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Filters

Filters
 
Sales Rep
Phone
Fax
Mobile
Email
Picture
Manager
Monthly
Quota
($)
Yearly
Quota
($)
Business Card
Opportunities
Add Opportunity
Accounts
Add Account
Leads
Add Lead
This Month
This Year
# Won This
Month
# Won This
Year
($) Won This Month
($) Won This Year
% of
Monthly
Quota
% of Yearly
Quota
Campaigns
Add Campaign
 
Albert Cruz (925) 555-1740 (925) 555-1745 (925) 520-4455 albert_cruz@example.com Chicken.gif Chris Baker $100,000 $1,200,000 Opportunities Accounts Leads
0 0     0.0% 0.0% Campaigns
Chris Baker (781) 555-1234 (781) 555-1213 (603) 436-2011 chris_baker@example.com Chicken.gif Chris Baker $100,000 $1,200,000 Opportunities Accounts Leads
0 0     0.0% 0.0% Campaigns
Colleen Garton (781) 555-1200 x1239 (781) 555-1252 (617) 555-9612 colleen_garton@example.com Chicken.gif Chris Baker $100,000 $1,200,000 Opportunities Accounts Leads
0 0     0.0% 0.0% Campaigns
Gregory Baxter (312) 577-3210 (312) 577-3212 (312) 502-1552 gbaxter@example.com billybee.jpg Todd Jusas $125,000 $1,500,000 Opportunities Accounts Leads
0 0     0.0% 0.0% Campaigns
Keith Jusas               $0 Opportunities Accounts Leads  
0 0         Campaigns
Michael Jordan (615) 555-1234 (615) 555-5678 (615) 284-3469 michael.jordan@gmail.com   Michael Reagan $15,000 $180,000 Opportunities Accounts Leads
0 0     0.0% 0.0% Campaigns
Todd Jusas (617) 555-1212 (617) 555-1313 (617) 444-1414 salesmanager@example.com   Todd Jusas $125,000 $1,500,000 Opportunities Accounts Leads
0 0     0.0% 0.0% Campaigns
TOT               $565,000 $6,780,000                   0 0 $0.00 $0.00   0.0%    
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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, Quick Base 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, Quick Base finds three different locations for Acme. A single value in the column you're converting can only match one value in any additional field. Quick Base 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.

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