Is it possible for a user to create multiple 'records' at a click of a button based on a searched criteria?

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  • Updated 6 years ago
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I have a CRM database on Quickbase, with four tables:

Customers
Contacts
Opportunities
Activity

What our Sales manager has asked is can I do it so they can 'select a number of customers' to call and then press a button so that it creates an actvtivyt for them to do tomorrow, but only for the ones they selected. They will search for the ones they want by X criteria and want to create the calls for them.

Once they are created they will want a report to show them (That I can do no issue) but its the first bit I don't really know where to start with......

Any ideas?
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stuaz

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Posted 6 years ago

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Surya

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This can be done using JavaScript custom coding.
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stuaz

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Do you know someone that could do this?
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Surya

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The skillsets needed for that would be as follows:

1. QuickBase (of course)
2. JavaScript
3. AJAX
4. JSON and/or XML.
5. jQuery

There are many folks out there who have those skills, just as I do too. If you need my help, please contact me at svavantsa@gmail.com.