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

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  1. 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.

    1 vote
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      1 comment  ·  add new 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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            0 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
          • Section to put "Contact name & position" in building departments section

            When entering in new building departments, it would be helpful to have a spot where you can put "Contact Name & Position". Right now there are only spots to input phone numbers and email addresses.

            0 votes
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              1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
            • Comment section

              It would be valuable to have a "General Notes" section in Trackvia in each customer file. I am coming across numerous instances when I want to note things on the account, but at the moment, there is no place to put any general notes. It would be good to have this option under each customer so that anybody who pulls up the file in Trackvia will be able to see any pertinent notes on the file.

              0 votes
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                1 comment  ·  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

                26 votes
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                  0 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                • 1 vote
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                    1 comment  ·  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 →
                    • Home button in the APP

                      I would like to have a HOME BUTTON in the APP. The way it is now, forces be to go back several pages before landing in the one I´m looking for.
                      This substracts efficiency and user friendliness.

                      2 votes
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                        0 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                      • Include shared records as part of project notes

                        It would be helpful to see if we a previous follow-up to a project has already been sent. Without seeing shared records in project notes, we would have no way of knowing.

                        1 vote
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                          0 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                        • 4 votes
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                            0 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                          • Localization Services

                            My app is multi-lingual (5 different languages). Now, I have 5 times as much tables, views and forms (we had to basically develop 5 apps) because TRACKVIA doesn´t support Localization services which are translation services that allow to have only 1 set of tables, views and forms.

                            1 vote
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                              0 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                            • Please add support for the Excel N() function to allow for users to insert notes about the formulas they create.

                              In the calculated fields of tables, it would be nice to be able to comment our formulas like you can in programming languages and even in Excel. In Excel, this is done through the N() function. You add the N("Insert Your Text Here") to the end of a formula to be able to go back at a later date and give yourself or your teammates an idea of the logic behind the function. This would be very useful when creating complex if() functions.

                              1 vote
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                                1 comment  ·  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 →
                                • RFID Scanning Capability

                                  see you have barcode scanning capabilities what about RFID scanning?

                                  1 vote
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                                    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 →
                                    • Error Handling for Image Fields

                                      I would like to see some type of error handling on the Image field.

                                      Currently, this field will accept any type of file with no error being returned to the user. The result being that no one can see or access the attached file when it is not an image.

                                      The Image field should only accept images and nothing else.

                                      0 votes
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                                        2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Adding search or filter feature to child views on forms

                                        It would be EXTREMELY helpful to be able to search child views on a form. Also being able to open the child view to a full screen view to filter and search would be helpful as well. It would make it so much easier to quickly go through multiple tables to find information from a single form.

                                        6 votes
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                                          1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Can you add more fields per row?

                                          I'd like to show more than 4 fields per row in order to allow me to have a weeks worth of figures displayed on my form under the Mon, Tue, Weds etc. headings.

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