Key Features of Quickbase Courier
Your Email Server
Include attachments in your emails. These files can reside in file attachment fields or in Amazon S3
Use your own email server to send your emails, as opposed to Quickbase's
Send reminders to both Quickbase
AND Non-Quickbase users
Customize the message subject and body to include fields from your Quickbase records
Activity is stored inside your application - includes date/time, to/from, subject, and body
Additional Features of Quickbase Courier
Include one or more "CC" and "BCC" email addresses for all notifications
Send "test" emails to make sure emails are formatted as desired
Embed related table(s) of data in your email message body
Embed subtable(s) of data in your email message body
Easy to Use Drag and Drop Interface
Seamlessly insert fields from your Quickbase application onto the message body
Set your email notifications to be sent 3 different ways:
Triggered - Based on a changed record in your application.
On-Demand - Sent with a single click of a button whenever you need
Scheduled - Options include daily, monthly and weekly
Courier is commonly used together
with these Quickbase Add-ons:
EXACT FORMS PLUS
to generate the Word/PDF files
that need to be emailed
as attachments to your clients and/or business partners.
to generate spreadsheets that need to be emailed such as payroll, inventory, expense sheets, etc.
to "stamp" info onto submission forms such as tax forms, OSHA forms, brochures, etc.