Our Knowledge Base covers a wide variety of technical topics, from the basic to the complex.
Knowledge Base
QuickBase Release Notes: November 6, 2011
In our November release, we added several new application templates to help you manage Information Technology projects, customer service interactions, and sales contacts. We also fixed a number of bugs. See the sections below for further information.
Do you have an idea for improving QuickBase? You can share your suggestions by either clicking the orange feedback tab on the My QuickBase page, or visiting the Customer Feedback for Intuit QuickBase forum (http://quickbase.uservoice.com).
New QuickBase Application Templates
We've added ten new application templates. They're available from the Templates tab when you click Create a New Application on the My QuickBase page.
Information Technology Application Templates
These templates have been added to the Information Technology category:
IT Total Management Portal
The one stop shop for an IT team to get the job done! Whether you're managing projects, tracking assets, or resolving issues from team members, this application has it all and can be customized to do it all your way. This application contains the four IT applications listed below. If only certain pieces of the application are needed, each component is available as a separate application in the Information Technology category.
IT Asset Management
Track all of the company's IT assets with one app. Track the location, status, and straight line depreciation schedule of each asset. During the lifecycle of each asset, track maintenance notes, next maintenance schedule, and eventual end result, whether the item was sold, recycled, or discarded.
IT Bug Tracker
An application to track the issues and bugs that plague any workplace or IT environment. Create and track bug records, assign workflow, and follow the history of a bug to its eventual resolution.
IT Project and Release Management
A project management application focused on IT workflow. Use this application with Rapid Application Production processes such as Agile, Scrum, and Lean, or to run every day IT Projects.
IT Ticket Help Desk (released Oct. 10, 2011)
An application that allows employees and company contacts to create IT Help tickets and tracks activities related to those tickets. Use this application as a starting point in end-to-end IT Help Desk workflow, and customize it to meet your specialized needs.
Customer Support Application Templates
These templates have been added to the Customer Support category:
Simple Customer Service Tracker
A simple application to track customers and related interactions. Track phone calls and emails, and upload important documents to the customer record so that customer service representatives have a complete history when assisting customers.
Client Services Call Log
A simple Call Log application to track clients and related interactions. Track clients, log inbound and outbound calls, and schedule future calls or appointments. This application also helps you track the workflow and productivity of employees.
Customer Service Portal
A great way to manage support cases for a customer service team. Track customers and their contact information, and create cases when they need assistance. Use the application to track phone calls and emails exchanged between customer service representatives and customers. The application also gathers feedback through an automated survey that is sent to the customer once their case has been closed so you can make improvements to customer service.
Customer Service Help Desk (released Oct. 10, 2011)
An application to manage customer calls and create support tickets for customer issues. Use this application as a starting point in end-to-end customer service workflow, and customize it to meet your specialized needs.
Sales Application Template
One template has been added to the Sales category:
Simple Contact Manager
A basic application to track customers and related activities for sales teams. Track phone calls and emails, and upload any important documents to the contact record so that application users can see customer history in a glance.
What’s Fixed in QuickBase?
We’re continuing to focus on quality, and have fixed a number of bugs in this release. (As always, all QuickBase releases include bug fixes from previous releases.)
