Hi Sherry - I know this post is a couple of years old at this point but was just curious if you found any sort of solution in QB for this? Was looking for a similar solution and came across your post.
Hi Carlos,
I like Mark's idea for using Pipelines. I do have a non-pipeline alternative as well.
I have an app where property owners can list their rentals and traveling caregivers can search, favorite and communicate with the property owners (think a Quickbase version of AirBnB). The messaging is set up with table to table relationships and using the "add record" button in the recursive relationship to reply to a message - changing the field/button label to "Reply to This Message". Listings have Messages and Messages have Messages (Replies). The messages and replies are all related to the listing, so you can group by the listing/sort by the message date and see the messages in a conversation view. There are notifications that send the email to the addresses in the to and Cc field. Roles/permissions limit owners and caregivers to only be able to view messages where they are either the From, To, or Cc, and only modify messages where they are the From.
Thank you Mark & Sherry. My main QB app is a scheduling / project management app and was looking to piggyback a more traditional CRM app where you can keep track of emails to potential clients. Was looking at something like HubSpot but since most of my data is in QB, was just looking for an efficient way to keep it in QB. I'll have to digest your responses in a little more detail but greatly appreciate your feedback.
Qrew LegendI have friends who use Hubspot for their CRM and it works well for them. As I understand it, the sending of emails is really done through HubSpot so the communication with clients stays connected.
@Carlos Abdelnour If you're just wanting a record of the sent email, you could Pipeline it from your email application into Quickbase based on a keyword in the subject and use a formula rich text field to parse the email text and create a record in a new table to receive the body content (rich text field)
Formula rich text fields in QB to parse the text example:
If(Contains(Left([Body]," "),"html"),
NotRight(NotRight(NotLeft(NotLeft(NotLeft([Body],"#"),"#"),">"),"<"),"<"))
Or, if you don't need to report out or group/sort them, you could save the email file and drop it into the record via the new forms drag and drop functionality for file attachments.
