Knowledge Base

Our Knowledge Base covers a wide variety of technical topics, from the basic to the complex.

What’s new with the Support Portal?

On June 18th, we’ll be moving the Support Portal into the product. What does this change mean for you?

Quicker, more convenient access to your existing cases

From anywhere in QuickBase, you can click Help on the Global bar at the top of the page, and choose Manage Support Cases to open the portal. From there you’ll be able to view your existing cases, add comments to a case, and open a new case.

You can bookmark the Manage Support Cases page at: https://<accountURL>/qb/support/ListCases (fill in your account’s URL for "<accountURL>").

Access for all QuickBase users

Support for users signing in via SAML: Customers using SAML to sign in to QuickBase can now use the portal.

Support for iOS devices: Customers using iOS devices (iPhones and iPads) can now use the portal.

Easy access to add a new case

After searching on the help panel, click Ask an expert at the bottom of the help panel, then click Open New Support Case to create a new case.

You can bookmark the New Case page at: https://<accountURL>/qb/support/NewCase (fill in your account’s URL for "<accountURL>").

As before, after you enter a support case, a representative will contact you during QuickBase Customer Support hours of operation: Monday through Friday 9:00 AM—8:00 PM (US Eastern time).

Comments

adding fields to activities to make it more user friendly

Example  we put an activity in under a person which is under a company   it only shows company  i want to add

contact person on every activity.

#2  we do mail outs  how to check each person/company to be on a mail list   a sheet listing all on a mailout

able to edit.  also from this list do labels 

RE: adding fields to activities to make it more user friendly

If you're still having this issue, please visit https://quickbase.intuit.com/support/portal/ to. That way one of our support reps can take a look at the app to see what's going on.Thanks,Brian

Hello,

 

In this sithatuon I would visit https://quickbase.intuit.com/support/portal/ to. That way one of our support reps can take a look at your setup to see how best to add the fields as well as look at the possibility of setting up a mailing list.

Thanks,
Brian

Post new comment

The content of this field is kept private and will not be shown publicly.
Type the characters you see in this picture. (verify using audio)
Type the characters you see in the picture above; if you can't read them, submit the form and a new image will be generated. Not case sensitive.

Rate This

0
No votes yet
Your rating: None

© 1997-2014 Intuit Inc. All Rights Reserved.

Online Database VeriSign Secured Web Based Software TRUSTe Certification Online Database SSAE Audit