Forum Discussion
MarkShnier__You
Qrew Legend
I suggest that you create a Connected Sync table to mirror your customer list in the EOTI. app. I don't think the EOTI users will be able to see your customer list in the protected app.
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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MayingShi
4 years agoQrew Member
Thanks for your advice Mark. If I get another table in the EOTI. app to mirror the customer's table, does that mean any new outreach call entered in the survey also be mirrored back to the CRM App?
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Maying Shi
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Maying Shi
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- MarkShnier__You4 years agoQrew LegendYou can still make a Report link field on your main app to show the Outreach calls as an embedded report. What is the Key field of the parent Company Table?
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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------- MayingShi4 years agoQrew MemberThe key filed is the company name
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Maying Shi
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