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deleteedit231Remember MeRemember me is a checkbox you can click when you log in. It tells Qrimp to remember you the next time you access your app from that browser on that computer. By default you will only be remembered on the last browser and device you logged in from. If you click remember me on your laptop and then access the site from your mobile, you won't be remembered when your return to your laptop. If you clicked the remember me check box on a computer or device and then access the site from that same device, you will be remembered, but only on that one device.

<h2>Remember me on Multiple Computers</h2>

If you use your Qrimp app from multiple browsers or devices such as a work computer, your own laptop and your mobile device, and do not want to re-enter your log in information every time, you may wish to install the "Remember me on multiple computers" module. Please do not install if security is a concern. See [Adding Modules]. If you add this module, then Qrimp will remember you across multiple devices and computers.

Being remembered across multiple devices introduces increased possibilities for unauthorized access. If someone logs on at your home while you are at work, then they may be able to see things you don't want them to. If you don't add this module once you log in on a new device, someone using another device will have to log in again. If you add the module though, you could be logged in at home and at work at the same time -- and one of those could be someone else.

<h2>Prevent Session Timeouts</h2>
One great benefit of "Remember Me" is that your session won't be timed out. Without remember me, you are logged out after 20 minutes of inactivity. If you were typing one message for that long the message could be lost when you're asked to log in again. Clicking the remember me check box will ensure you're logged in automatically again when you click the send button and whatever you've been typing won't be lost. <em>Note: Most newer browsers will remember what you have typed into a text area.

<h2>In-App logins: The Admin Screen</h2>

Qrimp has additional password protection for areas of the site that are behind the admin screen. The admin screen is a barrier that requires additional login before granting access to certain sensitive or important features of your app. In order to protect your app in the case that you are logged in and someone else accesses your account (ie: from your computer when you aren't at your desk). Even if you're logged in via a remembered session, you will have to log in again for further access. For example, if you want to create a user, even if you've accessed the site via a remembered session, we'll ask you to log in again.

This will prevent those who shouldn't be accessing your Qrimp app from having too much access. Some areas behind the admin screen are users, table management, portals, modules, queries, and operations.
Logging in
deleteedit232Notification ParametersAfter you have subscribed a user to a notification (See: [Notification Subscriptions] [Notifications and Custom Notifications]), you can set notifications to be sent only when certain parameters are met. For example, you can send a notification to your sales rep Evelyn only when the order type is wholesale.

To set up a filtered notification, go to Admin > Notification Subscriptions and select the notification to filter.
<img class="border" src="/attachments/ subscriptions menu.png" />

Click the link on the far right that says 'Set Parameters'.
<img class="border" src="/attachments/ subscription to filter.png" />

Now you are on the Notification Parameters page. At the top, you will see the notification you are setting up.
<img class="border" src="/attachments/ to filter.png" />

If any previous filters have been set, you will see them under "Current Parameters".
<img class="border" src="/attachments/ current parameters.png" />

Select your parameters, then click "Save".
<img class="border" src="/attachments/ set parameters.png" />

From now on, when a new Wholesale Order comes in, Evelyn will get an email about it. The email will look like this:

<img class="border" src="/attachments/ parameters email.PNG" />

Note: Evelyn will no longer get an email for <em>every</em> order, only New Orders that are Wholesale. If you would like her to also get an email for every order, you must create a new, separate notification subscription.

You can change what the email notification says and what it looks like with [Notification Templates].

Notification Subscriptions
deleteedit233Logging inFirst, make sure you have a Qrimp account. When you sign up, or when your admin creates an account for you, you get an email with your login info. Find this email.

Now, go to your app ie: "". Enter the email address and your temporary password from your sign up email. Passwords are cAsE sEnSiTiVE! Be sure to type slowly and carefully when entering your password (or copy/paste).

<img class="border" src="/attachments/ in screen.png" />
Once you are logged in, change your password. Memorize your new password, or write it down and keep it in a safe place.

If you forget your password, click the link that says "login help" and request a new password.

