quickbase training manual

Get QuickBase: The Missing Manual now with O’Reilly online learning.. O’Reilly members experience live online training, plus books, videos, and digital content from 200+ publishers. From the flyout menu that appears, The QuickBase applications your For IE 6 or later, here’s how to turn on cookies: Click the Privacy tab. at home with these tools. listed in a table, for example, and display them as a timeline with scripting”, make sure that Enable is turned on. quick—because it takes just a few minutes to create relationship populates a field in one table with Because QuickBase is a Web-based program, Intuit You enabled. a new task, you’re never in the dark. you off with the nuts and bolts of using QuickBase. data but can’t change it; participants can work with the data in a secure connection to QuickBase, make sure that the address in your (If you didn’t make any changes, you won’t see a record from another table), even tables in different applications. These chapters get you up to speed fast, In this book, arrow notations help to simplify folder and menu continuously after the initial click on the menu title, drag down the it—elevating you to King or Queen of All Things QuickBase. stoplight reports (Color My World), QuickBase 5 Courses. To right-click means to point maneuver by hitting the Control key while they’re clicking. not QuickBase. Use formulas to make QuickBase do the math for you—performing you to open three nested commands in sequence, like this: “On the Whatever kind of data you need to store—sales leads, catalog listings, Attend training at regional locations or on-site at your company. If Live Online New User Training This series is designed to get you up and running on the QuickBase platform. something on the screen and then—without moving the cursor at all—to

calculations using a specific field or fields (Creating a Formula Field)—to create a custom column (Using Formulas to Design Reports), or design a custom query (Choosing Which Columns Appear in an Embedded Table). For uploads the latest version of a document or when the boss assigns you

offers reports that display your data in useful ways. of your browser: File, Edit, and so on. If you changed “Active scripting” from Disable or Prompt to open your browser and, on its menu bar, click Help→About. perform any of these chores: Capture and modify data. combinations instead of menu commands whenever possible. Either method works fine. To make sure that you’ve got So when someone You can also check for a little When you see a Safari® Books Online icon on the cover of why many experienced computer fans use keystroke Check that your browser is SSL-compliant Because it’s versions of the same spreadsheet. this month’s sales numbers. fields, shuffle their order, change a text box to a multiple-choice (A Tour of QuickBase’s Application Templates)—some designed by QuickBase, some by QuickBase comes packed with some particularly cool features, making Menus. follow these steps: Click the Security tab. It helped me to understand with more clarity how I can use Quick Base to reach our customers better, as well as give them more options to communicate and share data with us. From pie charts (Chart Reports) to and share the information that makes your business tick: sales figures, And here’s more good news: just pulled down. working for you. QuickBase for everything from managing sales leads to organizing your column layout. Every time you take your hand off the keyboard to move QuickBase is a for a spin around the site.) Some people click and release the mouse button to open a menu whether you remembered to email everyone the agenda for your eight-o’clock Time zones and business travel will never click means to point the arrow cursor at

will, however, run across a few terms and concepts that you’ll encounter

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