SendToQuickBase Integrates Email with Intuit QuickBase

Share Article

The gap between email programs, including smartphones and tablets, and QuickBase has been bridged using the recently released version 4 of SendToQuickBase from SoftTechExperts.

Save emails into QuickBase from anywhere.

Save emails into QuickBase from anywhere.

Our Sales Reps can email quotes, sales announcements and purchase updates and have those emails put directly into the customers activities. It's great! I highly recommend SendToQuickBase.

The gap between email programs, including smartphones and tablets, and QuickBase has been bridged using the recently released version 4 of SendToQuickBase from SoftTechExperts. SendToQuickBase allows emails to be saved directly into your QuickBase Application. The email message is automatically related to any existing QuickBase record such as a customer, sales lead, or project record. In addition, when using Microsoft Outlook, you can also save contacts, calendar entries, tasks and notes directly into QuickBase.

Lori Rae Snelling, Data Manager at Custom Medical Specialties, says, "Our Sales Reps can email quotes, sales announcements and purchase updates and have those emails put directly into the customers activities. It's great! If you are using QuickBase and rely on communication via email, I highly recommend SendToQuickBase."

No matter how email is sent and received, SendToQuickBase can be used to save that email. This includes emails from smartphones and tablets, such as iPhone, Android phones, Blackberry, iPad and all others. If emailing from a PC or a Mac, whether using a desktop program such as Outlook or Apple Mail, or web-based account such as Gmail, Hotmail or Yahoo! Mail, the email can be saved using SendToQuickBase. No software installation needed on the computer or smartphone.

SendToQuickBase is fully configurable, allowing users to select the QuickBase Application database into which the information is saved. When used with Outlook, SendToQuickBase is an add-in for Outlook 2003, 2007 or 2010. A new set of buttons appears right inside Outlook, allowing users to save one or more email messages, contacts, calendar entries, tasks, or notes with a single click.

To learn more about SendToQuickBase, visit SoftTechExperts.com.

About SoftTechExperts, LLC
SoftTechExperts was founded by Joe Acunzo in 2003 to produce software products and perform consulting with a focus on integration of database and web applications. Acunzo has over 30 years experience from both a business and technical standpoint, and he is the architect of numerous award-winning software products for Microsoft Windows. His areas of expertise include workflow, document management, web and database solutions. Visit SoftTechExperts at http://www.SoftTechExperts.com.

###

Share article on social media or email:

View article via:

Pdf Print

Contact Author

Joe Acunzo
Visit website