Parked
 
 
 
 
 
Pipeline
Digital
UFAN Website Rebuild
Starts Due Open Deliverables
03-25-2024  3 / 3
Project Lead Project Team
not assigned not assigned
Sponsor Information
Estate and Gift PlanningShirl RaulersonAdministrative Assistant II
Project Description
The UFAN website is built based on an old plugin that requires a precise address (per original site construction request). Many new advisors do not have a precise address. To accommodate this, the site will need to be rebuilt using the Google Maps API.
Deliverables
DeliverableDraft DueDue DateStatusAssigned TeamNotes 
API workProject Parked🔎 ✏️
Completed websiteProject Parked🔎 ✏️
Site LayoutProject Parked🔎 ✏️
Comments & Notes

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Created on July  5, 2023 at  8:07 AM (EDT). Last updated by Jason Phenicie on July 20, 2023 at  3:27 PM (EDT). Owned by Phenicie, Jason.
Jason Phenicie
Jason Phenicie
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When you bring additional fields into a conversion, Quickbase often finds inconsistencies. For example, say you're converting your Companies column into its own table. One company, Acme Corporation, has offices in New York, Dallas and Portland. So, when you add the City column to the conversion, Quickbase finds three different locations for Acme. A single value in the column you're converting can only match one value in any additional field. Quickbase needs you to clean up the extra cities before it can create your new table. To do so, you have one of two choices:

  • If you want to create three separate Acme records (Acme-New York, Acme-Dallas and Acme-Portland) click the Conform link at the top of the column.
  • If the dissimilar entries are mistakes (say Acme only has one office in New York and the other locations are data-entry errors) go back into your table and correct the inconsistencies—in this case, changing all locations to New York. Then try the conversion again.

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