Forum Discussion

DennisKim's avatar
DennisKim
Qrew Member
5 years ago

Calendar Functions

Hello Everyone,

We've been using a standard template, and are looking for some more functionality. I've searched and can't find anything, and I'm hoping some seasoned vets can provide a little more expertise.

I'm looking for a function to track sales leads and activities, and display in a calendar follow up tasks. So for instance, the flow would be as follows:

1. New Sales activity
2. Select company info from database or input new customer
3. Current date
4. Follow up date field
5. Follow up task
6. Past follow ups
7. Notes

Then when you open a calendar, it is populated with the customer name and task on the date. You can click on the task and it would take you back to that activity for you to call the client, make notes, and input a new follow up task and / or date.

From what I can see, QB doesn't have a calendar.  Am I missing something here? I'd imagine it would be much simpler if QB had that function. I'm looking to avoid having to export to Outlook. 

Thanks

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Dennis Kim
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reports and charts
  • EvanMartinez's avatar
    EvanMartinez
    Quickbase Staff
    5 years ago
    Hi Dennis,

    Calendars are available in Quick Base as a type of report, so long as you have date fields in your records when you go to create a new report you can select calendar as a report type. From there it will ask you which fields you want to base the calendar dates on and then also which ones you would like to display. In your instance it sounds like within your tasks table you would want to have a report that showed your customer's names and the date of their task on the record and most likely base it on the follow up dat field. Then when people click into an entry on the calendar they would be taken to the individual task records related to your clients. I hope this information is helpful.

    Calendar help doc

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    Evan Martinez
    Community Marketing Manager
    Quick Base
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    • DennisKim's avatar
      DennisKim
      Qrew Member
      5 years ago
      Yes, thank you. I had trouble finding it. Thanks

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      Dennis Kim
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