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...
Forum Discussion
If you use the 3rd party add on from Juiced called Exact Forms Plus, then the system will generate the PDF and you can email a link to that PDF.
https://www.juicedtech.com/exact-forms-plus
https://www.juicedtech.com/exact-forms-plus
- ... or else you can also use a different additional add on from Juiced called Courier and actually send the PDF by email as an attachment.