CRM style email tracking function - looking for ideas
I've had a request to have some sort of tracking functionality for emails related to a record in QB (similar to the link below). I feel like there could be a way to do this with a Pipeline to/from Outlook?? Has anyone done something similar? I'm looking for a hero :) Thanks in advance! https://capsulecrm.com/support/setup-and-configuration/storing-emails/#understanding-the-mail-drop-box ------------------------------ Sherry Blackburn ------------------------------
Displaying a report outside Quickbase
Hello, I have created a Tracker/App for maintaining the Recruitment process details in my organisation. The app also contains a report updating all the Current Open Positions avail for hiring. I now simply wish to display this report on my Company's actual website as a Careers page. Kindly guide further if this is even possible. The report view. The website link. https://krishnabeads.com ------------------------------ Rasika Bhosle ------------------------------
Sage Connection
My Company (Inglett & Stubbs) has just joined Quickbase. We have used Sage 300 CRE for several years. I'm not super familiar with either platform. Sage 300 CRE is a pervasive database. I'd like to be able to automate data flow between Quickbase and Sage. Does anyone have experience with Sage? Were you able to automate the data flow, or you had to do manual uploads/downloads? ------------------------------ John Crosland Software Developer Inglett & Stubbs ------------------------------
Import Credit Card Transactions into Quick Base
Hi everyone, Right now we use a 3rd party expense management platform which costs us money annually plus we have to manually enter some of that data into Quick Base. I would love to add an expense management app into our realm which would be easy to do. however, does anyone know of any way or add-ons to allow for importing of credit card transactions into quick base? For some users losing that functionality will cost them A LOT of time so it would be great to do it. Similar to how a banking program can authorize a card login and import your transactions. Thanks! ------------------------------ Ivan Weiss ------------------------------Learning Management System (LMS) and SCORM Cloud
Currently I've built a LMS app in our realm, and with no SCORM compliance for Quickbase I will be using SCORM Cloud to host the content. Is there anyone out there who may have experience with SCORM Cloud and Quickbase? I'm going to have a link to the content that will automatically register the user and go to the launch page for the content. The tricky part is getting the info back to the Quickbase record with date complete, status, and test scores. ------------------------------ Dwight Munson ------------------------------
Live sync of QuickBase calendar app to Outlook calendar?
Background: we have a QB app in which we store events. Those events are posted in a QB calendar report. It contains many pieces of info about each event in the event record – much more than we can do in Outlook. However, most everyone here still manages daily attendance to any event by Outlook. That is not up to change. Users in a large community can see this calendar and select events they need to attend. Currently, users who wish to attend the event can download the ICS file of the event on Quick Base and export that instance to Outlook. However that does not sync to later updates made in Quick Base. We need a live sync between the Quick Base events and Outlook events. If the event needs to change, we need the automatic live sync to change it/update it on the Outlook calendar of the attendees who signed up and send out a notification that this has occurred. Do we have any solutions, native or third party, that can do the second bullet above? This is the only functionality we currently lack. I actually think it would be nice if we could sync in the other direction, if events change in Outlook, they sync to the QB app too, but not sure that's as critical. Thanks! Carole Vandenberg ------------------------------ Carole Vandenberg Sr Global Presales Engineering Consultant - NCR ------------------------------
