from FileMaker Server. The guide includes:

  • Linux User Accounts, Permissions, and Directories Overview
  • Linux Repositories and Package Managers
  • Setting up an AWS Ubuntu Server
  • Connecting to the AWS Ubuntu Server
  • Installing Webmin
  • Installing FileMaker Server
  • Saving the AWS instance as an “AMI”
  • Securing Webmin with an SSL certificate
  • Uploading and Downloading FileMaker Server files using Webmin

 

Grab the guide now, and you’ll have detailed, step-by-step instructions paired with informative infographics and tables to make this previously impossible task feel effortless.

 

Check out FMPConnect for more great FileMaker and JSON tools. And follow Kyo Logic on LinkedIn to get access to more great guides and resources like this one.

 

We will be elaborating on this guide with additional details in the future. Stay tuned!

Why FileMaker is an Inexpensive Alternative to ERPs

Enterprise Resource Planning Systems allow organizations to manage (and in some cases automate) their core processes. ERPs may be leveraged in HR, finance, supply chain and manufacturing processes, or all of the above. Corporations rely on ERPs to provide benefits as varied as security and compliance management to collaboration and reporting.

 

Advanced manufacturers, banks, and hospitals are just a few of the industries that rely heavily on ERPs for everything from data storage to reporting to patient records.

 

Common ERPs include Oracle ERP Cloud, Microsoft Dynamics 365, and SAP ERP, although there are many more options available. And while these are incredibly powerful systems, they come with an equally incredible price tag. For enterprise-level businesses, it’s a bargain. But it makes the barrier for entry incredibly high for small and mid-size businesses that could otherwise benefit from some or all of these features.

 

FileMaker can offer an incredibly high degree of customization while also acting as a reasonable entry point into the world of ERPs. It works as a composable ERP– acting as the backbone while businesses can purchase the modules they need.Claris FileMaker provides:

 

High Degrees of Customization

Claris FileMaker allows for highly customized relational databases to fit the specific needs of virtually any requirement. While businesses may struggle to force their processes around out-of-the-box solutions, FileMaker can mold to these systems. It can do all this while providing many of the benefits of a traditional ERP, with comparatively minimal development and deployment costs.

 

Integration

Similarly, Claris FileMaker will integrate with any existing system. Just as importantly, it will integrate any new apps or software you introduce after the fact. It takes the customization aspect a step further. ERPs tend to provide a massive amount of disparate, specific functions (which is perfect for large companies that have a need for each of these functions), while Claris FileMaker

 

Scalability

FileMaker offers easy scalability as demands and needs increase. This is true not just from a systems perspective, but from a licensing perspective as well. Conversely, ERPs are designed for large corporations and may not scale down well for smaller operations.

 

Agility

FileMaker can be changed and adjust on the fly– in some cases, someone with limited experience could even make tweaks or updates. Its low-code nature makes in incredibly fast to navigate and use. While that’s great for novices, it also means that in the hands of a professional, overhauls and updates can happen several times faster than they could on other platforms. ERPs require longer set-up times.

 

Claris FileMaker does all this while offering lower licensing and maintenance fees. It makes the feature-rich environment of an ERP attainable for smaller businesses. It even provides ERP-like features for industries and businesses that wouldn’t be able to utilize an out-of-the-box ERP in the first place.

 

If you’re looking for ways to help transform your business and want to know more about what FileMaker can do, you can reach out to us here.

How FileMaker Can Reshape Compliance Management

Compliance management is a crucial component of many industries, including manufacturing, finance, healthcare, food, and government. Following procedures can mitigate risk and ensure both accuracy and efficiency. Oftentimes, these industries require a paper trail of records and complete data sets. 

 

While maintaining these industry and legal standards is vitally important, it’s also a massive undertaking. It requires the full attention of a number of individuals inputting data and triple-checking work. Larger organizations can have dozens (or even hundreds) of employees dedicated specifically to ensuring compliance is met.

 

Of course, even with all that redundancy, processes can still fail and data can still slip through the cracks. On top of that, compliance management demands a massive amount of time, energy, and resources– critical business capital that could be better spent elsewhere.

 

Claris FileMaker can provide a comprehensive, customizable system that automates, documents, and provides reporting down to the most granular detail. It provides invaluable structure no matter how specific the needs and requirements of the industry may be. Here are several ways Claris can completely reshape the way your business approaches compliance management. Let’s break down why clients like using Claris FileMaker for Compliance:

 

Customization

Claris FileMaker allows for completely customized, relational databases. Everything from tables, to fields, and relationships can be tweaked to your exact needs. The relational nature of the software means that every team and individual is working off the most accurate and up-to-date information.

 

Integration

Claris FileMaker ’s high degree of customizability makes it easy to integrate into virtually any existing ecosystem. Whether it’s mandated applications or software your company relies on, Claris FileMaker can easily communicate with these systems and even enhance their capabilities.

 

Flexibility

Similarly, Claris FileMaker makes integrating new tech straightforward and painless. As regulatory demands change, Claris FileMaker can serve as the foundational infrastructure. New software and applications can be leveraged without disrupting your existing ecosystem.

 

Automation

Workflows can be completely automated, streamlining processes and providing helpful support to compliance-focused teams. This can involve simple reminders or automatic scheduling of calendar events. It can get as complex as complete ownership of data entry and validation, leaving employees free to focus on more complex tasks.

 

Centralization

Store everything from reports to audits in a single database accessible from a variety of devices. Claris FileMaker’s highly customizable security measures allows for incredibly granular clearances and permissions.

 

Reporting

Just as with everything else, Claris FileMaker allows for detailed and customized reports. Data and insights can be collected, compiled and displayed to fit your exact needs. This makes it incredibly easy to provide information for audits and proof of compliance.

 

Compliance management is a necessary component of many businesses, but by its very nature, it’s incredibly taxing. Claris FileMaker can provide the means to streamline and modernize your compliance management systems, no matter how specific or esoteric the requirements.

 

If you’d like to find out more about how Claris Filemaker can impact your compliance management, you can reach out to Kyo Logic here. We’d love to provide you with a free consultation and demonstrate the benefits of a customized software solution.