Forum Discussion

KimG's avatar
KimG
Qrew Cadet
5 years ago

Recommendations on when to delete or archive contacts

Hi We use QuickBase for our CRM with many contacts who are related to companies, who have notes.  (Three related tables.) We have a long term relationship with our customers that spans years and do...
App builders
governance
MarkShnier__You's avatar
MarkShnier__You
Icon for Qrew Legend rankQrew Legend
5 years ago
Can you tell us what your existing relationships are between Companies, Notes and Contacts?

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
mark.shnier@gmail.com
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KimG's avatar
KimG
Qrew Cadet
5 years ago
Companies to Contacts is a one-to-many relationship.  Contacts to Notes is a one-to-many relationship.

Here's what a basic Company record looks like in our system.  You can see there are three related contacts at this company (-Test Company).  In the bottom section you see the related Notes for each contact at this company.  (This of course is just our test account so there's not a lot of contacts or notes.)


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Kim Gardner
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