KimCameron2
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Joined 6 years ago
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YTD 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, Kim14Views0likes1CommentEOTI 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!17Views0likes0CommentsAuto-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 CameronSolved50Views0likes1CommentFive9 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 kimcameron@vttinc.com ------------------------------ Kim Cameron ------------------------------19Views0likes0CommentsRe: 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 ------------------------------22Views0likes1CommentYR 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 ------------------------------8Views0likes3CommentsSearch Options
Good afternoon! I am curious if there would be a way to have an initial search (that searches only phone numbers) on my dashboard and if no results are found, another search option is available? My issue is that reps are not searching by phone initially and duplicate accounts(records) are being made. I realize that I could make phone a unique field, but we do have some instances where there will be duplicates, so I have been holding off on doing that. Or another possibility would be if phone number field could check for duplicates at entry prior to saving the record, but that would mean a lookup field and I do not want to do that. Any advice...direction...is welcome and appreciated. Thanks, Kim ------------------------------ Kim Cameron ------------------------------13Views0likes3CommentsRe: Multiple lookup fields out of same table
OK, I am going to provide the details and then I will also provide some examples. We have cruise certificates that certain partners (aka Vendors) purchase from us to use as incentives and/or gifting. There are 2 distinct types of certificates: one covers a portion of the cost of the cruise (incentive) and the other one covers the entire cost of the cruise (gifting). Certificates are coded by a Vendor Code, a Location Code, Certificate # and Issue Date. Each certificate has a life of 18 months - it expires 18 months from the Issue Date. The recipient of the certificate must redeem that certificate with my company. All of the certificate information is loaded into a table "Cert Tracker". So, in my table "Customers", I have a lookup field to pull the certificate into the customer record. Up until recently, this has worked great. Now we are having instances where a customer is issued more than one certificate, or 2 certificates but from 2 different vendors, but all falling within the same general time period. For example, Susie renews her membership early with her vacation club and as an incentive to do that, she was given a cruise certificate and then 2 months later, she qualified for a cruise certificate with a completely separate vendor by selling so much of a product. She now has 2 certificates that have to be used within 18 months. Because of this, I was attempting to do the many to many with the middle table, but I am not seeing a way to convert the existing issued certificates over "painlessly". One reason it is important for me to be able to link the certificate to the customer record is because I do pull data regarding overall usage, vendor specific usage, customers using certificate but upgrading, etc. When that customer calls in to book their cruise, we normally provide multiple quotes and I would like to be able to link or reference which quote is done based off of which certificate and then as the quote then becomes a booking, it can show that certificate as redeemed. I do tend to overthink things, so perhaps there is something I am missing or making harder than it truly is. I apologize in advance for that! I am attaching a couple of screenshots, but please let me know what more you need. Thank you for your patience and assistance! Kim ------------------------------ Kim Cameron ------------------------------28Views0likes2CommentsRe: Multiple lookup fields out of same table
Brian, Thank you so much for the other suggestions. And you are exactly right about the difficulty of changing the infrastructure. Our policy has always been 1 cert to 1 person, until recently. So at the moment I am stuck trying to figure out how I would switch over all of my current relationships/link between certificate and customer to the middle man table if that is the route I take. To answer your question, there is never an instance when one certificate can belong to more than one person. And then now, the multiple certificate leads me to somehow linking a booking to a certificate so that the certificate is not used more than once or so that the correct certificate is used with the correct booking. I feel as if this has tossed me into quicksand. I am wondering if the answer might be to add the customer in again and link to original with the additional certificate. Any thoughts? ------------------------------ Kim Cameron ------------------------------12Views0likes5Comments