Blogs

Updates to how Quickbase processes your payment

By Evan Martinez posted 15 days ago
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As of August 1, 2022 Quickbase is using a new customer billing portal for viewing payment history and managing payment methods . This change will have an impact to our customers paying with a credit card. As part of this change, we want to ensure all credit card information transfers are done as securely as possible. The most secure way to do this is to have you add your information to the new billing portal. Accessing the Payment Portal To access the billing portal from Quickbase: Login to your Quickbase account Go to the Account Summary page. This can be done from the My Apps page by clicking ...
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Manny Shares his Quickbase journey and #1 Tip to Build Scalable Apps

By Esther LaVielle posted 21 days ago
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Guess what, everyone? Neil and I are starting a new series where we’ll interview Quickbase employees who were former customers. We plan to dig into their Quickbase experience prior to joining the organization, how they used the platform, and uncover tips and tricks to pass on to you. You’ll want to follow this because they, more than anyone, understand what customers go through. As former customers, they’ve walked in your shoes and can relate to pain points in ways employees who never heard of Quickbase can’t. Best of all, their experience and enthusiasm of Quickbase is leveraged each day. Nearly every department has an employee who was a former customer. ...
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Pleased to Meet You: Introducing the EMEA Customer Network

By Caroline Stuart-Freas posted 27 days ago
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Hello, Quickbase Community! Or as they say in the UK... Hiya, you alright ? I’m Caroline Stuart-Freas, a new Senior Customer Success Manager based in London. That is right, Quickbase is going international! We have a growing team of new Quickbasers that have been hired outside of the USA and it’s very exciting to be a part of this team as the company expands. A few facts about me: I’m an American living in the UK. I’ve been here for 4.5 years. My son was born here and has a British accent. So, he says things like “Mummy, I am going to throw this rubbish in the bin” which is very weird but, it’s adorable. I even say certain things now like trousers ...
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Introducing quickbase.com/accounts

By Evan Martinez posted 29 days ago
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On August 1, 2022 we are going live with quickbase.com/account. Our new accounts page will be your hub for making changes to your Quickbase plans and entitlements (upgrade, downgrade, cancellation). Don't worry you will be able to access this new hub from right inside of your Account CSR, in the same place where you have been accustomed to making changes. With the new process, we will walk you through gathering the important information for your change. Once we have collected all the important details they will be sent to a representative who will help you through your changes. Ensuring that you’re on the right plan and entitlements for you is ...
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2022 Quickbase Connections Investments: Easier Management and Governance of Pipelines

By Adam Hoover posted 06-30-2022
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We all know that in the world of software, things move pretty fast. If you’ve been keeping up with all the recent product releases here at Quickbase then you’ll certainly agree that we’re no exception! For the most part, all that speed is typically a good thing, but we’ve learned that if you don’t stop once in a while, you can miss things. That’s why we make the conscious choice to periodically stop and take stock of how all these new product updates are working for you, our customers. Over the last year, we’ve listened to feedback from many of you about different aspects of the Workflow Automation and Integration capabilities that are supported by our Pipelines ...
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2022 Quickbase Connections Investments: Increasingly Intuitive Pipelines

By Brian Cafferelli posted 06-17-2022
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We all know that in the world of software, things move pretty fast. If you’ve been keeping up with all the recent product releases here at Quickbase then you’ll certainly agree that we’re no exception! For the most part, all that speed is typically a good thing, but we’ve learned that if you don’t stop once in a while, you can miss things. That’s why we make the conscious choice to periodically stop and take stock of how all these new product updates are working for you, our customers. Over the last year, we’ve listened to feedback from many of you about different aspects of the workflow automation and integration capabilities that are supported by our Pipelines ...
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Empower is Over, What's Next?

