Log In

Log In



Not registered yet?


Reset password Activation link
Forums
Tag "members"

PW controlled DB querry

Publication date: August 8, 2018

We have a database of about 500 members by 50 variables. We have to migrate this from a server every day and put it on web. We want to create a query for one of the members in the database using PW and extract selected data for that member and show it. Can this be done by your software? Can you take a job to develop this capability for us if yes can you gibe indication of cost range.
Narain Bhatia

Data Protection EU

Publication date: August 10, 2018

Hi,
We are a small non-profit in Denmark using your platform to store some sensitive information about our members (PII). To my understanding your servers are located in California and this could leave us liable under the new data protection act. Is this true?
Best Regards,
Jordan Callaway

Prices

Publication date: August 10, 2018

If I add a team member, does that team member need to have a paid account? How does multiple users and pricing work?

Thanks.

Struggling to find tutorial Videos

Publication date: August 13, 2018

Hi

I cant find many video tutorials on youtube for the new version of MTH and I need a lot of help ;-(
Am I looking in the wrong place?

We are looking to create a database that will do the following

We are calling on prospects to offer them a new heating boiler for their home

We collect the data, then do certain checks. Once the checks are completed and the customer is approved we then send out a surveyor to inspect the property. Once the survey is done then we send it to the installer. Once it is installed then the lead generator is paid

We need for the:-

For agents to add leads to a database (i worked this out :-) )
For agents to view their own leads and status only (not that of others)

I would like to take the 1st 4 characters of their business name and add an incremental number to make this their ID. Can this be automated?

When the agent logs in and adds leads in the lead data entry form I would like to automatically add their agent ID. Or even add from a drop down box if it can’t be added automatically

How do you capitalise the letters automatically?


For admin to go in and allocate the leads to a lead manager ( the lead manager only sees their leads)
for the lead manager to book a date for a surveyor –
For the surveyor to see his booked leads with addresses
For lead manager to then allocate to an installer – Installer only sees installs allocated to them

In the data entry forms is it possible to have Multiple columns?

So for example:
Mr David Testing
rather than
Mr
David
Testing

We would like to have 2 columns for some of the fields like their name. Also telephone and email horizontal rather than vertical

I Cant find out how to link in the source – Agency ID to the lead data sheet



Read and Write Team members and Create Database button

Publication date: August 13, 2018

A quick question — why is the green Create Database button visible when team members with only read and write permission log in? It distracts the user from the records they are intended to use.

Confirmation email

Publication date: August 13, 2018

Am I correct that there is currently no way to send an email confirmation to a Team Member using the team member’s login credentials rather than the Email field?

Linking forms

Publication date: August 14, 2018

Hello
I would like to create a form with course data… then have separate form for student data. This would allow students to be linked to a course and not having to enter course details every time. each course added would need to be separate from the next course…
Also is there anyway, We could have multi user access?

add teammembers to database

Publication date: August 15, 2018

I cant figure out how to add team members to a whole database
the team menu is visible for forms or records -adding a team member only adds for that form
i dont want to have to add them individually
thanks for advice
Matthew

About exclusive editing control

Publication date: August 16, 2018

Scenario: I just published a table to a small group of teammates, in order to collect information and track updates. In some cases more than one colleague would update the same record at the same time, as a result one’s submit would overwrite the other’s, incurring loss of (possibly very important) data.

Cascade

Publication date: August 16, 2018

I have created a form in which a representative has to fill in a field. This document will be mailed to the manager who will evaluate the application/request. If he decides to give it a ‘go’ by filling in/submitting a second field, the third person will be informed by mail. This person will complete the form with necessary data. In my example I have created three forms ( representative, manager and administration).

What people may see in the form:
——————————————————————-
representative ==> field 1
manager ==> field 1 and 2
administration ==> field 1 and 2 and 3

First I have created a form “administration” in which the three fields are available.
Secondly I have made a clone of form administration (name = “manager”), removed field 3. The data are submitted to form “administration”.
Finally I have made a clone of form manager (name=“representative”) and have removed field 2. The data are submitted to form “manager”.

I don’t know if this setup is allowed or is ok for use. It doesn’t work since it is not submitting data tot the main table (“administration”).

I find it strange that after setup I loose the possibility in the second table “manager” on advanced settings, it doesn’t react anymore.

Can I receive some help please?

thx,

Stefaan

Members

Publication date: August 16, 2018

I would like to create a databases that allow members to login and and logout much the same way as I have here.
I would also like for those members to be able to update or change their member details is this possible with MTH?

Member - Export/Import

Publication date: August 16, 2018

For a “Member” (read-only), the “Import” link should be disabled (better if it’s not even shown), but, the “Export” link should be shown (it’s not) and should enabled.

Since there isn’t any reporting feature (yet), these type Users should have a way to get a report on this data (an export to a spreadsheet is an alternative) – they can’t change the database by just exporting, so, there’a no harm, and, if someone didn’t want them to export, they shouldn’t have access to view this data online.

Read,write and not delete

Publication date: August 20, 2018

Is it possible to add the following option to the existing options for inviting team members to a project: Access to read and update, but not delete records?

Export as Excel

Publication date: August 20, 2018

I think it would be an excellent addition if we had the option to export to Excel via download rather than email. I just discovered that you have download capability built into the Team member export (so it may not be a complicated addition) — and it would be a most useful addition for my clients.

Thank you,

Russell