Forum Discussion

LeeNoble's avatar
LeeNoble
Qrew Trainee
9 years ago

Creating Invoices as Attachments to Emails from Quickbase - Is it Possible?

We are interested in sending invoices to our customers from Quickbase.  Our thought is to attach an already created invoice to an individual QB record.   We would use a Quickbase notification to send ...
MCFNeil's avatar
MCFNeil
Qrew Captain
9 years ago
Looks like the direction you are going is going to be staying native, and sending the file attachment as a link.  (and yes as Mark stated, you can make the attachment available without a login)

If so, let me know and I can provide some screen shots to help direct the process.

***One Warning:  If you make that file attachment field available without signing in.  People could easily manipulate the url and access other invoices.  ****  If there is confidential information going out in those files, you will want to consider the use of an add-on from a 3rd party.