DonLarson
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Joined 7 years ago
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Re: Quote Tool Design Thoughts
What are you selling? There is some sort of architecture about your line items on the quote that should fall out. Products Table? Service Table? Maybe an Item Master with Vendors above that? 500 fields sounds like a lot. Do you first need a Product Configurator to build a BOM which then goes on the proposal? Perhaps a table of Sub Assemblies that then go to the Product and then the proposal.14Views0likes1CommentRe: Suggestions for archiving or closing records
You can write a Pipeline that duplicates the data in a new table and then deletes the old records. You need to really think through all your reporting scenarios to make sure that you are covered. Another answer would be to push all of this data including the relationships out to a real SQL DB. That you can really query it for unique purposes, push to an AI model and so on.19Views0likes0CommentsRe: Move or Delte
In the upper right hand corner of the form is an icon showing three sliding elements. That will put you into edit mode on the form. Each of the form elements will have a small red trash can. Click the can to delete from the form and then click the blue Save button.11Views0likes0CommentsRe: Expense Management App to QuickBase
Expense capture is also done in QB directly by the users as you describe. Taking pictures with a phone camera and inserting them is supported in QB. If you would like a demo, I can show you how it works. Reach out and we can set something up.36Views0likes0CommentsRe: Expense Management App to QuickBase
I had a customer on Concur. The integration was very complex and the Concur costs were high. In the end they transitioned to a QB App for expenses. To match the key functionality of Concur, they added a person in house to take travel requests and do the airline, hotel and rental car booking. This was captured in Quickbase and reported back to the User. The cost savings more than paid for the FTE.50Views0likes2CommentsRe: API Do Query No data Recieved
Have you built a native Quickbase report with the same filters to see if there is data to retrieve? You are using text in your query. Is that a text field, multiple choice text field or a relationship? If the data entered has changed then the query can be correct.18Views0likes0Comments