QuickBase Straight Up

It’s common knowledge that an advanced search in QuickBase will look inside the contents of a text field for your search phrase. But did you know that QuickBase can also search inside the full text of file attachments? Simply select the file attachment field and choose either “contains the word” or “contains a word that starts with.” Perform your search, and QuickBase will return all the records that match your query.

 

This feature does not allow you to do complicated searches: QuickBase will only use the first word of your search phrase, and ignore everything after that. However, this is still a handy tool for digging up old records or attachments.

Then click on Connect to New Data Source   

Then choose ODBC DSN.

Then choose QuickBase via QuNect.
Now you’ll need to choose your QuickBase table.

You can edit the recipient list.

Microsoft Word allows you to apply filtering and sorting criteria. It even allows you to find duplicates. The rest of your mail merge conforms to the standard capabilities of Microsoft Word.

Having an ODBC driver for QuickBase opens up alot of possibilities beyond mail merges in MS Word. You can use Crystal Reports or MS Access to generate highly customized reports with sophisticated headers, footers and page breaking. You can flow data into worksheets easily to apply the power of Excel charting to your QuickBase data. You can use FuzzyDupes to dedupe your contact table after importing a list from a trade show you attended. Or you can create a linked server to QuickBase in SQL Server to facilitate moving data between SQL Server and QuickBase. The possibilities are endless!

Have you ever wanted to have two dropdowns, where the options in the 2nd dropdown depended on what you chose in the first? For example, if you were renting a car and you chose “Ford” for the manufacturer, you would then want only Fords to show up in the model dropdown.