Update email notifications
Note
This article pertains to our security updates, which help keep your data protected at all times.
This article explains how to update your email notifications for QB Courier and Text My QB to use our newest security features: you add each configuration's Config Key to the notification.
You need the Config Key of each configuration you update. QB Courier and Text My QB keys aren't batch configurations, so they aren't in the Batch Configuration Portal. You get each key from the extension's own configurator:
QB Courier: the configuration's Finish tab in the Courier Configurator. See Email notification setup for triggered configurations.
Text My QB: the configuration's Config Info tab in the Text My QB Configurator. See Create a Text My QB configuration.
If you have questions about changing any of these notifications to comply with our new security measures, submit a technical support case.
Email notifications
Identify configurations and notifications
You may have many email notifications within your app, or many tables, which makes it hard to find a given notification. The following method helps you quickly find email notifications.
In your app, open App Settings. Under Advanced Features, select App management (Manage your app and its data).
Under Manage App Contents, select Manage notifications, subscriptions & reminders. The list shows all the email notifications, subscriptions, and reminders in your app.
Find the notifications to update by name, or by whether they're sent to an email address that contains quickbasetools.com.
Update notifications
Open a notification and find its custom message (the email body). On the Single record version tab, the message looks like one of these:
QB Courier: configid=Q2:1234 recid=[Record ID#] type=courier
Text My QB: a message that starts with configid=1234
In both cases, 1234 is the Config ID: the number of your QB Courier or Text My QB configuration. It isn't a batch configuration's Config Key.
Next, get the configuration's Config Key:
QB Courier: in the Extensions Portal, on the QB Courier tile, select Configurations. Edit the configuration with that Config ID and go to its Finish tab. Under Email Notification Setup, select View Email Notification Settings (available for configurations with the Trigger processing mode). The Custom Message it shows includes configkey= followed by the configuration's key.
Text My QB: open the Text My QB Configurator from the Text My QB extension page and open the configuration. On the Config Info tab, select Config Key (shown as ... and its last 6 characters) to copy the full key. For an outbound configuration, the Configuration String on the Processing tab already contains the whole message, including configkey=; select Copy to copy it. See Outbound texting.
Then edit the notification's message as plain text. The message editor can add formatting characters you don't see, so select Source in the editor's toolbar (second row) to open the Source window, and make your changes there:
Remove anything in the message other than the parameters, so that only the text parameters remain.
Add configkey= followed by the Config Key, with a space before it and after it. If you copied a Text My QB Configuration String, replace the whole message with it instead.
For example, a QB Courier message then reads:
configid=Q2:1234 recid=[Record ID#] configkey=<your Config Key> type=courierImportant
Make sure there's a space between each parameter, and no spaces inside a parameter.
Save the notification. After you update a Text My QB notification, submit a technical support case to tell us. For QB Courier, submit one support case when you're done updating all of your notifications.
Your email notification now uses our newest security features.
If you have questions about changing any of these fields to comply with our new security measures, submit a technical support case.