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...
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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.
_anomDiebolt_'s avatar
_anomDiebolt_
Qrew Elite
8 years ago
That may be a more appropriate solution for him at this point in time .

But I just wanted to demonstrate that we have reached convergence and nothing is impossible in QuickBase with script.