Solved
The best way to collect info from a client?
Hello everyone!
I am developing a Quick Base app for Real Estate and I am stuck here:
When a [Client] wants to rent an [Apartment], they must send me an [Application].
The [Application] contains a lot of information that will already be on Quick Base, such as the [Client] name and number, as well as the [Apartment] address.
However, to complete the [Application], I need each [Client] to submit additional information, such as:
- Annual Income
- Social Security Number
As well as upload a few PDFs:
- Bank Statements
- W2
What is the best way to collect this data so it's plugged into my tables on Quick Base?
Thank you kindly!
Rez
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Rez Cury
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I am developing a Quick Base app for Real Estate and I am stuck here:
When a [Client] wants to rent an [Apartment], they must send me an [Application].
The [Application] contains a lot of information that will already be on Quick Base, such as the [Client] name and number, as well as the [Apartment] address.
However, to complete the [Application], I need each [Client] to submit additional information, such as:
- Annual Income
- Social Security Number
As well as upload a few PDFs:
- Bank Statements
- W2
What is the best way to collect this data so it's plugged into my tables on Quick Base?
Thank you kindly!
Rez
------------------------------
Rez Cury
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- Depending on your application/circumstances; you would need a brand-new table. This can either be in your existing application; or in a totally separate application.
You then need to build an EOTI role. (everyone on the internet). You need to lock this role down to the n'th degree and make it so that role can ADD records to your new table; but cannot view or edit any records. Turn off all the menu icons; turn off every setting except Add Records.
Then build a form in your new table in the layout you want for them to enter the information.
Add a new user "everyone on the internet" (an actual user if you type it in that way) and assign that new "user" to the new EOTI role you built.
Then, all you need to do is to simply post a URL link to the page where you Add a Record and allow your customer/clients to add new records and upload the files etc.
You will probably need some kind of message on the Home Page that you assign to the EOTI role so they know what to do if they click "HOME" by accident in the Application.
You can then extend the functionality of the table in the ways I suggested "connections" to other tables/apps.
You can do an iFrame on a website and embed the GenAddRecordForm in a website page; but my experience recently with this; is that you have to accommodate the mobile-data entry users; which may require two separate Forms. We cannot always assume your data entry will come from a computer/laptop.
You can embed a simple hyperlink on a site or in your emails or do a bitly link... either way the full url they will go to will be usual URL you see when adding a record.
Keywords to search for would be iframe, everyone on the internet, website integration..
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Laura Thacker (IDS)
laura@intelligentdbs.com
(626) 771 0454
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