Emailing a record lets you send both a message and the record content together, so recipients can review all information in one place. This approach is often more efficient than copying content or sending a separate link to the record.
To email a record:
Display a report of the app that contains the record you want to email.
Select the view record icon next to the record you want to email, then select Email in the page bar.
Enter your recipients.
Quickbase gives you several ways to specify recipients. In the first text box, enter email addresses, Quickbase usernames, or group names for the people you want to send the record to. Use commas, semicolons, or line breaks to separate entries. Or, select Browse Users to select users from a list using the User Picker.
Edit the subject and message text if you want and select Send Email in the page bar.
Security and permissions
Recipients see the record exactly as you see it. In other words, the only relevant security is your own View permissions.
If the record has a file attachment field that has been set to allow open access, the file is available to anyone who selects the link in the email.
Send an email notification for record changes
To automatically inform others when records are modified, deleted, or added to an app, set up a record change notification.