Forum Discussion

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...
Ask about Quickbase functionality
QuickBaseCoachD's avatar
QuickBaseCoachD
Qrew Captain
8 years ago
Mark is very new to Quick Base. I have a session booked with Mark this morning to set up a native data entry form for the Parent and then enter the child Record Data in the form in Grid Edit. So one screen and Save.