UPDATE: QuickBase has taken care of me. After their social media team read this post, my coach's manager and the QuickBase unit manager called me. After asking questions to clarify that I wasn't developing an application for resale, they credited my account and apologized for suspending my free trial account. While they have the right to suspend a trial account for any reason, they said it's an action rarely taken and "was particularly inappropriate given the circumstances."
They also explained that even in the rare instance when QuickBase choses to suspend a free trial account, their policy is to discuss the situation with the user first rather than simply shut off access unannounced. Finally, they advised me to ask for second level support in the future if a technical issue comes up that the coach cannot handle but fails to pass to a product expert.
It was a crunch. My client was pulling content together for a major auto maker, a top consulting firm, and an increasing number of published blogs. I took on the job of building an editorial calendar/production system.
My client had a QuickBase account, but the person who had built it was gone. Interestingly, the people he had granted application rights to were discovering the flaws in their former colleague's data design. User data had to be entered multiple times because the departed designer had failed to understand 1-to-many and many-to-many. Their account "Coach" was unable to help with that issue, apparently.
But my application was a simple single-table design. What could go wrong?
I created a 30-day Trial account, and told "Coach" Delia when she called "to make sure I was successful with QuickBase" exactly what was going on. Because the keys to the QuickBase kingdom were lost for the moment, my client wasn't able to grant me rights to create an application. While I might convert the Trial account and keep it going for my firm, the intent was to transfer the application to the client's account ASAP.
Well, ASAP took awhile. Even after my client recovered the username and password from the ex-employee and put someone on fixing the data structure of their existing application (nice job Wendy!), I was busy both cranking out content and tweaking the editorial process application and a hundred other things. I was so busy I was only getting in a short run every couple of days. That's too busy, as my favorite coffee cup says.
I had confirmed that there was a way to transfer the application to my client's account, but knew I had to dig into the documentation to learn how to do it. Besides, I had a full 30 day trial and lots of work to do in the meantime.
I chatted four or five times with "Coach" Delia in the first dozen days of the trial. I believe she called at least two times more without leaving a message. We always covered the same ground. I always told her I was busy but would get the transfer done soon, and she gently pushed for me to convert my Trial account to a $399 a month account. I always said that I might, but no matter what, the application I was working on would be transferred to my client's account.
Then 13 days into my 30-day trial, about 2 hours after I'd talked to "Coach" Delia and she had encouraged me to take Intuit up on the great deal she had emailed me for a discounted account, I got a call from someone at my client. They were on a deadline to get some material through the editorial process. "But I can't access your application. It says your account has been suspended."
I had a quick and irked conversation with "Coach" Delia. Something about how I'd been absolutely straight with her all along, how could she talk to me that day, not say anything, and then jeopardize my livelihood by suspending my account. She told me I'd have to keep my voice down. I asked to speak to her manager.
While I was on hold for the manager, I got a call from my son, who had been coughing in class until the teacher couldn't stand it any more and was now in the nurses office, waiting for me to pick him up. I told him I'd call him back.
The manager had trouble understanding why I didn't want to talk to him slowly and calmly about the need to get the suspended account restored so people could meet their deadline. He failed to understand how I could have explained everything to "Coach" Delia. I explained how. He complained mildly that I was not letting him talk. Why didn't I just get rights to my clients account? I explained why. He was puzzled that the trial account was terminated after only 17 days, particularly if I'd explained everything to "Coach" Delia. He'd have to look into that.
I didn't even mention my son. Why complicate things more?
I capitulated when I realized that I could simply pay $399, which would restore access immediately so people could meet their deadlines. It would also allow me back in to transfer the application to my client when things weren't so crazy. Maybe after I picked up my son.
The manager offered to look into what I was saying, and if it panned out he would ask QuickBase support to do that transfer for me without a need to pay for a month of service.
"How long would that take?"
"It would not be as fast as signing up and doing it yourself."
So I paid. The account was restored immediately and within a couple of hours, after making sure everyone had access and had made their deadline, I began looking into transferring the application to my client's account. It was straightforward, as most things are in QuickBase, and I got it done in about 15 minutes. So far, everyone's access seems to have been maintained.
Meanwhile, my son rode his bike home from school with a bad cough, but he's getting better.
So what's my issue?
"Coach" Delia was in no way trying to help me. She was trying to get me to sign up. As she told me several times on our "coaching" calls, she was being asked questions about the free trial account that had so many clicks and so much activity.
Just a few minutes ago, I took the time to read the terms I had assented to when I signed up for the free trial. It has an interesting clause. Essentially, QuickBase had the right to terminate my account at any time for any reason. The manager implied that such a thing could not have happened, but he'd have to look into it. I looked into it. It can happen. It's right there in the terms.
Beware of coaches who aren't on your side. Think twice about depending on companies who incentivize their people to land new accounts rather than focus on their new customer's success. And NEVER do anything important on a free trial account. There is no free lunch when they've got your data.
And if you do sign up for a free QuickBase trial, hang up if "Coach" Delia calls. Delete your account, and try again. Maybe some of their coaches really do have their customers' interests at heart.