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MarkComish's avatar
MarkComish
Qrew Assistant Captain
8 years ago

Onboarding new clients ""opportunities"" ""companies"" contacts

When we onboard new clients into our app we start with "Create a new opportunity".  Some of the fields are needed on this table to create a proposal.  While on the "Opportunities" table it will ask fo...
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QuickBaseCoachD's avatar
QuickBaseCoachD
Qrew Captain
8 years ago
Two thoughts

1. Have in the advanced properties tab for the payment record, which in this case is opportunities, it is always good practice to check the checkbox �Save parent record automatically when a child record is created�. That way at least when the user goes to add child it will automatically save the carriage.

2. But the bigger tip is to simply include an embedded report on the opportunities record of the children and the user can edit (create) those records directly while creating the parent record before having saved the Parent record. Be sure to make the embedded report editable in form properties. That means that when you edit the parent the embedded child report table a table goes into Grid edit mode.
MarkComish's avatar
MarkComish
Qrew Assistant Captain
8 years ago
I am pretty new to QuickBase so I am not quite following your response.  Do I need to create a new table that is the child to "Companies" "Contacts" and "Opportunities" and on the form for that new table have the fields I need to populate each parent table when saved?  Hope I am making sense?  Here are the fields I need populated in each Parent table...

Companies Table
1. Company Name
2. Account Type
3. Phone
4. Fax
5. Mailing address

Contacts Table
1. Salutation
2. First name
3. Last Name
4. Preferred first name
5. Title
6. Credentials
7. Contact type
8. Direct phone
9. email

Opportunities Table
1. Service
2. Stage
3. Year
4. Status
5. Type
6. Opportunity Value
7. # of days per visit
8. # of visits per year

 When I create the fields for the new table do I use the "From another table" as input type?  Sorry for all the questions but I am confused how to do this and need details or if there is a better way to do this.

Thanks in advance!