[NON-HA] RE: Getting Started : Add Logo to Quickbase Header
Hi Kirk, Thank you so much for the help with this! I've been trying this several ways, but can't get it to work right. I've tried adding the links below to the left element, but it only shows the URL rather than the image. Can you see what I'm doing wrong? Image posted to Imgur: Imgur Image Link: https://imgur.com/Vh2YWRx Header when link used: Imgur Direct Link: https://i.imgur.com/Vh2YWRx.png?1 Header when link used: Header with fields populated: Thank you! Leah Langowski | Manager, IT User Automation Hawaiian Airlines PO Box 30008, Honolulu, HI 96820 • P: 808.838.6719 [email protected] • HawaiianAirlines.comAdd Logo to Quickbase Header
I'd like to add our company logo to the header area of Quickbase, but am having trouble. If I use the 'Basic' option, the field to insert the logo is too short for the full URL. With the 'HTML' option, I don't know where to put the file so it can be referenced. Ideas? ------------------------------ Leah Langowski ------------------------------
Succeed in Your Trial
Succeed in your Trial Congratulations! You have decided to embark on your first trial experience with QuickBase. This post has been written with your success in mind, hoping to guide you to a successful completion of you trial and sign up as a customer. Trials are intended to give you the ability to put your tests to the software you hope to purchase, to see if what is advertised is truly as described, and to see if the general feel of using the software meets your expectations. In order to succeed at this, I've put together some 'best practices' to implement during your trial to help ensure you enjoy success! Set Aside Time to Work in the Product In order to learn about QuickBase, the platform, and how to build applications successfully, you will need to make sure you set aside time. This is usually the most important consideration when evaluating our platform. Identifying what your purchase timeline is, and lining it up with your teams' timeline to properly make your purchase decision takes some effort, as well as some honest reflection. You will want to be realistic about how much time this process will take, and it's one you won't want to rush. Write Down All of Your Questions You will not be able to know all of the questions that will arise during your trial up front, before you begin, but you should make an effort to identify all of your stakeholders' questions, as well as what they would like to see or learn during the trial. Once you begin to think of your desired solution, new questions may emerge that you never previously thought of. Identify Your Stakeholders Make sure to gain input from all of your key stakeholders. That is, each of the end users of the solution will need to give feedback, ask questions, and state what it is they are seeking in a new solution. Meeting with your team before you begin your trial will help get everyone 'on the same page' and steer your team towards success. Don't Just Wing It, Have a Plan The most successful QuickBase customers are those that know what it is they want to build on the platform, and as they set about on this journey, they continually reflect back to this plan to make sure they are aligned with it. By attempting to build in product with specificity and purpose lends itself to a more successful outcome. Ask Questions This may seem to be obvious, but the more questions you ask, the more detailed your vision of a solution becomes, and this will help you feel more prepared for the change that is coming. We find that the best evaluations are those which include open conversations between customer and QuickBase staff. We always try to ask "what else?" when engaging potential customers, in the hopes of uncovering other items on their wish list that we may be able to help with and provide a solution for. Software evaluations are meant to be a positive experience for all involved, and when you look to use your time effectively by following guidelines such as these, you will ensure a more positive outcome for you and your team. ------------------------------ Sean Padian ------------------------------
Remove Copy this (record) option from the More Dropdown
Hi, When you are viewing a record, is there a way to remove or disable the "Copy this [record name]" option from the More dropdown? I looked under the Role UI options, but don't see this setting. The users can add and edit records, but we don't want them to duplicate any records. Thank you! ------------------------------ Jenni Murray Detroit, MI ------------------------------
USER GUIDE
Hopefully a simple question. Our company is a new QB subscriber. Several of us have already designed new apps and are ready to role them out to the general employee population for use. I'd like to prepare a simple "cheat sheet" or user guide to explain the basics of "using" QB apps (not to design new apps). So, is there a simple user guide (i.e., Using QB 101) that is available within the QB universe or do I need to start from scratch and develop one? Thank you in advance for any feedback. Most importantly, stay safe, everyone. ------------------------------ Bruce Kasen ------------------------------
