AliMohsenian
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Joined 4 years ago
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Linking invoices to documents and combining files.
Ok so I am trying to thing the best way to do this, so any thoughts or ideas are appreciated. We are a car calibration company. We service cars for Collison shops. We have a table of all the cars that we estimate. works great. We just build in estimates and invoices. Works great. So much more amazing data now. When we send invoices to client and they give it to insurance for payment, they fight it. all the time. So we have OEM docs from all the car manufacturers. Every year and every model so 100s of them. Each saying why the work we did is mandatory and should not be skipped. What we would like to do... When we make an invoice it lists the car make model and year. (this is also in a table) I want quickbase to then link up the corresponding OEM doc (a pdf) and ideally add it to the Invoice so when i hit print save as pdf it also adds all the needed oem docs to it so its 1 pdf with everything they need. Crazy? I know i could have it had a hyperlink but they are too lazy to go get them that way so attached to the do would be amazing. ------------------------------ Ali Mohsenian ------------------------------31Views0likes2Comments0 is dropping of when the total ends in 0
We have a number field is set to 2 decimal places and works great. shows the total for the invoice and is great. To print it all nice we added a Rich text field with a formula that shows the total again "<table bgcolor=\"white\" border='0' cellpadding='1' cellspacing='0'\nstyle='width:100%;font-family:Arial;'>" & " <tbody>" & " <tr>" & "" & " <td style='text-align: right'" & " <p><span style='font-size:20px;'><strong>Total: $\n" & Floor([Total Retail], 0.01) & "</strong></span></p>" & " </tr>" & " <td style='text-align: right'" & " <p><span style ='font-size:14px;'>" & "</span></p></td>" & " <tr>" & " </tr>" & " <tr><td style='text-align: center'" & " <p><span style='font-size:16px;'>Thank you! </span></p>" & " </tr>" & " </tbody>" & "</table>" BUT its all perfect UNTIL the total ends in a 0. then it cuts it off... So $795.10 shows as $795.1 Any thoughts what I am missing? ------------------------------ Ali Mohsenian ------------------------------27Views0likes6CommentsRecord picker wont do the browse choices pop up
Normally when we have a grid and click to add something from a report you get a "browse choices" and it pop open a window. We can't get it to do that. It just scrolls through all the choices.. where is option to turn on the pop option? ------------------------------ Ali Mohsenian ------------------------------8Views0likes1CommentKanban Data change
We use Kanban view to track cars we are working on, like tasks. We have the Kanban columns set to who is working on the car. (task) we also have a field that lets us pick what the task is. (Tech, QC, Pick-up, Delivery) Is there a way for the Kanban movement (drag and drop) to change other fields. Like one the car is dragged to ready for delivery the current task automatically changes to "Deliver" vs having to go in and change it. ------------------------------ Ali Mohsenian ------------------------------12Views0likes2CommentsField unique issues.
OK backstory how on this works to see the issue.... We have several Collision shops as clients. We track the cars they have on the lots to know what cars we will have to take and calibrate. We have a table for Vehicles we track. we have a field for RO# per car. The RO# is the # that the client uses in their shop. Works great. easy to find and look up. All our records match theirs and its smooth. We do not let them be Unique as different clients could use the same number. Super rare and not an issue as the car to the client and the VIN are unique. We add car. Pipline adds a folder with the RO# as its title under the client folder in BOX to store the photos. ALL GOOD. but.... 1 client. only 1 of our clients (the only collision shop in the area that does this as we server them all.) They just use the last name of the client. So now what gums it all up is same last names.. Smith, Anderson, Kim, Whatever... It has become an issue. They will not change as they don't care. Is there a way with out have to make a bunch of special rules for 1 client that we can have QuickBase like add a number or something on to their PO# field? but do it right way so its not messing up all our pipline rules? Ideally you select that client and the PO# field knows whatever you type it adding like the record number to it. Anderson-[Record ID#] but not to do that for anyone else. Also how bad will this be now that I have thousands of car records all ready and the PO# is just a text field. Also the moment we save a new Vehicle record Pipline is running of folder creation, email notifications, printing stuff and more all based on that PO# so has to do this before those run. I need the change number done at creation. I can't make the PO# be unique base on client can I? Anyway sorry for the ramble its just an issue i cant seem to solve. ------------------------------ Ali Mohsenian ------------------------------9Views0likes1CommentBox.com as a file storage
Ok so I am confused on moving files to Box.com We are moving files fine to it. But our Quickbase is filling up its 10gig file attachment space like every few days. So, I could just delete the photos from Quickbase as its in box so what. BUT how can i make a link to the box.com folder in the record so its easy to go to the related photos. If that makes sense. everything I try doesn't seem to work. ------------------------------ Ali Mohsenian ------------------------------