I'm new here (caterer). How do I create a customer contact sheet? (Name, number, email, address, date of event, type of event, number of guest, date/time of event)

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I also want to be able to put their company name, how they heard about us, etc.

PLEASE HELP! :)

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Cary

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Posted 4 years ago

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Daniel A

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Hello Cary,

So in the App you want to create a table with the fields you want, then you can customize the form when adding new records for the Contact form. (see the step help links)

http://www.quickbase.com/user-assistance/Default.html#adding_child_databases.html


http://www.quickbase.com/user-assistance/Default.html#creating_custom_forms.html


For further help, you may put in a support ticket for more in-depth help.

Best,

QuickBase customer care