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How can we improve TrackVia? What features should come next?

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  1. Conditional Formatting

    Ability to change formatting based on data input. For example in a task list, if the entry is marked as high priority, have the font be red.

    67 votes
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      3 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
    • Connect to Google Drive for documents

      Instead of just uploading a document from the computer, I'd love to see a connection to cloud services, namely Google Drive, so that documents can be attached. I know there's some of this in the iPad app. Let's extend it to the browser, and add Google Drive.

      51 votes
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        1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
      • Create a "trash" folder/area where deleted records can be recovered when they are deleted accidentally.

        Provide ability for a user to recover a record that has been previously deleted.

        48 votes
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          under review  ·  2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
        • Create many-to-many relationships without using a 'join table'

          We would like to maintain a table of staff members, as well as a table of activities that are associated with a project. We would like to associated one or more staff members with an activity. Right now, the only way to do this is by creating a 'join table' which makes data entry for our PMs very confusing and time consuming. Why can't we just have the ability to associate a record with multiple records from another table?

          46 votes
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            11 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
          • Drag and drop calendar view for scheduling

            Hello Trackvia,

            A calendar view would be useful a feature to Trackvia for many types of business operations. It would be very practical to have a drag and drop calendar view to schedule records for example as tasks, events, resources, rentals, dispatch, etcetera.

            If you ad a record to the calendar view you can drag en drop, expand and shrink the record for maximum flexibility and speed what is needed during operations.

            Kind regards,

            Mauricio

            37 votes
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              1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
            • Duplicate App

              When will we be able to duplicate apps?

              36 votes
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                under review  ·  0 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
              • Ability to include grandparent fields in grandchild tables and forms

                Lets say I have a table (T1) with a parent table (P1), which in turn has a parent table P2. I'd like for the ability to pull fields from P2 into T1's table, forms and views easily. Right now I have to pull them into P1 first before I can use them in T1.

                27 votes
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                  5 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                • Text Mask for Field Input

                  For fields like phone numbers, etc., that follow a certain pattern that you might want to enforce, it would be very helpful to have the ability to create a text mask. This is common in many other systems and forms (wufoo for example). It would make data much cleaner. An example:

                  I want phone numbers to follow the 555-555-5555 convention rather than just allowing people to put whatever they type (dots, no spaces, parenthesis, etc.). I also want to ensure that it's 12 characters long (10 plus the parenthesis). Having a text mask that would enforce this convention would be…

                  19 votes
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                    0 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                  • Duplicate App and/or made parent app

                    Until you get the ability to group users. It would be great to be able to duplicate apps easily. An upgrade to that would be to have a parent app and have all the changes cascade to the child apps. That way we only have to maintain one app when having multiple clients that need admin access to the same app.

                    19 votes
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                      2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                    • document merge

                      Please add back in the document merge function that was present in Track Via Classic. Using Zapier with WEbMerge is not a valid option given the extreme expense of WebMerge. Be able to produce documents from within a product should be a no brainer. Please bring this back, as the lack of this feature will cause us to look elsewhere

                      17 votes
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                        0 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                      • user management - delete users

                        Please can you include a feature to delete users in the Manage User function (as exists in Classic). I am very surprised that it is not already there - surely add, edit and delete are the minimum features needed here?.

                        14 votes
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                          1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                        • Create a Filter for Dropdown Menus in a New Record

                          We would love to see a way to filter the dropdown options when filling out a new record. One of the New Records on a Dashboard of ours requires the user to enter the employee assigned to the information being added. There are only a handful of employees that apply to this specific job, yet they have to scroll through the alphabetized list of all 64 employees to find the specific individual.

                          14 votes
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                            8 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                          • Roll-up Options for Forms section

                            Add an option that minimizes or rolls up a section in the form so that it can be expanded only if needed.

                            13 votes
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                              started  ·  0 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                            • Add the "/ERD" as an option on the Relationships page

                              I noticed from the webinars that we can add "/ERD" to the end of the URL when on the Relationships page and get a relationship diagram. As this is a very useful feature it would be nice to have this as a "clickable" option rather than type in the URL each time. This would make it easier to switch back and forth between the diagram and the create relationship page.

                              12 votes
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                                4 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                              • view

                                I would like to see the ability to be able to search for fields when I'm editing a view. It seems like that is the only place where we don't have the ability to search for a particular field.

                                11 votes
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                                  4 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                                • Calculated Links to Parents

                                  Classic introduced the idea that a record could be linked via computed value (when first created). Linking a child record to the host of parents that are often logically connected is prone to error, but more importantly is something my users aren't willing to do.

                                  For example, if I link a Support ticket to a Contact, it makes sense that the Ticket would link, in turn, to that Contact's parent Account - without the user having to enter the information. You were almost there on this feature in Classic - why is it absent here?

                                  11 votes
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                                    2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Form For Easy Search Involving Multiple Criteria

                                    For many end-users, creating a filter is a bit too complicated. Accordingly, I prefer serving up all functionality to my end-users via designed workflows and dashboards. However, many times, our people are speaking with customer prospects that want to know what of the thousands of products we carry meet their various criteria. This could easily involve 10 criteria (ex. Style, Fabric, Territory, Price, Certifications, Manufacturer...). I propose that TrackVia enable end users to search for records based on multiple criteria by entering them in a blank data entry that is placed in "Search Mode." Using the same data entry form…

                                    11 votes
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                                      1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                                    • modify a record in zapier

                                      It would be very helpful to modify existing records. But really this is a work around for not having a calculated user field in my case. For example.. if I am using TrackVia to dispatch people... I need a way to unassign it at the end of the day if the record is not signed off (ie a condition is not met)

                                      8 votes
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                                        0 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Easily customized database export

                                        So many great updates like matching categories on import and searchable tables beyond the first 100 results. thanks

                                        The one thing that would make TrackVia near perfect for our business would be the ability to easily customize the list for export based on factors.

                                        For instance, we have mailing to go out and we want to target a certain market, number range etc. we can just pick each database row and customize the export parameters.

                                        ie. Mail to A-J last names on our list, in Phoenix and Scottsdale, unit counts 50-250 who haven't been contacted in 4 months. (all current…

                                        8 votes
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                                          0 comments  ·  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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                                            0 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
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