Getting Started

Advantages of Salesforce Lite (CRM) for QuickBase

This application is designed to help managers provide Basic CRM functionality -- both sales force automation and customer support, in their organization, at the corporate, division, group or departmental level. This app is provided by www.productivityadvisors.com
  • Explanation of app: This app supports Company situations where there are: multiple Contacts per Company, Contacts have multiple Mktg Activities or Communications attached to them, Support Tickets need to be connected to a Contact (at a Company), Ticket Actions are the Actions or Tasks undertaken by Support Reps to resolve a Ticket (Tickets also support the creation of Feature requests, too) and lastly Messages are connected to Companies as another communication paradigm for this app.
  • This app is configurable and can be deployed in your organization in as little as 2-4 weeks, depending on your specific business requirements.

E-mail us for more information on these and other QuickBase solutions provided by Productivity Advisors

Company List
 
Company Name
Main Phone #
City
Country
# of
Contacts
Add Contact
Add Message
 
Blue Sun Corp (313) 555-6180 Boston   3
Central Services (619) 555-5333 Los Angeles   3
Corellian Engineering Corp (511) 555-2084 Atlanta   3
ENCOM (467) 555-6597 Austin   3
Global MegaCorp (839) 555-1584 Detroit   3
Hudsucker Industries (558) 555-2488 Baltimore   3
Lexoil (370) 555-4397 Memphis   3
Mainway Toys (404) 555-2979 Koloa   4
Oceanic Airlines (112) 555-0984 Milwaukee   4
Productivity Advisors (415) 444-5555 San Francisco USA 4
Slate Rock and Gravel (285) 555-5915 Boston   3
Wayne Enterprises (302) 555-2291 Louisville   3
Weyland-Yutani (384) 555-7316 Columbus   3
Yoyodyne Construction (288) 555-3839 San Jose   3
TOT         45    
Report Name *
Description
Reports and Charts Panel
Each table has a panel listing its reports and charts, organized in groups.
Please wait while your new report is saved...
Field label
Column heading override
Justification
What does auto mean?
Fields in:

Fields to Extract:

Name for the new table:
Items in the new table are called:

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.

Show fields from Show fields from Show fields from a related table