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)
- Create the add‑on bundle
- Download and open FileUploader-Addon.
- Click Create Add‑on.
- When the script finishes, close FileMaker.
- Install the add‑on into your app
- Reopen FileMaker and open the target file.
- In Layout mode, open the left pane → Add‑ons → Install Add‑on.
- Select CommunicationLog and click Choose.
- 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).
- (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.
- 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.
- 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.
Please complete this form to download the FREE file.Communication Log Add-on Download File