Tell us what you want… Webinar topics

Since several of you mentioned that you would like to see more Webinars to help with learning best practices, I have a follow-up question as to your top 10 list of topics. You can be group specific, like "Solutions for sales teams", or features specific, like "Best practices for Grid Edit", or even open ended like "Stump the Developer". But, please share your best ideas for Webinars.

Just FYI, we are working with different teams at Intuit to have them lead Webinars and show their applications. I’ve already gotten agreement from our SOX compliance team, Community Giving/Volunteer team, an engineering team (our Web Commerce Group), and a finance team (budget tracking). We are planning our first one in January and hope to do one each month after that. If you want to volunteer to share what you have done in a Webinar, tell me!

  • Mark Shnier

    I have lots of applications, but one that may be of general interest to others might be the one we use for encouraging front line employees to make suggestions for improving processes, reducing errors, or reducing cost.

    Employee make specific suggestions (ADD Record) – large or small – we want them all.

    The Suggestions “live” as being open until they are either implemented, or turned down, if we find that they are not practical. They are awarded Points – 3 points for a valid Suggestion for Improvement, and 7 additional points when the idea is implemented. The points are slotted into quarterly buckets.

    For the most part, the rewards are non monetary – trophy’s and peer recognition, and things like “the best parking spot”, or maybe movie coupons.

    The QuickBase application makes it a breeze for everyone to make suggestions, be automatically notified whenever it is updated, for managers and supervisors to see what outstanding ideas are out there that need a nudge to get “closed out”, to track the points quarterly and annually (to declare winners for recognition purposes).

    In terms of technical features, it makes use of Summary Table views to sort up the points, email notifications to let those involved in a Suggestion know that it has been updated, Monthly notifications to advise which ideas are sitting out there that look to be getting stale – i.e. they have been sitting unmodified for too long. It demonstrates really really basic HTML on the Overview screen to add a record ( A realy big “Click Here to make a suggestion”) – so that participants don’t have to hunt around for how to make a suggesiton. It also uses a technique to extract the date that a field was changed (by parsing the “Append only” text”), to get at the date so it can be slotted into a Quarterly bucket for points tracking purposes.

    If that sounds like it might be interesting to other QuickBase Users, I would be happy to demo it.

    Mark Shnier

    [Reply]

  • Mark Shnier

    I have lots of applications, but one that may be of general interest to others might be the one we use for encouraging front line employees to make suggestions for improving processes, reducing errors, or reducing cost.

    Employee make specific suggestions (ADD Record) – large or small – we want them all.

    The Suggestions “live” as being open until they are either implemented, or turned down, if we find that they are not practical. They are awarded Points – 3 points for a valid Suggestion for Improvement, and 7 additional points when the idea is implemented. The points are slotted into quarterly buckets.

    For the most part, the rewards are non monetary – trophy’s and peer recognition, and things like “the best parking spot”, or maybe movie coupons.

    The QuickBase application makes it a breeze for everyone to make suggestions, be automatically notified whenever it is updated, for managers and supervisors to see what outstanding ideas are out there that need a nudge to get “closed out”, to track the points quarterly and annually (to declare winners for recognition purposes).

    In terms of technical features, it makes use of Summary Table views to sort up the points, email notifications to let those involved in a Suggestion know that it has been updated, Monthly notifications to advise which ideas are sitting out there that look to be getting stale – i.e. they have been sitting unmodified for too long. It demonstrates really really basic HTML on the Overview screen to add a record ( A realy big “Click Here to make a suggestion”) – so that participants don’t have to hunt around for how to make a suggesiton. It also uses a technique to extract the date that a field was changed (by parsing the “Append only” text”), to get at the date so it can be slotted into a Quarterly bucket for points tracking purposes.

    If that sounds like it might be interesting to other QuickBase Users, I would be happy to demo it.

    Mark Shnier

    [Reply]

  • Melissa Ritter

    Topics I’d like to be covered in Webinars:

    -Clarification on relationships, lookup fields, reference fields, etc.

    -Exact forms: printing multiple records on 1 page, in a nice format.

