Lead and Customer are key entities for customer management. In this blog post we would suggest a solution for your online database that allows to convert Leads into Customers, such as Company accounts. With help of a custom button, a user will be able to copy qualified Lead records into a separate “Companies” table. As…
SMS chat with TeamDesk and Twilio
While TeamDesk does not support sending SMS messages, it is still possible via built-in third-party services integration features. In this article we’ll show how to use Call URL actions and REST API to build SMS chat via Twilio services.
RecordSet columns to work with detail records
Copying master record together with details was a non-trivial task. Four months ago we outlined 9-step solution that involves creating lookups and formulas and summaries and multi-record buttons and change triggers. And quietly worked on much simpler solution. Today TeamDesk proudly presents RecordSet columns and couple of extensions to Create and Update workflow actions to…
Copy and paste setup forms
Have you ever encountered situation when you are working on the development branch and yet have to add some stuff into production database? In order to keep changes in production database you have to either drop the branch or carefully copy and paste object settings from production to branch, property by property. No longer. TeamDesk…
Link a QR code scanner to your database
Let’s consider an example on how to link a QR code scanner to a database. Say you’ve built the “QR Code Scanner” application. The main idea of this database is that users can scan QR codes via a mobile device and then search database tables for records containing QR codes. Assume that your database keeps…
Mobile actions’ icons to add visual appeal
As we promised, we’ll continue to add icons to various TeamDesk areas. This time we are adding mobile actions’ icons. Mobile Device Create/Update actions are now extended with a pair of icon and color properties. Icon, obviously allows you to set an icon for an action, while color is intended to override default “table color”…
TeamDesk connector for Power BI revisited
Last summer we announced the availability of TeamDesk connector for Power BI Desktop. This was a beta technology – in order to use it you needed to download connector code, place it in some folder and turn on some options Power BI. No longer. TeamDesk connector for Power BI is now certified by Microsoft and…
Icons for buttons and documents
Christmas is coming, trees are decorated, lights are blinking, and it’s time add some décor to your database. Today, we’ve added an ability to select icons for custom buttons and documents in TeamDesk. You have a choice of 900+ icons covering various subjects – actions, brands, file types, symbols, animals and a lot more. Search…
Copy Master record into a separate table and generate copies of related Details
The most typical case when you need to copy master record into a separate table and copy its related details is the Invoice record generation based on the previously created Order record. For example, you keep customer orders in the Orders table. Moreover, each Order includes Order Items related to it. So, you have the…
Generate Related Details in specified date range
It’s obvious that related details can be added to master record one by one. But there can be cases, when a predefined set of details should be added. Moreover, you can know in advance not only the data inserted into these newly created details, but also the number of records that should be generated as…
