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  1. 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 →
    • "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 →
      • 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.

        0 votes
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          0 comments  ·  improve existing feature  ·  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.

          2 votes
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            0 comments  ·  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.

            1 vote
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              1 comment  ·  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 →
              • Gantt Chart Phases

                I would like to see the ability to break down Gantt Chart records into multiple phases.
                There is currently only one "Start" & "End" date allowable, is it possible to allow multiple with varying color-schemes?
                This would be helpful in seeing the phases of a project (e.g. Planning, Pre, Project, Post) without having to create multiple records for each project...
                Thank you!

                3 votes
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                  0 comments  ·  improve existing 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 →
                  • 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 →
                    • 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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                        0 comments  ·  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 →
                        • 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 →
                          • Let limited users switch between forms on any view

                            It would be very helpful if a limited user could switch between all their assigned forms in a given table. For example,suppose they have View 1, View 2 and View 3 and are assigned Form 1, Form 2 and Form 3 respectively, for some table. Then if they are in View 1 and click into a record, Form 1 opens, but they should be able to switch to Form 2 or Form 3.

                            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 →
                              • 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 →
                                • Ability to set User ID

                                  Currently User ID's are the associated email address; I would like to have the ability to make User ID the First Name & Last Name.

                                  2 votes
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                                    0 comments  ·  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 →
                                    • Allow no-change steps inside of Flows

                                      In order to make a flow more versatile, it would be good if a 'edit' step within a flow could be navigated without editing. So, for example, if I have a flow that involves reviewing the data in a record; with the option to stop and change things at each step, the user might hit a step in the flow where they don't need to change anything, but still need to get to the next step in the flow. The 'Save' button should be accessible in these cases even without an edit.

                                      6 votes
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                                        0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Support Map Views in Flows; Support View to View Tasks in Flows

                                        By supporting map views in flows you could select a location from a map; Currently there is a lot of click through to select a parent then a child, then perhaps even a grandchild. It would be nice if i could specify with a view task that i want to be taken to a child view instead of a form(that i am forced to edit) and then a child view.

                                        1 vote
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Flows or App Scripts to control quick filters

                                          I don think this will be a priority, but allowing a flow to trigger an app script to open a view with certain quick filters applied would be a really cool and helpful feature. i have an idea for a reporting system, but it requires building numerous views with filters. If certain choices could be funneled into a quick filter it would be like a custom view creator and keep people from getting lost in creating their own quick filters.

                                          2 votes
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                                            0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
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