Application Profile
ABC Sales Opportunity Tracker with Outlook Add-In 1
Customer
Example Application  
SendToQuickBase (SoftTech), is an purchasable Add-In for Microsoft Outlook that allows you to automatically save email messages, contacts, meeting requests, tasks, and more into your QuickBase database. You can save both Sent and Received email messages.  This QuickBase Sales application contains integration with SendToQuickBase and is an example of one integration with a sales application.  You can use SendToQuickBase with any QuickBase application that needs Outlook integration.

Common Uses:
- Saving emails sent to sales leads, thus creating a history of the sales cycle for all to view.
- Share your Outlook Contacts with others in your organization by saving them into QuickBase.
- Maintaining a history of email correspondence with customers or clients.
- Keeping a log of customer support emails sent via Outlook.
- Tracking comments made through email on a project in a team environment.  … and more.

To learn more or purchase SendToQuickBase visit SoftTech's website at http://sendtoquickbase.com.  SoftTech is a Certified Intuit Solution Provider.
Install from library
Free
Accounts
Contacts
Opportunities
Activities
Sales Reps
Software
Add-ins
Customer Support
Sales
Outlook, add-in, sales, support, softtech, sendtoquickbase, sendtooutlook
45
Reviews
4.0 2
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When you bring additional fields into a conversion, Quickbase often finds inconsistencies. For example, say you're converting your Companies column into its own table. One company, Acme Corporation, has offices in New York, Dallas and Portland. So, when you add the City column to the conversion, Quickbase finds three different locations for Acme. A single value in the column you're converting can only match one value in any additional field. Quickbase needs you to clean up the extra cities before it can create your new table. To do so, you have one of two choices:

  • If you want to create three separate Acme records (Acme-New York, Acme-Dallas and Acme-Portland) click the Conform link at the top of the column.
  • If the dissimilar entries are mistakes (say Acme only has one office in New York and the other locations are data-entry errors) go back into your table and correct the inconsistencies—in this case, changing all locations to New York. Then try the conversion again.

Read more about converting a column into a table.