Show and Email Tracking Production Status of jobs to my clients

Question

Is there a way to set up in Quickbase to be able to setup some sort of production tracking process and be able to show my clients the status of the jobs and where it is in production. Then I would like to email my clients the status automatically once each department finishes their process of the job.

Is this possible to do in Quickbase and how would I go about setting this up.

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Ryan Beecher
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MarkShnierYou · Answer

It is easy to set up what are called "Open" type email Notifications to send a Notification on a Job as it changes status in production.

However, because you need some security, presumably as to who sees which jobs, you would not be able to allow your clients the ability to log into Quick Base or click a link to see all their jobs unless they had userids. I don't know how many clients you have, but if there are too many to each have a userid, you can allow only the larger clients to have a userid. (There are also special pricing plans available for that use case for "limited users" who might just be seeing a single report of "My open Jobs for My company".

So, yes lots of ways to start with simple email notifications as the job moves through different statuses and go from there to get fancier.

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Mark Shnier (YQC)
Quick Base Solution Provider
Your Quick Base Coach
http://QuickBaseCoach.com
markshnier2@gmail.com
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