Date Formatting
Hello: I am just trying to change date formats in Quickbase. Normally I would have: 07-22-2020 Would like to change the hyphens to backslash: 07/22/2020 I am outputting a CSV file for import into an accounting program. Accounting program does not recognize hyphens. I am hoping this is a simple fix. Thank you, Dirk ------------------------------ Dirk Ruana ------------------------------
Running an Excel/CSV through Salesforce
Hi all, I'm a sales manager here in Chicago and brand new to QuickBase. I'm also pretty new to my current company and our Salesforce data is atrocious. Before I can even begin to fix some of the back-end processes, I need to find a way to upload all of the disparate lead repositories that my teams are working from (word docs, excel files, google sheets, etc.) Is there an Exchange app or process you could recommend that would allow me to upload an excel or csv file and recieve a report of which of those accounts are in Salesforce already (based on account name, address, phone number, homepage url, etc.) and the current account owner? Separately, if there's an existing Exchange app that would allow me to upload new accounts and contacts into Salesforce from an Excel or CSV file and assign account owners automatically, that would be incredible as well. Thanks, ------------------------------ Matt Chinnis ------------------------------
Archiving an Application
Hey guys, I just wanted to share a desktop application I created that archives records. Original this tool was built for users who were looking to migrate off Quicbase and needed their data preserved. Quickbase offers to export data as a spreadsheet or xml file; but oftentimes this export the data is not human-friendly. You can see a sample PDF of what this thing outputs, on the link below: http://paultrimor.com/paulncks/quickbase-pdf-archiver/ If you are a Developer and would like to contribute This project is open source and I do not intend to make any profit off of this tool.My vision is for non-technical users of Quickbase to comfortable of using the tool. paultrimor/Quickbase-PDF-Archiverhttps://github.com/paultrimor/Quickbase-PDF-Archiver ------------------------------ Paul Trimor ------------------------------
