Ok, I know for a fact that there are hundreds of feature tickets in the QB Dev Team queue that customers have asked for, as active users of the system. I feel like the endless stream of restrictive, u...
Published 4 years ago
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I'm relatively new to QB, and not an IT person, but I did build our entire CRM system in QB. I could set up the automations relatively easily.
However, I have yet to figure out Pipelines. I wish there were more examples because I just don't get it. I've been through a few Pipelines trainings which either only scratched the surface or breezed through parts I wasn't able to follow. I just got a survey about Pipelines that clearly showed me why I'm so lost. The survey was clearly not made for someone of my IT skills.
I would love to be able to schedule outbound emails to outside contacts more easily. I would love to be able to figure out how to integrate with MailChimp through Pipelines. I would love to be able to create a mail merge-type Google doc to create price quotes without needing a third party system. If I can create an email with merge terms, how come I can't do the same to a Word or Google doc?
I also don't think the rebranding was necessary or useful (and I technically am a marketing person.)
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Kim Gardner
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However, I have yet to figure out Pipelines. I wish there were more examples because I just don't get it. I've been through a few Pipelines trainings which either only scratched the surface or breezed through parts I wasn't able to follow. I just got a survey about Pipelines that clearly showed me why I'm so lost. The survey was clearly not made for someone of my IT skills.
I would love to be able to schedule outbound emails to outside contacts more easily. I would love to be able to figure out how to integrate with MailChimp through Pipelines. I would love to be able to create a mail merge-type Google doc to create price quotes without needing a third party system. If I can create an email with merge terms, how come I can't do the same to a Word or Google doc?
I also don't think the rebranding was necessary or useful (and I technically am a marketing person.)
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Kim Gardner
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Kim,
What email server do you use? gmail, outlook? I can try and build it for you in my free time and send you the example.
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John Rogers
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What email server do you use? gmail, outlook? I can try and build it for you in my free time and send you the example.
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John Rogers
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- Hi John,
We use gmail, but we don't have QB configured to send through our own email. I have created a workaround to send scheduled emails through an automation. I have four sales follow up emails, sent to customers at 1 week, one month, 6 months and 1 year from a purchase of our equipment. The dates are set by an automation triggered by an event (the purchase). Then a daily automation looks to see if today's date = the scheduled date, and if so, a checkbox is checked, which then triggers the email send. It's a bit convoluted, but works. Fortunately I'm not building new scheduled emails that frequently because it shouldn't have to be this complicated.
I appreciate your offer to help, but for now this is working for us.
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Kim Gardner
------------------------------- No problem! Let me know if you ever need help with anything. I am really good at doing things people say you cannot do in QuickBase.
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John Rogers
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