ReneeWilliams2
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Joined 5 years ago
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Re: Outlook Emails Pipeline
Thanks, Maria. So I guess the follow up question is: Is there a way to grant all employees accessing a record the ability to send an email directly within Quickbase, or would there need to be a Pipeline for each person? ------------------------------ Renee Williams ------------------------------64Views0likes0CommentsOutlook Emails Pipeline
I've created a pipeline to Outlook that will send out an email from a contact record. This was connected to my Outlook account. How do I set it up so that the emails will come from the person updating the record? Does each person have to create a Pipeline that connects to their Outlook email account? ------------------------------ Renee Williams ------------------------------50Views0likes2CommentsRe: Rename columns in a summary report
If you decide to rename an existing field label, would the change impact reports or forms where the field is located, or it the update be applied without a problem? ------------------------------ Renee Williams ------------------------------112Views0likes1CommentRe: Integration of Full Name field
Thanks, Mark. Our exiting First and Last Name fields are used so frequently throughout Quickbase, that I am reluctant to incorporate new name fields. I haven't created a Pipeline yet, but it appears to function similar to Zapier. Hoping to get one set up soon. Thanks for all your help. ------------------------------ Renee Williams ------------------------------24Views0likes1CommentIntegration of Full Name field
We are using a conference platform for our virtual event. In past years we have had to import all attendees into Quickbase. The platform now integrates with Zapier which we could use to have registered attendees automatically imported into Quickbase. The issue is that the platform only collects the full name, and our database has a First Name and Last Name field. Although we have a formula field combining these values, it doesn't appear as a option when I try to complete an import. How can I import a full name field and have it populate the First and Last name fields? Full Name into First Name and Last Name ------------------------------ Renee Williams ------------------------------18Views0likes3CommentsConcatenate with If formulas
I am very new for formulas and could use any help. We are trying to send text message via email. This can be done if you know the provider (ex. 555-555-5555@vtext.com to email to a Verizon cell phone). I am planning fields for cell/text#, list of popular providers, and a field that will concatenate the cell/text# with the associated gateway domain. Ex Cell/text# providers list based on Provider selected 6175555555 Verizon 6175555555@vtext.com T-Mobile 6175555555@tmomail.net Staff should be able to ender the Cell/Text#, select the provider from a dropdown list, and the email field will populate the concatenated results. Any help would be appreciated. ------------------------------ Renee Williams ------------------------------81Views0likes2CommentsRe: Using an external form that feeds into a table?
Hi Suzanne. I just ran across your post, as I currently have the same question. Please let me know if you were able to identify a way to set up an external registration process that feeds into Quickbase. We are also manually entering registrants, which is very time consuming. Uploading registrants is a bit easier for larger events, but we still need to first go through the list to identify individuals with existing records to prevent creating duplicates. I would love to hear how (if) you were able to resolve this problem. Renee ------------------------------ Renee Williams ------------------------------63Views0likes1Comment