Exciting News for QuickBase

By now I am sure most of you have heard that Intuit is selling QuickBase to one of the oldest and most respected growth equity firms, Welsh, Carson, Anderson & Stowe (WCAS). What you may not have heard is how fantastic this will be for QuickBase.

With our headquarters just down the street from QuickBase, we have a clear view into QuickBase operations. And what we see is all good news! WCAS has made certain to keep the existing QuickBase leadership team in place, everyone is happy and they are hiring like crazy to accelerate development efforts, all while making significant leaps in the power and reach of the product. 

Importing Multi-Table Data From A Spreadsheet Into QuickBase

QuickBase makes it easy to import data from a spreadsheet. To import new data into a table, just select the table from the table bar, then choose More and Import/Export. That takes you to a QuickBase page where you can import from a spreadsheet file or paste data from the clipboard. QuickBase parses your data into columns and you can assign each field to an existing column in your table, create a new column in your table, or ignore that particular column. This process works great when your spreadsheet data maps directly to a single QuickBase table.

Sometimes our spreadsheets contain details that really should be mapped to two or more QuickBase tables, which are connected to one another via table-to-table relationships. For example, consider this spreadsheet of contacts you would like to import into QuickBase:

Join us Empower 2016

Join us at EMPOWER2016 – the second annual QuickBase user conference – being held at the GaylordOpryland Resort & Convention Center in Nashville, TN from May 10th to thre 13th. Visit our kiosk, attend keynotes, join panel discussions and breakout sessions, check in with us at the tech bar. You’ll leave with valuable insights, tools and best practices for making the most of QuickBase!

Watch for updates here on Speaker Sessions and special events and don’t forget to use our code: QBGPK8XM to get $100.00 off your conference registration.

The Multi-select Text field

Have you been enjoying the relatively new List-User field, where you can select multiple users in one drop-down, and wished that there was a similar option for Text drop-downs?  Now there is!

With last Sunday's (12/13/15) release of QuickBase came a new field type - the Multi-select Text field.   Create a new field, select Multi-select Text as your field type, enter your options (as many as 50), and save.  Users can now select multiple options at once (up to 20!)...that's good news for all!

Settling for Less in the Cloud?

I've noticed that a lot of organizations, as they move their data to the cloud, don't quite finish the process. To use a football analogy, they drive down to the ten yard line, and then settle for a field goal.

They move CRM, Email, and maybe even Accounting to the cloud. But then they stop before moving the core data thats unique to who they are. Maybe its data from geological sites in the field, or from pharmaceutical trials, or managing construction projects.

That data is tough to move, because it's different for every organization. But it's a lot easier now than it used to be. I hope you'll take a look at my recent white paper to see how it's done.

Reporting gets Easier

You've seen that box a hundred times -- you know, that search box on the top of the page? But did you know you can use it for more than just a simple text search? Certainly, if you type "Complete" in the box, the search will return all records with that word in them. But you can also get a little fancier. If you search for "Complete AND Southern" (without the quotes) you will see all records that include both words. Or if you type "Complete OR Started" you will get all records that include either term. It's all part of allowing you to do almost all your reporting without ever having to actually design a report. Once you have some report data on your screen, you can add and hide columns (using the little down arrow in the column header), sort by just clicking on the column header, and filter by using dynamic filters on the right, or the Search box. The more you can do yourself, the more QuickBase is delivering on its promise to be the database for the rest of us. Though I use QuickBase all the time, I never knew this til I saw my friend Phil Stern doing this yesterday...

You should Learn about QuickBase Sync

Among the hundreds of little changes that the QuickBase team makes every year, QuickBase Sync stands out as something that will change the way we all work. But it is not the flashy part that will make the biggest difference. Yes, it is great to be able to pull data directly from SalesForce, ZenDesk and QuickBooks Online. But those are one-way transfers, and with the thousands of SaaS products out there, you may not be using any of those products.

What is a Portal?

A portal is a website with data that is customized for the individual user. A Customer portal allows you to interact with customers that do not have a license to access your QuickBase data by providing secure, permissions based information you want them to see. Portals provide the opportunity to share files, plan, organize as well as manage activities, tasks and events in a private online environment.

Keyboard Shortcut to Save in QuickBase

Did you know you can use Ctrl + S to save a QuickBase record in record edit mode? Instead of the green save button, try the familiar keyboard shortcut which works for QuickBase in most browsers, including Chrome, Firefox, and Internet Explorer.

Dev Tools for QuickBase

Edit your pages in QuickBase using Ace IDE. Dev Tools for QuickBase provides developers with a set of tools to enhance how code is displayed. Using an ACE editor field to edit back-end code, DevTools for QuickBase delivers an easy-to-use, integrated development environment (IDE) that simplifies and enhances how the code is displayed.
Syntax highlighting for more than 110 languages
Over 20 themes
Automatic indent and outdent
Handles huge documents (four million lines seems to be the limit!)
Search and replace with regular expressions
Highlight matching parentheses
Toggle between soft tabs and real tabs
Drag and drop text using the mouse
Line wrapping
Code folding
Multiple cursors and selections
Live syntax checker (currently JavaScript/CoffeeScript/CSS/XQuery)
Cut, copy, and paste functionality

Pages