    [Reply]

  • Melissa Ritter

    Topics I’d like to be covered in Webinars:

    -Clarification on relationships, lookup fields, reference fields, etc.

    -Exact forms: printing multiple records on 1 page, in a nice format.

    [Reply]

  • Ramón

    I have been a user of Quickbase for 3 years now and I think it is magnific application to increase collaboration, visibility and productivity, and at the same time, reduce IT costs.

    Yesterday, I got to know Salesforce.com initiave called APPEXCHANGE ( https://www.salesforce.com/appexchange ). As you maybe aware, Salesforce.com is developping a Bussiness Application Exchange, running on their ASP platform, where independent application developpers would be able to deploy and offer their own business applications. Salesforce.com facilitates the selling of their applications (best called “services” instead of “applications”) for a monthly fee.

    I had always thought where was the next application I would deploy within my organization. I was sure someone else had something already developped in QB which could be helful for my company….Salesforce has already thought about it and apparently, with an initial high participation of Independent Software Vendors. It seems you are somehow moving as well with the seminars. Are you planning to go in the same direction? What about an application exchange within QB users and maybe Developpers?.

    Happy New Year. Kind Regards

    Ramón

    [Reply]

  • Ramón

    I have been a user of Quickbase for 3 years now and I think it is magnific application to increase collaboration, visibility and productivity, and at the same time, reduce IT costs.

    Yesterday, I got to know Salesforce.com initiave called APPEXCHANGE ( https://www.salesforce.com/appexchange ). As you maybe aware, Salesforce.com is developping a Bussiness Application Exchange, running on their ASP platform, where independent application developpers would be able to deploy and offer their own business applications. Salesforce.com facilitates the selling of their applications (best called “services” instead of “applications”) for a monthly fee.

    I had always thought where was the next application I would deploy within my organization. I was sure someone else had something already developped in QB which could be helful for my company….Salesforce has already thought about it and apparently, with an initial high participation of Independent Software Vendors. It seems you are somehow moving as well with the seminars. Are you planning to go in the same direction? What about an application exchange within QB users and maybe Developpers?.

    Happy New Year. Kind Regards

    Ramón

    [Reply]

  • james lacorte

    This is great. The voluntter one and budget ones are very important to me.
    Do we need to visit here for dates?

    [Reply]

  • james lacorte

    This is great. The voluntter one and budget ones are very important to me.
    Do we need to visit here for dates?

    [Reply]

  • http://www.quickbase.com/ Jana Eggers

    James, I was DEFINITELY going to write you directly on the volunteer date (you’ve been very patiently waiting), but yes, we’ll post here and likely on the My QuickBase news page. Other ideas of where folks would like to find announcements would be good.

    Right now, I think we are just about set to schedule the volunteer one for the 31st of January, but I’m having a meeting on Friday to confirm that.

    Thanks for all of the ideas… I’ll give you an update as we look for and learn more.

    Thanks,
    Jana

    [Reply]

  • http://www.quickbase.com Jana Eggers

    James, I was DEFINITELY going to write you directly on the volunteer date (you’ve been very patiently waiting), but yes, we’ll post here and likely on the My QuickBase news page. Other ideas of where folks would like to find announcements would be good.

    Right now, I think we are just about set to schedule the volunteer one for the 31st of January, but I’m having a meeting on Friday to confirm that.

    Thanks for all of the ideas… I’ll give you an update as we look for and learn more.

    Thanks,
    Jana

    [Reply]

  • Moniboniz

    Hi people… :)

    [Reply]

  • Moniboniz

    Hi people… :)

    [Reply]

  • Anonymous

    I’m not sure if I am making my suggestion in the right place if not please let me know where I should.  Our office uses QuickBooks Enterprise Solutions and we have a few hundred accounts.  We would like to be able to send an e-mail message to all of the users at once and not have to link it with an invoice or a statement.  Using Outlook to send this e-mail is not an option.
     
    Thank you,
    Brenda

    [Reply]

    Intuit QuickBase Reply:

    Brenda, This is a blog for a different Intuit product called QuickBase. I suggest you reach out to QuickBooks customer support: 
    http://support.quickbooks.intuit.com/support/ContactUsPhoneList.aspx

    [Reply]