Address Book Issues
See the table below for QuickBase Address Book issues that we fixed in this release:
|
Issue |
Description |
|
QBE004762 |
In Internet Explorer with 1024x768 screen resolution, the OK and Send buttons got cut off at the bottom of the Address Book screen. This issue has been resolved. |
|
QBE004817 |
Searching for company users in the QuickBase Address Book was disabled when the company contained too many users to display in the user list. This issue has been resolved. |
|
QBE005248 |
The Address Book button did not work when you selected Users > Share with a new user from the Report Builder page. This issue has been resolved. |
|
QBE005250 |
Choosing Make a selection from the Address Book search menu cleared previous search results. This issue has been resolved. |
|
QBE005432 |
In FireFox 5, if you made selections in the Address book, closed it, and then reopened it from the same page, the selections still appeared. This issue has been resolved. |
|
QBE005457 |
In Address Book dropdown menus, in some cases you could not select the last user in the list. This issue has been resolved. |
Other Issues
See the table below for other issues we fixed in this release:
|
Issue |
Description |
|
QBE005364 |
If a List - User field was used as the series for a chart report, the legend and axis description included HTML code around each user list. This issue has been resolved. |
|
QBE005503 |
If you had an open email notification set to email the users in a field, and performed any multi-record action, such as using Grid Edit or importing multiple records, to trigger the notification, only the user in that field for the first record received the notification. This issue has been resolved. |
|
QBE005507 |
For realm owners, it was not clear that the "users with access" statistic on the Manage Billing Account > Summary tab referred to the number of users listed on the Users with Access Page. This issue has been resolved; the statistic now links to the Users with Access page. |
|
QBE005522 |
The Help buttons in table size alert messages linked to Knowledge Base articles with invalid URLs. This issue has been resolved; the Help buttons now link to the correct Knowledge Base articles. |
QBE005525 |
When using Test as role, there was a long delay before the “You are using the app as role role” message included the name of the selected role. This issue has been resolved. |
|
QBE005540 |
The online help did not state that List - User fields could not be used in form rules that trigger when the record is saved. This issue has been resolved. |
- Printer-friendly version
- Send to friend
- 10649 reads
Rate This
Similar Articles
Browse by Category
Knowledge Base Categories
Formula Category
about_http_API
access
add
API
APIs
application
applications
apps
automatically
billing
buttons
change
copy
email
error
exact form
excel
export
field
fields
form
formula
formulas
formula URL
http_api
IP
limit
limits
login
page
password
plan
QuickBase
records
Release Notes
release notes
remove
report
reports
SDK
security
size
software
space
status
user
users
video
view
XSL
Latest Community Forum Posts
Comments
HIPAA
Are there plans to make QuickBase HIPAA compliant? Is there any way to encrypt the data?
please contact customer support
While software solutions can help with specific HIPAA requirements regarding data monitoring and auditing, most of HIPAA compliance has to do with actions and functions performed by the business.
Customers who intend use QuickBase to store Protected Health Information (PHI) as defined by HIPAA must enter into a Business Associate Agreement with Intuit Inc. in order to comply with HIPAA. Please contact QuickBase Customer Support (http://quickbase.intuit.com/support) to get more information about Business Associate Agreements.
Hope this helps,
--Sybil
this is a test
http://quickbase.intuit.com/support
http://quickbase.intuit.com/support/portal
HIPAA Compliance
Josh -
QuickBase Services, the firm that I own and manage, has helped dozens of healthcare organizations use QuickBase. We use a combination of native QuickBase features and some additional code to let organizations use QuickBase and be HIPAA compliant. Email me at debbie@quickbaseservices.com or call 510-526-5690 and we can talk.
Debbie
When will you update your app
When will you update your app that allows users to populate a Word document template with input from data fields. Right now it only works with old, obsolete Word versions (Ugh!). This one of the differentiators between QB and Salesforce and I can use it because I have a current verions of Word. Please, someone pay attention to this item. The only solution right now is to go to a third party app provider, Juiced Technologies, who charges insane annual rates and up-front set up fees. Help!!! -- Frank
-- call
contact us
Hi Frank,
If you would like to discuss this matter further, Darren Levy, who handles Channel Sales & Development for QuickBase, is an appropriate contact. Here is his contact information: darren_levy@intuit.com, 781-370-4621. Here's hoping for a satisfactory resolution.
Regards,
--Sybil
Frank, Your comment on the
Frank,
Your comment on the word document functionality being part of the platform is fine but using this as a way to target a company that provides options for functionality that doesn't exist is not fair or appropriate. We have plenty of clients using our add-ons who recognize the value that they receive in return for the price they pay. They also understand that there is a cost associated with providing that functionality so they accept the additional charges. If its not in your budget to pay for additional functionality or services then that's fine but others might not be in your situation. They are looking for a solution now and are happy to pay for one so that is why they look to companies like Juiced, as well as the other QuickBase Solutions Providers, to satisfy their immediate needs.
Keith
possibly fixed?
Hi Frank --
Are you referring to Exact Forms? Our update that went out on October 2, 2011 fixed several issues with this feature that prevented it from working with later Word versions. See http://quickbase.intuit.com/developer/knowledge-base/quickbase-release-n... for details.
Thanks for writing!
--Sybil
Post new comment