Imagine that you run a shoe store. Due to an inventory overflow, all oversize galoshes are on sale. So, you'd like to send an email to your customers who have Size 11 and larger feet to let them know. You've created a report that lists them all, but how can you generate an email? If your report features an email address type field, you can do it in one click.
To send an email to multiple addresses within a report:
Create or display the report that includes all the email addresses you
want to contact. Click the
envelope icon
at the bottom of your email Address field column. (If you don't see this
icon at the bottom of the table, you'll need to configure the field to
display it. See next section below.) When you click the icon, QuickBase
launches your email application and generates a new message addressed
to all the email addresses that appear in the report.
To configure an "email address" field's properties to display the email icon:
If you don't already have an "email address" type field in your table, create one. Then follow these steps:
In the table bar on any application page, click the table containing the email field. Within the menu that appears, select Customize --tablename-- table > Fields.
Click the name of the field to open its properties page.
Configure the field.
This field must be an email address type field. (If it's not, click the Change Field Type button on the upper right of the screen and set the type dropdown to email address.) On the properties screen, within the email Options section, turn on the Totals checkbox.
Click Save.
FAQ - How can I use this feature
to send an email to users in a user field?
If your table has a regular user field but no email address field, you
can still use this feature, and there's no need to manually type in all
email addresses. QuickBase can help you extract addresses and put them
to work. To start, create a new field
and make its type email - formula. Click the name of
the field to edit its properties. Within the formula box, type in the
formula:
usertoemail([customer])
Replace "customer" with the name of your user field. (Note that
you must use a regular user field; you cannot use a list-user field in
a formula field.)
This formula tells QuickBase: Take the user listed in the Customer field and display his or her email address. Next, within the email Options section, turn on the Totals checkbox and click Save.
Note: The
envelope icon is a "mailto"
link. Depending upon which browser you're using, there's probably a limit
on how many email addresses a mailto link can handle. For example, Internet
Explorer won't pass more that 100 email addresses at a time. This limitation
is not controlled by QuickBase, but by your browser and email program.
Also, QuickBase generates addresses in the format used by Microsoft Outlook.
This format works with most email programs, but there's a chance that
it may not work with yours. If you run into one of these limitations with
your software, try a quick workaround: Export
the list of addresses to a .csv file and paste them into your email program.