KimCameron2
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Joined 7 years ago
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Re: Related Records in the Same Table
Since I already have customers with memberships and payments in the Customer table and the child Payments table, can I move the membership to another table without losing the link and I think I would need to move the payments with the memberships as well. Is that possible? Also, how do I create the relationship where one record can have multiple membership records? I apologize for all of the questions, but this would be ideal if I could accomplish. Thanks, Kim36Views0likes0CommentsRelated Records in the Same Table
Hello! I need to "connect" multiple records within the same table that have the same phone number. Each record is a customer with a membership. Sometimes a customer will have a membership and it gets cancelled and then they will rejoin later with a new membership number or even within a different club and this will then cause me to have two records with the same phone number. (And I even have some with 3 or 4 records). I would like to connect them, but what I would like to know is when I go to search using the global search field and it brings up all of the records, is there a way for me to have some sort of indicator of the "good" account? An example: Record 1 Jane Doe 501-999-9999 Club XYZ Mbr# 123456 Status: CXL Record 7 Jane Doe 501-999-9999 Club ABC Mbr#78910 Status: INACTIVE Record 9 Jane Doe 501-999-9999 Club XYZ Mbr#246810 Status: ACTIVE I would like to be able to link/connect/relate all 3 records, but show that Record 9 is the ACTIVE record. I currently use color coding but that does not show when using the global search option and that is what my reps use the majority of the time. Suggestions - I am open to any and all. Thank you, Kim159Views0likes5CommentsYTD Reporting-Best Practices
Hello! I am working on a monthly and yearly sales report and I have run into a hiccup. Scenario: I have a record that is a booking ("sale") that is made in Jan 2025 and then in Mar 2025 the booking is cancelled. The way I have it now is that when the booking is made, the status field changes from quote to booking and then when cancelled, the same field changes to cancelled. In my YTD report, this is causing the booking made in Jan 2025 to not show up due to the cancel in Mar 2025. I understand it is a wash, but I still need the booking to show up in Jan 2025 and then the cancel show in Mar 2025. So, this is what I am thinking for a solution: Create a date field unrelated to the status field that will populate when a cancel occurs and have the report pull of the booking date/status and also from the cancel date report and that should then show both transactions OR create a separate table that will hold the numbers at month end for each month and pull the YTD report from that table? I would just like any input/advice from someone more knowledgeable than myself. I am hoping I am thinking about this in the right way. Thank you, Kim61Views0likes1CommentEOTI Email Help
I have an email that I am sending out to customers that is from the Verifications table. I am pulling the info to verify from the Quotes table and all of that is fine. I also need to pull several fields from the Guests table, which is a child of the Quotes table (I have a summary table in Quotes of the Guests that are included on that particular quote). I cannot get the Guests pulled over into the verification email (which originates from Quotes). #1 When I try to actually pull the summary table from Quotes, it shows up as No Permissions when the email comes through (due to being EOTI). #2 I, for the life of me, cannot recall how to pull the individual fields over instead of using the table? Maybe that will allow me to include them in the email? I have attached pics. I am using 2 pipelines and a notification. Also, how do I clear out the responses on the verification after each entry (i.e. if I had to send it twice I do not want the selections from the 1st time to be included on the second verification)? I appreciate any help that you can give me!23Views0likes0CommentsAuto-ordering or Auto-issuance system
I have a concept in mind and I think that Quickbase has the capabilities, but I just want to get input from others who know a lot more than I do. So, we are a travel company and we have partner companies that purchase certificates from us. Currently, we print them out with a specific code and number on each one and FedEx to partner for distribution. Recently, we have decided that we would really rather the certificates go out digitally and that is going ok. And now, I was wondering if it is possible for a partner to login to their "limited-access" portion of Quickbase and 1-enter in required info (name, email, account#) of person to receive certificate and Quickbase can then generate and email certificate and/or 2-partner logs in and is able to enter amount of certificates to be sent to his location. I am confident that #2 can be done, but I am curious about #1. Please share opinion, info, guidance. I can tend to overthink the obvious. Thank you, Kim CameronSolved144Views0likes1CommentFive9 and Quickbase
Looking to see if there is anyone out there that uses Five9 Cloud Contact Center with Quickbase. Pros/Cons? Please feel free to email me directly if you would rather not post. Thanks, Kim Cameron [email protected] ------------------------------ Kim Cameron ------------------------------39Views0likes0CommentsRe: YR over YR Summary Report
I have all of the member info entered into one table - [NAME] [CONTACT INFO] [MEMBERSHIP #] [ENROLLMENT DATE] [STATUS] and then I have a child table of all "transactions" - [DATE] (enrollment, renewal, cancellation) (if applicable) [COMMENTS]. The [STATUS] field changes according to the transactions. Is this what you needed? ------------------------------ Kim Cameron ------------------------------64Views0likes1CommentYR over YR Summary Report
I am stumped! I am trying to make my current (basic) YOY report better. I have several "clubs" and each of them have new enrollments, membership renewals, and cancellations. I have not had a problem showing the basics, but this is where I am stumped...I would like for the cancellations to somehow reflect when received and also the original enrollment of that member. Here is a brief example: YR-2020 2020 2021 2022 2023 ASC Members 1082 0 0 0 ASC Renewals 0 489 235 191 ASC CXLs 73 2 0 0 So, I am showing all of the activity happening to the members originally enrolled in 2020. I am able to get the individual components but not reflect back on the original year if that makes sense? Or maybe I would need to do a summary report for each year and then pull from each of those to create a true year over year look? If this has made sense to anyone, please let me know what you think. Thanks, Kim ------------------------------ Kim Cameron ------------------------------65Views0likes3Comments