Please only contact us for help after you have tried all of the above. Lost passwords are a main use of support staff time and increase costs for all users. Take your time, be patient, follow the instructions and type carefully.
deleteedit234Notification Templates<!--<nobreak>-->
<p>Notification Templates determine the text, images, links and design elements that are in notifications.</p>

<h2>Existing Templates</h2>
<p>Qrimp comes with the following default notification templates: UPDATE, CREATEACCOUNT, APPROVEACCOUNT, PASSWORDRESET, LOGIN, NEWMAIL, ACCOUNTREQUEST, New Suggestion, and New Comment On Suggestion. Use these default templates as the basis for your notifications. You can Copy these to create your own notifications. This will give you a head start on the content that can be displayed. You can also add new templates and start from scratch. </p>

<p>Update is by far the most frequently used notification template. This basic template can be used to inform users that new records have been added to tables in your database. </p>

<h2>What's in a Template?</h2>

<h3>Square Brackets</h3>
<p>Notification templates rely heavily on [Square Brackets] to pull information from your database to the email in an automated fashion. Using [Square Brackets] you can show a user the name of the app in the email, which table and item was affected, which user made a change, the date the change was made, and more. Start with the default notification templates and copy/paste pieces of square brackets notation into your notifications.</p>

<img class="border" src="/attachments/">

<h3>CSS and HTML</h3>
<p>Users familiar with CSS can also include the "<'style'>" tag to put design elements in the notification, such as fonts, colors, borders, backgrounds and more. Depending on the user's email client, the styles may show up differently. If a recipient shows text-only emails, these design settings may not make it through.</p>
Notification Subscriptions
deleteedit238Forgot PasswordIf a user forgets his or her password, it is easy for them to reset it. Go to the login screen ( and click the link that says "login help".

<img class="border" width="300px" src="/attachments/">

Enter the email address the user logs in with, select "Send a link to reset my password" and hit Send. Qrimp will send an email with a link that lets the user reset their password. For security purposes we do not send the actual password.

<img class="border" width="300px" src="/attachments/">
Logging in
deleteedit244Forgot UsernameIf a user forgets or loses his or her username, it is easy to reset.

Go to the login screen ( and click the link that says "login help".

<img class="border" width="300px" src="/attachments/">

Enter the email address the user logs in with, select "Send my username" and click Send.

<img class="border" width="300px" src="/attachments/">

The user will receive an email containing the login information and a link. When the user logs in, they will be prompted to change their password.

<img class="border" width="300px" src="/attachments/">
Logging in
deleteedit245Why can't I see my column in grid view (view 1)?There are a couple reasons why you may not be able to see a newly added column to a table in your Qrimp app.

First reason, some apps may have a setting that only shows 10 columns at a time in the grid view.

To see more columns, go to Design > Form Designer. Click "Edit Column Labels" in the right hand column. Click on the "N" in the "Hide In Table" column for the column you wish to show.
Return to your table to see your column.

The second reason your column may not appear would be due to [Column Security] being enabled on the Table. When column security is enabled, you'll see a message at the top of the table description after you add the column letting you know that you'll need to configure column security to enable users of the system to see the column you just added. In that message is a link to configure column security.

If you miss the link, you can easily get to the column security configuration page by hovering over Develop, clicking Table Management. Then find the table you added the column to and click the Column Security link for that table. You'll notice on the configuration page that appears that the checkboxes for the new field are all empty for all the groups. Click the checkboxes for the groups you'd like to see the column. Your changes are saved automatically.
Showing and Hiding Columns with the Query String
deleteedit247Custom Views (Sorting and Filtering)To enable custom views, you must install the custom views module. Go to Develop > Add Modules. Scroll down to "Custom View By Reports" and click "Add module".

To add a new custom view, go to the [grid view] of your table. At the top of the page you will see a drop down that shows "View By". In the drop down, select "Add new view".
<img class="border" src="/attachments/ views add new.png" />

Enter a Name for your view and select whether you want to make it the default view for yourself or all other users. Choose the columns you wish to appear in the view. Put the columns in the order you would like them in.
<img class="border" src="/attachments/ views 1.PNG" />

If desired, you can add further sorting and grouping to your columns.

