How to Automate Your Client Intake Process in Quickbase Using Juiced Add-Ons скачать в хорошем качестве

How to Automate Your Client Intake Process in Quickbase Using Juiced Add-Ons

This video tutorial will show you how to fully automate your client intake process in your Quickbase application using Juiced Add-Ons/Plugins Exact Forms Plus and Courier. From installation to the formulas needed, this document generation and emailing process will result in a completely hands off client intake process. Great for Quickbase developers!! Timestamps: 0:00 Use Case Overview 5:02 Formula Rich Text Parameters for Intake Form Data 6:48 Setting Up Your Email Notification with Courier 15:41 Customizing Your Intake Form/Exact Forms Plus Batch Processor 22:41 Kicking off the Process Upon Intake Form Being Submitted 30:53 Sending the Email Office Hours are held weekly at 2pm EST. Sign up here: https://us02web.zoom.us/meeting/regis... Curious about our Add-Ons for Quickbase? Check out our demo application here: https://juicedtech.quickbase.com/db/b... Follow us on… LinkedIn:   / juiced-technologies-inc  . Facebook:   / juicedtech   Twitter:   / juicedtech   Instagram:   / juicedtech