We are updating our Terms of Service.
See our blog post highlighting the changes.
By continuing to use the Quick Base Service, the new Terms of Service will become effective on the renewal date for each account that you manage.
If you do not accept the changes, please notify us thirty days in advance of your renewal date.
QB Courier - There are 3 ways to process email and reminder messages; On Demand, Triggered, Scheduled.
1. On Demand
Send out email notifications/reminders with the click of a button.
Email Messages will be sent
out based upon the configuration record from our
QB Courier Configuration Application.
In order to test, Click here to go to the configuration
record, edit the record and change the "Copy Email" address to the the email address you want the
email to be sent out to. Click the button "Execute On Demand" to process the
record. You will receive an email to the email address you have just entered.
Our configuration application allows you to add/update the subject, the content,
CC email address, BCC email address and from email address of the email. You can
also embed an HTML table into the body of the email.
The emails will be sent out to one/more email addresses based upon the criteria
set up on the configuraiton record.
This type of notification is executed based upon an event occurring in QuickBase and will
process a single record.
For Multiple record processing via Grid Edit, Click here, change the email address to your own and click the Send Email checkbox on the records you would like to email.
to go to QuickBase records to demo this option. This is also our 4-in-1 Demo. We combine 4 add-ons all executed with 1 button click. QB Signature, QB Triggers, Exact Forms Plus! and QB Courier are all utilized in this demo.
Enter the email address that you would like the email to be sent out to.
Click on one of the records, click one of the "sign-off" buttons, sign and save the
signature. You will soon get an email with a document generated by our Exact
Forms Plus tool with your signature embedded in the document.
This type of email notification/reminder can be run on a scheduled basis : daily, weekly or
It also uses the configuration application where you can add/update the details
of the email message.
It is very similar to an On-Demand configuration but you schedule it to run instead of clicking a button to execute it.
Can be used to send out reminders with advanced functionality not available with native reminders in QuickBase
Signatures for QuickBase
Sign off in a Signature Pad popup window. We include 2 options:
1. Capture a signature by itself
2. Capture a signature, a title and review terms and check-off that you accept the terms.
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.
Show fields from Show fields from Show fields from a related table
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When I do a search or a find, is it looking at all applications, my applications, or a specific application?
It depends on where you are and which one you select:
When you perform a SEARCH from your My Quick Base page, you are searching the Name, Description, and Manager fields of all applications. The search results list all of the applications to which you have access that fit the search criteria.
However, when you are performing a FIND on an application-specific page (for example, the Dashboard, Edit Report, or Modify Fields pages), the results include all records within that specific application that match your request and that you have permission to view.
How can I customize the dashboard page?
To edit this dashboard, click the Customize this Page button on the upper right of the screen.
You can design a single custom dashboard for all your users, or create several different dashboards; one for each type of user.
Is there an easy way to create a calendar or timeline from a table report?
Yes. If the application administrator has specified default calendar and timeline settings for an application, you can easily create a calendar or timeline from a table report just by clicking a link. Quick Base uses the default settings as a basis for creating the calendar or timeline.
To create a calendar or timeline from a table report:
Display a table report.
In the menu at the top of the report, click Other, and then click Report Table as a Calendar or Report Table as a Timeline.
Save the calendar or timeline by clicking Save this report.
Note: If calendar or timeline defaults have not been set, then Report as Calendar and Report as Timeline won't appear as options. Read how to set defaults for calendars and for timelines.
We're glad you're interested in doing more with Quick Base!
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Verifying your email lets you share Quick Base with others in your company.
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