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
Arkady - SmartEmailReminder for Quick Base might work for you. It won't be a link to the invoice, but instead the invoice could be nicely formatted rigth inside the body of the email message directly (i.e. no attachment). Have a look here: http://www.softtechexperts.com/smartemailreminder.html. Contact me directly for more info on how this could work. I actually use this myself for automating annual invoicing.
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Joe Acunzo
Quick Base Solution Provider
SoftTechExperts
joe.acunzo@SoftTechExperts.com
203-481-1222 ext. 316
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Joe Acunzo
Quick Base Solution Provider
SoftTechExperts
joe.acunzo@SoftTechExperts.com
203-481-1222 ext. 316
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