By Neil Beschle posted 05-20-2022
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Empower 2022 was a blast! So many exciting announcements, enablement sessions, and learnings from Quickbase builders and thought leaders. I, for one, am beyond excited for our updated form building and some great new enhancements to the report builder panel. Need new TV to binge this weekend? Over 40 sessions are available now On Demand! Want to meet other builders solving problems in your industry? Sign up for a Customer Network here! What excited you at Empower this year? We want to know! Leave a comment about something you learned or exciting news you heard.
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Path to Pipelines Certification Part III: A “Pipelines-centric” Empower Recap

By Esther LaVielle posted 05-18-2022
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Is it mid-May already? 2022 is flying by and I’m currently digesting all the notes I took at my very first Empower conference at Quickbase. One of the best things about attending virtual conferences is that attendees can decide how they spend their time without distractions. The goal I set for myself was to go to as many Pipelines sessions as I could to pick up tips that will help with passing the Pipelines certification exam. Since I decided that I will take the exam at the end of June, this was my chance to connect with the exam authors, listen to Pipelines product managers, learn from other session attendees, and keenly observe how our expert trainers approach ...
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Service Accounts and YOU!

By Bree Mackey posted 05-04-2022
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Service Accounts and YOU! These days you may hear a lot about 'service accounts' out in the world. They are ubiquitous among databases and SaaS systems alike. But what exactly IS a service account...and how does it differ from a normal user account? Why would you want to use one? In the Quickbase universe, a service account doesn't differ from a user account except for in their intended/practical use. A service account must be tied to a real email address, just like a normal user, and provisioned just as any regular user would be. However, service accounts are generally used to drive system processes like API calls. Specifically, for ...
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5 Quick Tips for Virtual Networking at Empower

By Neil Beschle posted 04-22-2022
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Yes, I leveraged my dog to lure readers to my post, but she has not failed me yet when it comes to standing out and networking. While we would love to share the excitement of Empower with you all in person, we have once again adapted and gone Virtual. I hope to see you all there! While not all of us have a photogenic dog to stand out in the crowd, here are some tips to get the most out of Empower and grow your Quickbase network! 1. Are you registered? Let’s start with the easiest, registration! If you plan to attend Empower 2022, and I hope you do, please register here , if you have not yet done so. 2. Check out your Profile. ...
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Journey to Pipelines Certification Part 2: Useful Study Tips

By Esther LaVielle posted 04-19-2022
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Welcome back to my journey to Pipelines Certification blog! In the last post, you learned about my game plan to get certified before the end of the year. Now to tackle one of my biggest fears – test anxiety! Most of my test anxiety can be managed by fully understanding what to expect. To get a better picture of what I’m up against, I reached out to Kiko, Manny, and Matthew on the Customer Success team at Quickbase and recorded a 9-minute interview on their exam experience. They recently became Pipelines Certified and were happy to offer guidance on my path journey towards Pipelines certification. If you have time, I highly recommend watching the video below. ...
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Journey of a New Quickbase Builder: App Management

By Francisco Anzoategui posted 04-08-2022
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Becoming Builder certified and a successful application builder comes with different lessons learned along the way. I’ve discussed several key topics that will help you in achieving the goal of becoming Quickbase Builder Certified. These topics are: App planning Relationships Complex relationships User and permissions The last critical piece into becoming builder certified is managing your application. How to manage your application(s) You’ve just created this awesome application and it is ready to go live. Your job is done, right? Wrong! Now is the time to manage your application and continually set it up for success. ...
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Journey to Pipelines Certification Part I: The Why and The How

By Esther LaVielle posted 04-04-2022
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If you’ve been enjoying Kiko’s series on “Journey of a new builder” blog series, I want to invite you to follow me, Esther, as I embark on a path towards Pipelines Certification. Why follow me? Prior to joining as an employee in January 2022, I knew nothing about Quickbase. I had very little coding experience - unless you want to count CSS and HTML on Myspace and a few rich-text boxes. That’s right, you read that correctly, “Myspace”. Six weeks after going through the University courses and plenty of hands-on practice, I was able to pass the builder certification and build my own custom application with multiple many-to-many relationships. Now I’m ready ...
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Mixed Encoding Scanner now available to help identify issues with UTF-8 data

