I manage information by projects. 90% of the time you are working within a project so going to each tab to view all tasks, contacts, etc. across projects is not useful. My project form is a mile long. What I would like to is create views within a project that are tabbed. I have toyed with buttons that would link me to the "full report" of child records with no success. I cannot get any adoption of quickbase in my company because of this issue. It is too cumbersome to scroll down to manage project data.
It seems like formula URL buttons would work but after spending many hours looking at your help Q&A's and trial/error, I have yet to get it to work.
Ideally, I would go to a project, then I would see the tabs for each project. There is definitely a need for tracking data across projects but that is a management and reporting function. Data is not entered or viewed on a day to day basis like that.
I worked worked with a customizable web-based CRM app a long-time ago. The concept was similar but obviously not as advanced as quickbase. We had the top level tabs on the left....similar to a file menu. Then after you were inside the master record of choice, all subsequent tabs (across the top) were filtered by the master record ID automatically. I understand the UI isn't setup for this but there has to be a way to mimick this functionality. Again, it is a significant hurdle to usability.
Possible solutions could be:
1) Links from a scaled down project form to alternate project forms
2) links to "full reports" of child records