Posts Tagged ‘QuickBase’
by Kirk Trachy under Partner Corner
Explore innovative ways to extend QuickBase Exact Forms and Calendaring functionality with two components from Juiced Technologies.
Exact Forms Plus! and the Scheduler were developed by Juiced Technologies to create feature rich enhancements to QuickBase’s Exact Forms and calendar components. Exact Forms Plus! enables you to generate MS Word and/or PDF documents in QuickBase and Scheduler provides multiple daily/weekly/monthly calendar views along with drag and drop calendar editing.
Join us when we speak with Keith Jusas, founder of Juiced Technolgoies for a technology webinar on Thursday, November 19th at 2:00 PM Eastern time. Register here.
Keith Jusas is founder of Juiced Technologies a Certified QuickBase Solution Provider that provides integration and development services as well as technology tools for QuickBase. http://juicedtechnologies.com/
by Kirk Trachy under Uncategorized
If you have ever want to use QuickBase to create email marketing campaigns and track their effectiveness through to sales close, then join us on Thursday, October 29th at 2:00 PM Eastern time when Scott Wyatt, CEO of Advantage Integrated Solutions, (http://advantagequickbase.com) will demonstrate and answer questions about their Advantage CRM+ offering.
This QuickBase webinar will show you how Advantage CRM+ works in QuickBase and uses built-in integration with Vertical Response’s, (www.verticalresponse.com) email campaign management engine. Advantage Integrated Solutions is a Certified QuickBase Solution Provider offering application development and custom integration services.
You can register at http://quickbase.intuit.com/webinars/.
by Kirk Trachy under QuickBase News
Tune in Thursday 9/24 at 2pm Eastern time for a webinar entitled: “ How to add Microsoft Outlook to QuickBase”. This open webinar showcases “SendToQuickBase” and “SendToOutlook” an Outlook integration product from SoftTech, Inc. “SendToQuickBase” bridges and extends QuickBase so users have full Outlook Integration for email, meetings, appointments, tasks and contact updates.
Anything that is in Outlook is sent to QuickBase and anything in QuickBase can be sent to Outlook.
Joe Acunzo, President of SoftTech, Inc. will be on hand to show how to set up and use “SendToQuickBase” and “SendToOutlook”. If time permits we will dive in to how this product is used for routing inbound emails directly into QuickBase (i.e., email requests) and how companies use this for logging QuickBase events.
The webinar is entitled, “ How to add Microsoft Outlook to QuickBase” and you can register at http://quickbase.intuit.com/webinars/.
This is one of 10 live and interactive webinars we hold each week. All are welcome.
by Kirk Trachy under QuickBase Advice & Tips
I got an email from Ryan who wants to create a unique identifier for each of his sales opportunities.
QuickBase already creates unique identifiers. Sometimes they are called Record IDs and in the case of his application (Sales Force Automation), the counter is a key field named [OpportunityID]. Whichever field name it is, it is counting every time a new opportunity is created. You can use this field or add to it by adding a number to make it larger say… a four digit number or you can add text to it by concatenating the text from some other text field to make this separate new formula text field.
If your want the result to be a number then use a formula numeric field and enter something like “[OpportunityID]+1000″.
If you want your result to be mixture of numbers and text like the company name then use a formula text field and add something like this: “ToText([OpportunityID]&”"&[Account - Company Name])”.
In other words, if the [OpportunityID] is “57″ and the [Account - Company Name] field is the company who’s name is “5M” the formula text field puts them together so they look something like: “575M”.
Here is an brief overview video:
We do things like this in our webinars every day. You are welcome to pop in and we can do it live.
by Kirk Trachy under QuickBase Advice & Tips
You can enhance your QuickBase Lead Tracking, Sales and CRM applications by adding a LinkedIn button that does intelligent lookups into LinkedIn. Frequently we call people and companies and we wished we knew more about who we are calling. Try adding a simple button to your application QuickBase. QuickBase will pass the company and contact’s name to LinkedIn for a quick lookup.
All you need to do is add the following to a new Formula URL field:
“http://www.linkedin.com/search?search=&sik=1178917462007&keywords=”&URLEncode([Name]&”+”&[Company])
If you only have “First Name” and “Last Name”, modify the link so it reflects your usage. Like this:
“http://www.linkedin.com/search?search=&sik=1178917462007&keywords=”&URLEncode([First Name]&”+”&[Last Name]&”+”&[Company])
We talk about things like this in many of our 10 weekly live webinars. All are welcome whether you want to ask questions or just watch.
http://quickbase.intuit.com/webinars/
Have a blast with your QuickBase.
Kirk Trachy
Intuit QuickBase | 781-370-4438 | kirk_trachy@intuit.com
by Kirk Trachy under QuickBase Advice & Tips
A writer asked me the other day, “What is QuickBase’s most distinguished feature?”
If you have been a QuickBase user for any time you are probably reeling like I did. Where to start? There are so many.
