Forum Discussion

BlancaAnderson's avatar
BlancaAnderson
Qrew Assistant Captain
8 years ago

I know this can be done. Please help!

I know this can be done but I can't find the thread. I have a list of contact information for clients. I want to import into QB and then send all clients their respective information where they would update their own record and have it not show as if it were QB and i don't want them to have access to anything else. Please help!
  • MCFNeil's avatar
    MCFNeil
    Qrew Captain
    8 years ago
    There are also a few app in the "app Exchange" that has some good examples of how to use this feature. 

    It take a decent amount of set up time to make it function the right way and to 'hide' all the Quick Base stuff.  

    Are they only going to edit/update their contact info.  Or are there going to be multiple layers to the editing?

    I would also share a friendly caution;  there are some serious security issues that can arise from using "Everybody on the Internet".
  • BlancaAnderson's avatar
    BlancaAnderson
    Qrew Assistant Captain
    8 years ago
    Matthew thank you for your reply.  

    Do you have a couple of names of apps that I can use as reference? 

    I only want them to edit/verify their own contact info.

    Security Issues - I appreciate you advise. I would only be emailing it to this list of individuals and would be on a copy of an app where we would store nothing else but the contact list.

    I'm having problems with the landing page, and not sure how to add the redirect link to the save button. I've never created a landing page or a save and redirect button.  

    I appreciate any help you can provide.

    tia