Note: You must select a column in the GroupBy section in order to add totals for your view.

<img class="border" src="/attachments/ views sorting and grouping.png" />

You can also add optional filters to the view, to only show data that meets certain requirements.
<img class="border" src="/attachments/ views filtering.png" />

Select which users and/or groups can see the view:
<img class="border" src="/attachments/ views permissions.png" />

Last but not least, click Save:
<img class="border" src="/attachments/ views save.png" />

And then you have a view. This is a very simple view of Teams by year formed.
<img class="border" src="/attachments/ views teams by year.png" />
deleteedit250Table BackupYou can back up the information in your tables one by one by downloading a copy of your data to Excel or .csv format.

To download a copy of your data, go to the table you wish to export and go to grid view. At the bottom of the grid you will see a link that says 'excel/csv'. Click that link, and the file will download to excel and open in excel. You can then save that file in either Excel or csv format.

<img src="/attachments/" />

If you do not see this option below your table, please contact your site admin and ask for permission to see export options.
Backing up your data
deleteedit252Database tableA database table is the master sheet of data in a particular area. It is best to create a new database table for each separate type of thing ie: Contacts, Contact Type, Employees, Inventory, Tasks, Invoices, etc. See also [Introduction to Tables].

To see all of your database tables go to Develop > Manage Tables. (See also: [Manage Tables])

Database tables can be linked together with relationships. For example, one employee may be related to many tasks. This would be a 'many-to-many' relationship. See [Many-to-Many].
deleteedit253Detail ViewDetail view shows you one individual record in a table at a time.

If you go to the detail view of a record, you can see related data, attachments and more on the right hand side of the table.

The view id for the view is 11.
deleteedit254Add a Drop-Down FieldFirst, make sure you have an appropriate table to use as a lookup table (see [Look-up Tables].)

Go to the table you want to add a drop down to, then go to [Table Management]. Click "Add a column"

In the "datatype" drop-down, select the database table you wish to add as a lookup table.

You may also wish to [Convert a Field to a Drop-Down].
Creating a Look-up Table
deleteedit255Portal SubscriptionsOne way to add [Portals] to your [Dashboard] is to subscribe to them.

Hover over the Dashboard menu tab, then click the sub-menu for 'Portal Subscriptions'. (Note: If you cannot see Portal Subscriptions, please contact your site Administrator to get permission to the menu).

<img class="border" src="/attachments/" />

Click the checkboxes next to the portals that are of interest to you, then click save. If your user group does not have permission to see that area of the site, the portal window will be blank, and you should delete it.
deleteedit256Adding a Calendar List PortalA list of upcoming events on your [Dashboard] can help you see what you need to do this week. You will need to have the Calendar and Custom Views modules installed (see: [Modules]).

<img class="border" width="600" src="attachments/" />

<h2>Adding a Calendar List</h2>
In your menus, go to > Calendar > Event List

<img class="border" src="attachments/" />

You will see a list of all events. You need to filter this using custom views, so that you see only today's and future events. You must have the custom views module installed.

<img class="border" src="attachments/" width="500">

At the top of the list, click "Add New View".

<img class="border" src="attachments/ " />
Enter a name for your view. "Calendar" will be fine. Don't select it as the default view.

<img class="border" src="attachments/ " />
Select the "Name", "BeginAt" and "StartDate" columns from the list.

<img class="border" src="attachments/" />
Sort by Start Date.

Group by Start Date.

<img class="border" src="attachments/ " />
Filter the view. Select "Start Date", "greater than or equal to" and "Today".

<img class="border" src="attachments/ " />
Select the user groups and users who should be allowed to see this view. There is nothing private in our calendar so we make it available to every user group except anonymous. <em>Note: this will not add the portal for those users or groups. Users can add a portal using [Portal Subscriptions].</em>

<img class="border" src="attachments/ " />
Save your view.

<img class="border" src="attachments/" />
You will see your new view. At the bottom is a link to share it. Click the share link.

