Client access to certain quickbase records
We keep clients invoices in QB, and send them by email as PDF attachments. I would like to keep sending emails to clients, but have links to their invoices rather than attachments. Last time I loo...
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Thank you.
I think I did not describe the current process properly. We have an exact form (EF) that we save (or "print") as a PDF document. We then email it as an attachment from Outlook or another email application (not directly from QB).
I would like to send client a url that would show a document looking like an EF before it is saved as a PDF.
Do you think this is possible?
Kind regards,
Arkady
I think I did not describe the current process properly. We have an exact form (EF) that we save (or "print") as a PDF document. We then email it as an attachment from Outlook or another email application (not directly from QB).
I would like to send client a url that would show a document looking like an EF before it is saved as a PDF.
Do you think this is possible?
Kind regards,
Arkady