You're ready to download the Memberships Template core file
and start customizing it for your team.
This video will walk you through how the core file works,
so you know what it does and can decide what you might want to add to it.
The core file is optimized for desktop users,
but you can extend it to suit iPad, iPhone and web users, too.
You can add more functionality on your own,
or you can follow step-by-step instructions to add template build-ons.
If you're brand new to FileMaker, you may want to follow
the build tutorial before doing your own development on this file.
This is an app designed to track three things:
members, campaigns, and donations that members make.
You can personalize it quickly here in the settings area
by adding your own logo and app name.
The app comes with sample data, so you can see what it looks like in use.
You can delete that sample data here.
Generally, when you first navigate to an area, you see a list view.
You can create a new record from any list view,
or just click on an existing row to see the detail for that record.
From the Detail view, you can still see the list of other records
if you want to hop to another one quickly.
Members can be either individuals or organizations.
The main difference is in how the record is named.
There are tabs here to show more information.
You can add donations or log interactions, like a phone call or email.
You may be following up on an email blast campaign, for example.
To see all the campaigns, use the campaign list.
It's sorted by start date.
Here you can also create a new record, or click to see an existing one.
Set the start and end dates and the goal for the campaign.
On the Donations tab, you'll see the total donations for the campaign.
This graphic is a quick way to see how many donations you have so far,
compared to the goal.
It updates every time you have a donation.
Donations can be linked to both members and campaigns,
because you'll want to know who donated, and if they were responding to a campaign.
Because they're all connected, you'll see the donation
from both the Campaign and the Member.
You can go between different areas using this side menu,
or you can use the dashboard to do the same thing.
Across the top of the app you'll see the standard FileMaker controls.
Your users can do most of what they'll need to do just from the screens,
but they can use this area to do even more, like additional sorts or searches.
This is particularly useful on the Donation History screen.
This might be one of the areas you choose to customize.
If you want to have tighter control over what users can do,
you can change these standard controls using custom menus.
You can also hide the toolbar, and create buttons to give users
just the functionality you want them to have.
With the FileMaker platform, you can customize this template however you like.
Dig in and make your own customizations, or choose the build-ons your team needs,
and follow those tutorials to build new features step by step.