A portal is a website with data that is customized for the individual user. A Customer portal allows you to interact with customers that do not have a license to access your Quick Base data by providing secure, permissions based information you want them to see. Portals provide the opportunity to share files, plan, organize as well as manage activities, tasks and events in a private online environment.
Data Collaborative developed a routine for MedCerts that updates QuickBase records using a CSV file from a different database. This new routine has reduced this task from an average of 6 hours per day down to about 5 minutes per day. Our staff was over joyed.