Forum Discussion

JenniferSilbers's avatar
JenniferSilbers
Qrew Trainee
5 years ago

Home Page customization picking on field and having reports populate

Hello All, I am trying to figure out a way for my sales people to pick a particular client and then have a bunch of reports populate based on that client. So you would go to the home page, select a...
App home pages
MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
5 years ago
I have a technique which can work with you on a one on one basis to get this working.  But the New Dashboards are supposed to be out in in he next few weeks and they are supposedly be able to do that.  So my advice unless you are in an urgent hurry is to sign up for the Beta testing.  There was a link, I believe in the release notes from the last release.

------------------------------
Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
------------------------------
  • JenniferSilbers's avatar
    JenniferSilbers
    Qrew Trainee
    5 years ago
    Hello Mark,
    Thank you very much for the reply.  I will look for those release notes, usually they come into my inbox but I wonder if the last one got sent to spam.  

    I can wait a few weeks for the new upgrades, in the meantime I will check out the Beta.

    Thanks again!
    Jen

    ------------------------------
    Jennifer Silberstein
    ------------------------------