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  1. Allow data entry offline

    I believe TrackVia has the ability to a=turn on functionality that allows for data entry to take place while offline (and data synchs once the device is back online). How does one go about activating that feature?

    1 vote
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      5 comments  ·  Flag idea as inappropriate…  ·  Admin →
    • Super Admin Default Form

      Can you add the feature for Super Admin's to select a default form instead of using the generic form. It is very time consuming to constantly have to change it to the preferred form when viewing records. We should be able to select the record and view it the same way a limited user sees it.

      4 votes
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        1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
      • Maps - Plot a map with an address

        Trackvia Classic had this feature and it was very useful. Although it is good to be able to plot a map through GPS info, sometimes the info in the office is of an address and it should be able to be plotted for sheduling purposes.

        1 vote
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          1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
        • Timeline improvements

          Firstly, I should say that the new timeline feature is really, really well done. Seriously it's really great.

          There are a couple tiny improvements, though, that would make it much more usable for us. The first is either the ability to set the row height (or at least the 'No Parent' first row) or to be able to drag out of the 'show more' pop-up. When you have more than 3 records in a row, the drag-and-drop feature (which is the best part) becomes much less useful. We often have 10+ records with no parent and would be great to…

          3 votes
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            2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
          • Manage users like any other table

            I'd like to be able to search and sort the users table, add custom fields, link to it- basically, the User table should have all the same functionality as any other table in trackvia. Custom views and permissions too.

            1 vote
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              1 comment  ·  Flag idea as inappropriate…  ·  Admin →
            • Masked fields "XXXX-XXXX-XXXX-XXXX"

              It is imperative to guard sensitive data.
              Masked fields in classic provided the ability to safeguard passwords, SS#, CC info.

              3 votes
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                1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
              • Allow use of multiple 'new record' forms based on context

                Right now a person in any role who creates a new record always sees the same form when they do that- I'd like to be able to designate different forms as the 'new record' form based on context, so, for example, different default values can be set in the form, or only fields relevant to the context are shown.

                2 votes
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                  0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                • In a bar/line graph, it would be great to be able to "click off" or hide all of the items at once

                  I have a line graph with dozens of customers (3 pages) worth on the little table. If I want to compare one customer to another I either need to quick filter, or click off 32 other vendors. It would be great if I could just click them all off, and then just click a few of them back on to quickly see how customers stack up..

                  1 vote
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                    0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                  • "Location" field- on desktop, drop a pin like on mobile vs. having to use an address and/or XY coordinate

                    On mobile, it is nice how you can either "Use current location" OR click the map, and drop a pin to get your XY coordinate. on desktop, i must use an address which may yield an inaccurate/ imprecise location, or i must go to google maps to grab an XY coordinate. it would be nice if i could map a location on desktop by dropping a pin, as i can do on mobile.

                    1 vote
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                      1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                    • Dial phone numbers from a form view on mobile devices

                      When viewing a record on a mobile device in a form, you should be able to click the number and immediately call it like you can from a view. Even if it is a locked field, clicking a number only brings it up to copy.

                      2 votes
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                        1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                      • share records

                        When sharing records it would helpful if there was tracking to see if/when a record is shared and who it was shared with. It is especially helpful to communicate information in TrackVia with a non-user who is a customer or vendor, but there is no record that the activity took place.

                        3 votes
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                          0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                        • Sharing from a tablet

                          When sharing from a mobile device the list of TrackVia Users/groups/roles does not populate like on PC. This would be a huge help.

                          2 votes
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                            0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                          • Expand the join limit on tables

                            How much trouble would it be to expand the join limits on tables? 61 seems like a big number until you've built out a robust application with a centralized notes area. With so many things coming together in one place those 61 are quickly used up. especially when image, document, and drop downs are included.

                            5 votes
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                              0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                            • Latitude & Longitude

                              Love the ability when entering a location that latitude and longitude is displayed as separate entries. I would like the ability to be able to use those coordinates (Latitude & Longitude) in a formula to make our own maps, specifically for our business. I tried using the "Location" field and snipping it and also simply copying it, but neither method works.

                              I have no clue if this is a major issue, or can be done, but would appreciate it, if possible.

                              Thank you.

                              Lee

                              1 vote
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                                2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                              • Ability to "view as" a certain user / sign in as user.

                                I think this was a feature in the previous version of TrackVia, however I never used it.

                                It would be really useful for admin to be able to see a certain view / form / entire role in the way that a limited user would.

                                When I create new functionality I find it is easy to forget some details (eg giving access to the preferred parent view in a drop down field on a form, or assigning the correct form to a new view), so I usually end up borrowing a computer from a limited user and then going back…

                                3 votes
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                                  under review  ·  1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                                • Batch Printing / Document Merge

                                  Being able to print the forms for all records in a view would be extremely beneficial. Being able to do this and at the same time do a merge with a template from word or something similar to format an invoice or the like would be HUGE

                                  7 votes
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                                    2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Ability to Sort Charts (Bar) by Both X-Axis and Legend

                                    I'd like to see the ability to sort a Bar Chart ascending by the X-Axis (currently possible) without the Legend being resorted to match the order in which the items appear in the chart.

                                    The Legend should remain numerical/alphabetical regardless of the sort order of the X-Axis.

                                    The same is true in reverse. If I sort the Legend, the X-Axis should not resort itself but remain ascending/descending.

                                    1 vote
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                                      0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Apply show/hide rules to a field on a form, based on THAT field's value.

                                      if you are using a form to only view data, or if a form includes data that is read-only anyways, it would be nice to have the option to show/hide that field based on whether or not it has a value in it. This ensures that data will only be displayed when data is actually present.

                                      4 votes
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                                        1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                                      • replace

                                        In the legacy system, when we modified a dropdown selection, the system would ask us what dropdown selection to replace for current records in the system. Would love to see this in Enterprise.

                                        1 vote
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                                          1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Shared Views - Improving the Look of the Email

                                          When sharing a view, the columns expand so much that not all fields show and the data wraps (regardless of how the view looks in TrackVia. The only way to accurately display the info is if the person is a user in the system.

                                          1 vote
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                                            2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
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