By Brian Cafferelli posted 03-14-2022
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Mixed Encoding Scanner now available to help identify issues with UTF-8 data When the Quickbase platform first emerged on the market, it was targeted primarily at US customers. However, there has always been innovative app builders in many countries who have used our platform with non-English data. We are making product improvements to better serve those builders and to expand Quickbase internationally. One of these improvements is a new UTF-8 setting to ensure non-English character sets can be stored and viewed properly. In some cases, a user may have entered non-English characters into the system while the UTF-8 switch was turned off, or prior to ...
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5 Quick Tips for Quality Dashboards

By Neil Beschle posted 03-03-2022
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It is easy to look at a data set and become overwhelmed, as all the data may look important and relevant. Businesses now rely on their data to quickly gain insight and make data driven decisions. Consider this when deciding what kind of data to include on your Quickbase dashboards: Are your end users able to act on the data presented to them? 1. Less Is More Keep your dashboards clean! Before introducing a newly designed dashboard to end users, take the 'at-a-glance' test. Look at your dashboard for a few minutes. What are you able to understand and absorb during that initial time? Including charts and graphs on your dashboard can help a viewer ...
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The Journey of a New Quickbase Builder: Roles and Permissions

By Francisco Anzoategui posted 02-18-2022
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As you continue building out your application, you may find that you are collecting/tracking a significant amount of data, and that not all users need access to all the data that is being collected. Some of the data collected may be sensitive or of no real use for the user. If a user has no use for the data, why should the user see the data or have the opportunity to accidently edit/erase data irrelevant to them? Have you ever worked in a shared document and have someone else accidently delete data you need? (I have been the culprit once or twice…) It can be an extremely frustrating and defeating problem to deal with! QuickBase once again, makes it easy to solve ...
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The Journey of a New Quickbase Builder: Many to Many Relationships

By Francisco Anzoategui posted 01-21-2022
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The most common Quickbase table relationship is a one-to-many relationship as I explained in my previous blog. (Example: One customer can have Many orders) But what if we were in a situation where two tables related as a many-to-many? Example, you have two tables (Students and Classes) where students can have many classes and classes can have many students. You wouldn’t want to solve with a one-to-many format making them both parent and child tables to one another because you would essentially be entering data twice, and it wouldn’t be the most efficient manner in entering information. The best solution would be to create a many-to-many relationship. A Many ...
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Quickbase approach to accessibility

By Lisa Sawyer posted 01-20-2022
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Quickbase is a mature platform, having been developed and iterated on for 20+ years. The platform currently receives over 2 billion requests per month and has hundreds of thousands of active users. We are committed to ensuring Quickbase is an accessible platform for all of these users, a value you’ll see reflected in the product areas we modernize. As we continue to invest in adding features and making it more usable and delightful, it is important Quickbase is accessible and inclusive to everyone. This may include users with physical disabilities, motor or vision impairments. This is often referred to as “Accessibility”. As the head of the User Experience ...
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Preparing for Automations End of Support on June 30, 2022

By Brian Cafferelli posted 01-10-2022
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Preparing for Automations End of Support on June 30, 2022 Workflow automation has taken many forms in Quickbase over the years. It could be a simple email notification, a dynamic form rule, or even a complex script triggered by a webhook. But one thing that’s clear is that workflow automation is only going to increase in importance for customers and use cases of all kinds. To meet those evolving requirements, we have spent the last year growing and improving the workflow automation capabilities of our powerful new Pipelines technology. Now, as we continue to look toward the future, we must also evaluate the role of older and less flexible features like Quickbase ...
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Pipelines Builder Certification is Live!

By James Kantor posted 12-15-2021
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Hello, there! Today is December 15, 2021 and, as announced, the 2022 Quickbase Pipelines Builder Certification Exam is live! This new exam allows our Quickbase App Builders to prove their data integration skills in Pipelines and will be an essential part of our certification path going forward. The exam's price is $150 but will be offered at an introductory price of $99 for a limited time into the first few months of 2022. If you're interested in the exam, read the exam's details and, if you have further questions, you can contact us at university@quickbase.com. Happy Holidays and Happy New Year! Jamie
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