Suppose you want to communicate with a colleague regarding the content of a particular record. To start a discussion, you need this person to read the record. So how do you share it with them? Copy and paste it? Send a link to the page containing the record? Both those solutions are cumbersome. There's an easier way. Quickbase lets you email a copy of the record to that person. When you do so, your colleague can read your message and see the record content on the same screen.
To email a record:
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Display a report of the application that contains the record you want to email.
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Click
next to the record that you want to email, then click Email in the Page bar. -
Enter recipients.
Quickbase gives you several ways to specify recipient(s). In the first text box, enter email address(es), Quickbase user name(s), or even group name(s) for those to whom you want to send this record. Use commas, semi-colons, or line breaks to separate your entries. Or, if you want to select users from a list, click Browse Users to open the User Picker.
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Edit the subject and message text if you want and click Send Email in the Page bar.
Tips:
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Recipients see the record exactly as you see it. In other words, the only relevant security is your own View permissions.
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If the record has a file attachment field that has been set to allow open access, the file is available to anyone who clicks the link in the email.
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You can automatically inform others when records are modified, deleted, or added to an application by setting up a record change notification.