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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.
QuickBaseCoachD's avatar
QuickBaseCoachD
Qrew Captain
8 years ago
You do not need any new tables.

Presumably you have a relationship where 1 Company has Many Contacts and 1 Company has many Opportunities.

If you really want to have the initial setup all on one form, then you would put the field probably called [Contacts] on you customer form and set the form properties to display the records on the form and further set the form properties to allow them to be editable.  You would make a report of the fields you want to show, and use that on the form for that Report Link field.

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