Over time, your list of Estates and Trusts can become quite substantial.  If you're using the accounting module, your transactions database can become huge, which can slow things down.  To help keep your lists tidy and relevant, and to optimize performance, some users want to be able to archive inactive Estates & Trusts.  This article offers basic step-by-step guidance to archive and restore Estates & Trusts in 6-in-1.

Every year we release updates to 6-in-1 to support the latest tax forms, changes in tax law, and to enhance the product.  This article includes step-by-step instructions to install these updates for Standalone users running the FileMaker 20 (2023) version of our product on Windows 10 or 11.  Screen shots for these instructions are based on Windows 10, but can easily be adapted for users running Windows 11.

The latest version of FileMaker Server has some important performance enhancements.  We recommend updating to the latest version when it's convenient.  This article includes step-by-step instructions to upgrade your FileMaker Server version 19.0 or greater to the latest version of FileMaker Server.  This article is based on Windows Server 2019 Datacenter edition, but is applicable for similar Windows Server editions.

Every year we release updates to 6-in-1 to support the latest tax forms, changes in tax law, and to enhance the product.  This article includes step-by-step instructions to install these updates for Standalone users running the FileMaker 19 version of our product on Windows 10 or 11.  Screen shots for these instructions are based on Windows 10, but can easily be adapted for users running Windows 11.

When determining the version of your 6-in-1 installation, there are two (and sometimes three) main components that you should be aware of:  FileMaker Pro, FileMaker Server (for multi-user installations only), and 6-in-1 databases.  This article helps you identify what versions you're running.

In the FileMaker 11 (and 10) version of 6-in-1, the menu structure is hidden by default.  There are situations where access to this menu is necessary.  This article shows you how to reveal the full menu structure.