Convert Leads into Company accounts

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…

Convert Lead

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.

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…

QR Code Scanner

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…

Generate Details Records

Generate Copies of Master and Copy Master Details

If your online database includes related tables, you may need to copy a Master record and copy master Details listed in the related details views . To simplify this process, the custom buttons with the Navigate actions can be adjusted. Let’s consider the Project Management database, where each project record is related to many Stages…

Copy Maste & Details

Deletion of Master and Details records in your Online Database

Almost each online database comprises reference columns participating in relations. As you already know One-to- Many relation consists of the Master table and the Details table. One Master record can be related to many Details records, while each Detail can be related to one Master only. There are many questions about automatic deletion of Details…

Online Database

What happens when a Single-Reference column is added

The vast majority of online databases deal with related tables, but only the best ones provide an easy and intuitive way to establish tables’ relationship. The easiest way of creating relations between tables is adding a single-reference column. With this approach, each record stored in the first (‘Master’) table can relate to a record stored…

Relations Pattern

Custom Button to streamline Details Creation

Did you know that by using “Navigate action” you can open a new form of a related detail record in just a single click? You just need to create a custom button that includes “Navigate” functionality. Let’s say, you utilized TeamDesk online database to manage a travel agency workflow. Naturally, you would need to add…

Custom Button