I landed on one of QuickBase’s core functions. Its role functionality.
If you have ever attended one of my 10 weekly webinars you will hear me say, “If you can say it, you can do it”. The role functionality describes what you can “see” and “do” right down to the field level of any table in any application for any customer, client, user or administrator. I have been with QuickBase for almost five years and have yet to come across a scenario that we have not been able to address with QuickBase roles.
You can create as many roles as you like and make them as unique and customizable as you like. One large retailer decided to take this to an extreme with over 1,000 unique roles and dashboards. That wasn’t really necessary but it is an example of how open and flexible QuickBase is.
Each role in QuickBase can control a default dashboard, whether you want the drop down menus and tables accessible, and it allows you to dissect each table and control its “Add”, “View” and “Modify” functionality right down to the field level. The process is the same for each table, so what you did for Contacts and Opportunities is the same as what you will do for Projects and Tasks.
A popular functionality is taking ANY unique role and assigning this role to an anonymous user we call, “Everyone on the internet”. That means that people on the internet who are not QuickBase users can do anything an Administrator can do. In reality, people usually pare back the role that they extend to anonymous users. Maybe they allow them to add records and receive email notifications on status changes. By the way, maybe you want different roles to have different dashboards? You can. You can also have a different web Form for each role as well. That isn’t just for adding a record. This applies to editing, displaying and grid editing forms as well. What you see on add may be different on the resulting displayed view and still different on edit and still different on grid edit.
Let me take this one step further. You can overlay as many roles as you like with as many users as you like too. For instance maybe you want to copy a role used by other people but just add this one very small approval field that no one else has access to, you can.
An example of an “Everyone on the Internet” application can be viewed by anyone at:
https://www.quickbase.com/db/bcyiggmep
Click the “Add a Request” button:
https://www.quickbase.com/db/bcyiggmeq?a=GenNewRecord
The above form is actually way different than the internal form and contains much behind the scenes linking and workflow. All controlled with role functionality.
Another example of the power of QuickBase roles is the QuickBase Project Manager 4 in 1 application. It actually is one application but with 4 distinct levels of functionality for all the roles.
Check a copy from our application library at:
https://www.quickbase.com/db/bbtt9cjr7?a=dr&rid=528
To get a copy, click the “Get App” button.
If anyone has a request for a particular new application, let me know. You can always find me in one of our ten weekly live webinars by registering at:
http://quickbase.intuit.com/webinars/.
Have a great day.
Kirk Trachy – QuickBase Evangelist
by Philip Gross under Inside QuickBase
Jim Salem, our chief architect, will be presenting the QuickBase architecture to the IASA New England chapter on April 23d. If you are in the area, and are interested in the nuts and bolts of how QuickBase is built, come on by! You can register at: http://bit.ly/odJjm
Details are below:
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Inside SaaS: Deep Dive into the Intuit QuickBase Architecture
Examine a rich software-as-a-service platform in detail. Used by over half of the Fortune 100, Intuit QuickBase solves critical business problems via its easy-to-use and easy-to-customize applications.
Jim Salem, QuickBase’s architect and co-founder will present its unique, highly scalable application engine which seamlessly integrates multiple web services including database, email, workflow, and reporting. We’ll discuss its patented active-active load balancing technology that has made it one of the most reliable, fast and proven SaaS technologies today.
Its Windows-based hosting technology has been extended as the basis for the Intuit Partner Platform, a service for RIA developers to deliver QuickBooks-integrated applications to small businesses. We’ll cover key design choices in data flow, network, and container design that have made QuickBase especially suited to hosting diverse applications for thousands of businesses.
Jim Salem
For the past 25 years, Jim Salem has been a pioneer in distributed computing and in the software/platform as a service space. He has extensive experience in all aspects of internet service delivery including scalable hosting infrastructure design, automated application provisioning, efficient resource management, and 24×7 operations.
In 1999, Salem co-founded Intuit’s QuickBase, where he has been responsible for architecting and delivering fast, reliable PaaS and SaaS services to hundreds of thousands of users. While at Intuit, he has held senior management positions in engineering and operations. Salem is currently the Platform-as-a-Service Group Architect.
Prior to Intuit, Salem served as Director of Web Hosting Engineering at GTE Internetworking (BBN Planet) where he supported thousands of servers in ten data centers. Earlier, he was a senior engineering manager at Thinking Machines, which developed a 65,536 processor parallel computing platform. Salem earned a B.S.E.E. degree from M.I.T. in 1984.
Date: April 23rd, 5pm-8pm
Location: Intuit Offices
100 5th Ave
7th Floor
Waltham, MA 02451
Agenda:
05:00pm-06:00pm Networking
06:00pm-06:15pm Chapter Announcements
06:15pm-07:30pm Inside SaaS: Deep Dive into the Intuit QuickBase Architecture
Register at: http://bit.ly/odJjm
