Report Templates For Customers
I searched quickbase documentation and cannot find how to or if this is possible. I have a client that sends quotes to customers. Is there a way to create a report that has basic text like "Dear x...
Forum Discussion
I don't know if a report is what you're looking for.
You could certainly have this information displayed in an email, where you can reference fields like [Customer Name] and [Quote Amount] as variable text based on a condition.
You could as create a new field called [Display Text] which would simply be a Text - Formula field that would display something like "Dear" & [Customer Name] & "here is the amount for your quote" & [Quote Amount]. You could then have this field referenced in a Table report to show next to each record.
You could also create a page called "Customer Page" that asks that Customer for their name (or Customer Number) and then displays a filtered report of only their [Display Text] and
You could certainly have this information displayed in an email, where you can reference fields like [Customer Name] and [Quote Amount] as variable text based on a condition.
You could as create a new field called [Display Text] which would simply be a Text - Formula field that would display something like "Dear" & [Customer Name] & "here is the amount for your quote" & [Quote Amount]. You could then have this field referenced in a Table report to show next to each record.
You could also create a page called "Customer Page" that asks that Customer for their name (or Customer Number) and then displays a filtered report of only their [Display Text] and
.
Hope this helps!
