I spent some time this morning looking at how a variety of businesses are adapting their approach to continue to live their mission in this new reality. My son's elementary school is holding physical...
Published 5 years ago
Version 1.0
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I can' t think of anything to specifically help us in the current environment, but there are a couple things in general I could use:
1. Enhanced email subscriptions that can go straight to our customers (who do not have Quick Base access).
Example: Right now I have a report that needs to be sent to several different construction coordinators that are part of our customer's company. Each coordinator has their own report. As of now, we have an email address set up through our organization where each report gets sent, then we have email rules set up to forward it to the specific coordinator. This takes several steps to set up a new coordinator.
2. Salesforce has a feature where you can download a report that is formatted instead of just a CSV. So if I'm in my customer's system I can do that, but not in our system.
3. Ability to edit the logs to text fields that have logging enabled. Some of them can become messy, if they are rich text fields.
4. Built in holidays. Declare your company's holidays so the WeekdayAdd/WorkdayAdd will automatically count them.
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Dwight Munson
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1. Enhanced email subscriptions that can go straight to our customers (who do not have Quick Base access).
Example: Right now I have a report that needs to be sent to several different construction coordinators that are part of our customer's company. Each coordinator has their own report. As of now, we have an email address set up through our organization where each report gets sent, then we have email rules set up to forward it to the specific coordinator. This takes several steps to set up a new coordinator.
2. Salesforce has a feature where you can download a report that is formatted instead of just a CSV. So if I'm in my customer's system I can do that, but not in our system.
3. Ability to edit the logs to text fields that have logging enabled. Some of them can become messy, if they are rich text fields.
4. Built in holidays. Declare your company's holidays so the WeekdayAdd/WorkdayAdd will automatically count them.
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Dwight Munson
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I completely agree with the holidays thing! My team just last week had to write a script to account for all holidays in a duration field. Would have been so much more efficient if this was included as a formula type in QB.
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Ursula
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Ursula
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- We have a table dedicated to years and the holidays within them. We have to relate them to any table where we need to account for holidays in two steps, Holiday for Current Year and Holidays for Next Year. So since we have 6 holidays, that's 14 related fields, plus we have some placeholders for if we add a holiday or two.
Then we declare a variable to account for the holidays in any formula date fields.
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Dwight Munson
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