<img class="border" src="attachments/ " />
You will see a link to add to Dashboard. Click the "Add to Dashboard" link.

<img class="border" src="attachments/ " />
Name your new calendar view. "Calendar" is a good name.

<img class="border" src="attachments/" />
Click the "View Your Dashboard Now" link.

<img class="border" src="attachments/" />
Your calendar is now a portal window on your dashboard.

<img class="border" src="attachments/" />
deleteedit259Grid EditGrid edit is a [view] that makes data entry faster.

You also use the Grid Edit view to re-order columns in your [database table]. See [reordering columns].

In grid edit, you look at multiple rows in your table, and you can click each field to edit it from the table, without going into each record.

To get to grid edit, go to the table you want to edit and select the "Grid Edit" sub-menu tab.

<img class="border" src="attachments/" />
Click the field you want to edit. Edit your data. Click save when you are finished.

<img class="border" src="attachments/" />

<h2>Advanced: Grid Edit Query String</h2>
Enter &_showeditgrid=true" in your query string to get a grid view for any table. (See [query strings]).
Entering and Editing Data
deleteedit260Query StringsA query string is part of a <a href="db.aspx?t=HelpTopics&id=261&vid=11">url</a>. The query string is one of Qrimp's most powerful customization tools. We encourage you to take some time to experiment with query strings.

<img class="border" src="attachments/" />
<span class="small">The query string that pulls back the current record from the help topics table</span>

In general, a query string will allow you to specify the source of your data (the table) and select which data from that table to display. You can also use a query string to format and filter your data. You can even limit which data within a particular record you would like to display.

A query string contains [query string parameters] that identify which data to pull back and how to display it.

The rules of <a href="" title="Read more about Query Strings at Wikipedia">Internet URL Query String Syntax</a> specify that the first parameter after the .aspx should be a ?. All subsequent parameters should be prefixed with an &.
deleteedit261urlA url (uniform resource locator) is the string of words and symbols that makes an address on the internet.

<img class="border" src="attachments/" />
<span class="small">A url</span>

If you type in into the [location bar] of your [web browser], you have just written a url.

Links on websites are also urls.

A url usually has two parts. A file path leads to a location on the internet, like a website, and [query strings] contain parameters that specify which data from a site or database to pull back into your browser for display. Query strings are used when a website communicates with a database - the information in the query string tells the database which data to pull in to the web browser.
deleteedit262location barThe location bar or address bar is the part of your [web browser] where you type in a website address on the internet. Most browsers will also let you enter a search query.Definitions
deleteedit263web browserA program used to browse the internet. Common web browsers are Chrome, IE, Firefox, Safari and Opera.

<img class="border" src="attachments/" />
<span class="small">Some web browser icons</span>

Many smart phones have built-in web browsers.
deleteedit264Hide Inactive Fields from Drop-DownsScenario: Bob is creating a new timesheet, and he's selecting a client from a drop-down. If some of your clients are no longer active, you do not want him to see them in this drop-down.

In this case, the first thing you will have to do is make sure your system has a way of knowing the client is no longer active. If you do not already have a field that tells you whether a client is active, you must [Add an Active/Inactive Field].

Then you will have to set the clients table to only show active clients when users are entering clients records from a drop-down field in another table.

<h2>Get the Table ID of the Clients Table</h2>
<a href="db.aspx?t=HelpTopics&id=1293&vid=11">Find the id of your Table</a> and write it down, copy it to your clipboard, or remember it. You will need to get the right table id number for this to work!

<img class="border" src="attachments/" />
<span class="small">You can find the TableID from Table Management</span>

<h2>Write a SQL query</h2>
To hide an inactive record, you will need to use [SQL] security. Go to your Clients Table. Go to Table Management or Manage Tables. Click the link that says "Configure Table Settings" or "Settings".

Scroll down the Table Settings page to the field called "sqlsecurity". In that textbox, write the following statement, including all punctuation*:

<noeval>('1006'=1048 or Active = 'Y')</noeval>

<strong>Important: Change the id to match the id of your table!</strong>

<img class="border" src="attachments/" />

Now, when Bob is creating a timesheet, he only sees active clients!

