SendToQuickBase Cloud Feature
The SendToQuickBase cloud feature lets you easily save your email messages into your QuickBase Application without installing any software, preserving it in the cloud for access anywhere you're online. This feature is made possible given that saving into QuickBase simply requires that you include a special email address on your outgoing email messages (either in the To, Cc, or preferrable the Bcc), or forward incoming messages to that email address.
Given this approach, SendToQuickBase can be used with any email program on any computer, running any operating system -- including smartphones and handheld devices. For example:
- Windows (Outlook, Thunderbird, any email program)
- Mac (Apple Mail, Entourage, any email program)
- Gmail on a PC, Mac or Linux
- Yahoo mail
- Android phones
- Blackberry
- iPhone
- iPad
... any email program at all!
How to Save Emails Using Cloud Feature
Your SendToQuickBase Administrator creates your special @SendToQuickBase.com email address when they create the "Mapping" that defines where information is stored in QuickBase. For example, the Admin may create , or any other variation they see fit.
Contact your SendToQuickBase Administrator to obtain the correct email address and begin saving with our cloud feature!
One-Time Setup
There is a one-time setup needed before you can save emails using this approach. You must set your QuickBase password as follows:
- Open your Internet browser, visit the My QuickBase page and click the SendToQuickBase License Management Application.
- On the page that opens, locate your User record, and click Edit. If you cannot locate your User record, ask your SendToQuickBase Administrator to add you to the License.
- On the User page, click "Set Password". Note that you must allow pop-up windows from quickbase.com.
- On the password page, enter your QuickBase password twice, and click "Submit".
- Back on the User record page, click "Save".
That completes the setup, however, if you change your QuickBase password, you must go through this procedure again.
Saving Sent Messages
To save an outgoing email you are sending, simply include the special email address in your Bcc (recommended), or To, or Cc.
While putting the email address in the To or Cc will save the message into QuickBase, if the recipient does a Reply All, an attempt will be made to save the message into QuickBase. However, since the message won't be coming from you, it will fail to save.
Saving Received Messages
To save an email you have received, simply forward that message to the special email address. Do not include any other email addresses on the forwarded message, just send it "To" the special email address.
