MarkComish
8 years agoQrew Assistant Captain
Re: Onboarding new clients ""opportunities"" ""companies"" contacts
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!
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!