<img class="border" src="attachments/" />

<h2>Important: Complete Data Entry is Key!</h2>
If you don't mark each client record as either active or inactive (and the field is empty) the record will be treated the same as if it were inactive. Be sure to mark all clients that you want in the list active!

* You could also write Active <> 'N'. The <> in a sql statement means 'not equal to'.
Creating a Look-up Table
deleteedit265Changing a DatatypeTo change the [datatype] for a field, go to your table, then to Develop > Table Management.

Choose the field that you want to change and click 'change datatype'.

<img class="border" src="/attachments/c8ae671f-4210-4ab4-a9cf-848a68f2470d/ChangeDatatypeLink.png" />

In the dialog box, select a new datatype from the drop-down list.

<img class="border" src="/attachments/ab431970-6824-42f2-b9e1-164566e1d93b/ChangeDatatype.png" />

<h2>Before you Convert</h2>
Make sure your data is clean. Use the [grid edit] view and sort by the column you wish to convert to a drop-down.

You would not want to change this data to a drop-down:

Gas Station
Grocery Store
Grocery STrore
Gas Station

If you converted data like that, every time someone was picking from the drop-down they would see all the misspellings!

So take the time to correct them first.
Manage Tables
deleteedit1264drop-downA drop-down list box is also known as a select list, look-up table or a pick-from list.

When you are adding records, drop-down lists increase data accuracy by letting you select data from a list rather than type it in. Drop-down are particularly useful for oft-repeated data entry fields, like "Country" "Status" or "Category".

Drop-downs are also used to connect a record to an item in a related table. For example, if you were entering a new Project, the drop-down for the "Manager" field, would be a list of Employees.

<h2>Sample Drop-down</h2>

<select name="datatype0"><option value='decimal(18, 2)'>Number with decimals</option><option value='int'>Number without decimals</option><option value='datetime'>Date/Time</option><option value='varchar (2)'>Text (2 characters)</option><option value='varchar (50)'>Text (50 characters)</option><option value=''>-- picklist from --</option><option value='pickfrom_accounttypes'>accounttypes</option><option value='pickfrom_t_furcolor'>furcolor</option><option value='pickfrom_t_users'>t_users</option><option value='pickfrom_t_views'>t_views</option><option value='pickfrom_yesno'>yesno</option></select>

See also:
[Look-up Tables]
[Convert a Field to A Drop-Down]
[Add a Drop-Down Field]
[Hide Inactive Fields from Drop-Downs]
deleteedit1265AutomaticIDsQrimp automatically assigns every table and every record in every table an id number. This number is used by the system to identify those tables and records. IDs are created sequentially and start at 1 for the records in a table.

By default, you will see the id for a record in the [grid view] for a table. Click the id number to go to the [detail view] for that record.

<img class="border" src="attachments/" />

The default link or <a href="db.aspx?t=helptopics&id=261&vid=11">url</a> for each record will also show the id. You can find this in the [location bar] of your browser. The url for customer with an id of 238 will look like this:

<strong><noeval></noeval><span class="error">&id=238</span></noeval></noeval></strong>

The customer with an id of 238 is the 238th customer that was added to your system. If a record is deleted, the id numbers in that table will become non-sequential.
Table Best Practices
deleteedit1266Hide All Access to a tableBesides deleting a table, the best way to make sure that nobody sees it again is to use [Table Security] to make it so that all user groups have no [CRUD] permissions on the table.

Follow the instructions in [Table Security] but turn off all permissions, like this:

<img class="border" src="attachments/" />

Table Security
deleteedit1267Deleting a TableGo to Develop > Manage Tables

Find your table and click the delete link:

<img class="border" width="550" src="attachments/" />

You will be prompted to make sure you really want to delete the table:

<img class="border" src="attachments/" />

<strong>Deleting a table is final!</strong> If you are sure you won't ever need any of the data in this table again at any point in the future, go ahead and click yes.

If your table had relationships, you will be warned about those connections so that you do not have orphaned records.

Manage Tables
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