Online Help, Knowledge Base, & Idea Sharing for TrackVia

Welcome to TrackVia's Customer Success Center!

Welcome!  In the TrackVia Customer Success Center, you'll be able to find help and give feedback on TrackVia features and processes.  There are:

Want to learn more about features in TrackVia?  Tune in to our product webinars.  You can find out more about these webinars here:

Speak with TrackVia Support at 800-673-3302 or submit a ticket at

Knowledge Base

  1. Getting Started 

    1. Getting Started? Start here!
    2. Getting Started Guide - Download
    3. Complete Overview Video
    4. Browser Compatibility
    5. Login Assistance
  2. Importing Data 

    1. How to import a spreadsheet
    2. How to import data
    3. How to import and link records to a related table
  3. Tables 

    1. How to add fields to your table
    2. How to customize tables
    3. Field Types
    4. How to create a unique ID
    5. How to link tables (and rename an app)
  4. Formulas 

    1. How to use calculated fields and formulas
    2. Complete List of Formulas
    3. Triggered Fields vs. Calculated Fields
    4. Text Functions
    5. Logic Functions
  5. Views & Charts 

    1. How to create views
    2. The differences between tables and views
    3. How to create a chart
    4. How to interact with views
    5. How to use notification rules
  6. Filters 

    1. How to create a filter
    2. How to use quick filters
  7. Forms 

    1. How to create a form
    2. How to assign a parent view to a relationship field
    3. How to create a form to include child records
    4. How to make specific fields required on a Form
    5. How to use form show / hide rules
  8. Dashboards 

    1. Dashboard Best Practices
    2. How to create a dashboard
    3. How to assign a dashboard to a role
    4. How to assign a dashboard as a homepage
  9. Creation Location & Map View 

    1. How to plot a record on a map
  10. Users, Roles, & Permissions 

    1. How to add a user to your account
    2. How to create a role to assign permissions
    3. How to add a user to a role
    4. How to create and assign user groups
  11. Mobile 

    1. How to download the TrackVia mobile app
    2. Mobile FAQs and Tips
    3. How to use your mobile device offline
    4. How to add a record offline
    5. How to create a Barcode
  12. Integration 

    1. Working with Zapier
    2. TrackVia API
    3. Connecting TrackVia to TrackVia
    4. Connecting Wufoo to TrackVia
    5. Connecting TrackVia to Quickbooks Online
  13. Product Release Notes 

    1. April 17, 2017: Maintenance Release Notes
    2. March 29, 2017: March Maintenance Release
    3. March 27, 2017: Single Sign On
    4. February 23, 2017: Winter Polish
    5. February 2017 Release Notes
  14. All articles 

    1. How to create a filter
    2. Getting Started? Start here!
    3. Dashboard Best Practices
    4. How to add a user to your account
    5. How to create a form
    111 articles 

Feedback and Knowledge Base