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  1. Sort Order for Preferred Parent View Lookups

    I would like to see the look-up field to a Preferred Parent View (new feature released this week) to be sorted alphabetically.

    Even with the parent view sorted, the child table lookup field is not. This causes the lookup to be cumbersome when there are many values in the parent view.

    1 vote
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      completed  ·  2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
    • Cross App Links between Tables

      The inability to link across apps limits the usefulness of the Apps concept.

      For example, if I want to put Tables like Accounts, Contacts and Sales Opportunities together in an app (e.g. "CRM") and other Tables like "Tickets", "Known Issues", "Deployed Equipment" in another app called "Support" it is not at all clear to me how I create a direct (or indirect) link between a Support Ticket and the Account.

      This is part of Classic - why the change?

      8 votes
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        completed  ·  1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
      • Drop Down List of Views

        Drop Down List of Views should be sorted alphabetically; currently listed in order of creation.. high degree of visual confusion. This sounds like an easy quick improvement. See screen shot.

        6 votes
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          completed  ·  2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
        • Ability to format number fields

          The number fields are very hard to read. We should have the ability to add commas, align to the right and limit the number of decimal points (in calucations).

          22 votes
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            7 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
          • Conditional field options in form

            Ability for field drop down options to change depending on the answer to previous form field. For example, "Vehicle make" field is selected (Toyota) then "Model" field would only show models made by Toyotas i.e. Prius, Camery etc.

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

              We now have the ability to apply a filter rule to a relationship field on a form. This allows to limit the options one can choose in a relationship field based on what is chosen in another relationship. Enjoy!

            • make a copy of role permissions

              If you have many man tables like we do and many different roles, creating a new role is a painful process. The ability to start with a copy of an existing role to modify would greatly save time

              17 votes
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                completed  ·  3 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
              • Link between two tables

                When there are two tables created it would be helpful if you can link the tables so that when a new record is added it automatically gets added to another table, this then prevents having to enter records numerous times in other tables.

                17 votes
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                  3 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                • Unsaved table changes (navigating away from table editor)

                  Add an additional option when you make a change to a table setup and try to navigate away.

                  Right now your options are:
                  ~ "OK" - Discard changes and continue to wherever you were trying to navigate to
                  ~ "Cancel" - Do not save changes, but stay in table editor

                  --
                  I would like an option to save changes, but allow me to continue to wherever I tried to navigate myself to.

                  1 vote
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                    0 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                  • Using {{OLD}} Through Parent/Child Calculations

                    Having tons of potential customers who need historical data on orders. Orders link to a Products table with pricing. The problem is that the pricing on products can change over time, and changing on the Products table changes all historical pricing data for that product.

                    Love that {{OLD}} is in place now, but doesn't work for this because it needs to reference a calculated field.

                    2 votes
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                      3 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                    • Cloning Records

                      I would like to see the ability to be able to clone a existing record and have the new record have it's own record ID. The first record almost acting like a template.

                      7 votes
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                        completed  ·  4 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                      • formula to calculate distances between locations

                        A formula to calculate distances beween locations (city, state, zip code, country, latitude, longitude, etc). Also, the ability to plot locations and drive time between locations on maps would be great.

                        16 votes
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                          1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                        • Don't display the Record ID field in a child view.

                          I don't want to display the Record ID field in a child view. It shows up in the view, even though it is not added to the list of fields.

                          1 vote
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                            completed  ·  2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                          • set a default value if place is blank in table

                            there is an option to set the default place value in the form but is there any option that will store that default value int he table if its not inputted in the form?
                            or just any option tos tore a default value if a field is not inputted.

                            1 vote
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                              completed  ·  2 comments  ·  Flag idea as inappropriate…  ·  Admin →
                            • Enable Default Values That End-Users Can Change

                              Currently, on the Table field level there is no way to establish a default value. The only option is to create a calculated field on the Form level.

                              The big problem is that calculated fields are really designed just to display information to the user, not to be a shortcut for data entry.

                              I'd like to see the ability to define a Default Value at the Table level that displays as entered data in the form but which the end-user can freely change/edit as in any other field that already has data in it.

                              This makes sense in any use…

                              39 votes
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                                5 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →

                                We now have a default value option for input fields on forms. Hover over a field on the edit form page and click the pencil icon to view this new setting!

                              • Please add default values with dropdown menu's ASAP.

                                When I have actions that state wether I need to recall my clients or email them next, I need this dropdown menu to have a default value of "recall"!

                                If you have to make 200 calls a day this will save anyone a lot of time on the long run....

                                This shouldn't be too hard to implement right?

                                2 votes
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                                  1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                                • Make {Created By User} available in calculated text fields.

                                  I don't see any reason why this is not allowed.......
                                  I need this to create a "Most recent action USER" on the company level.

                                  → if({Created}={Companies}.{Company}.{Most Recent Action Date},{Created By User},"")

                                  16 votes
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                                    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Wide Short View on Dashboard

                                    In Dashboards it would be nice if you could also have a wide short view... The tall, full and small are all great options, but some of my dashboards, For example Monthly Sales have views with only the 12 records but a lot of fields that I'd like to see. Being able to shorten up this view, while keeping it full width would save some screen real estate.

                                    Thanks!

                                    17 votes
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                                      5 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Localisation

                                      Trackvia needs to be able to handle non US date formats and currencies

                                      34 votes
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                                        8 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                      • 3 votes
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                                          4 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →

                                          On 5/2/14 we released some printing layout improvements for both record forms and views. If you use your browser’s print function, you should now see a more well-formatted print layout. But, let us know if there are further enhancements to consider in this area. Thank you!

                                        • Integration with Social Media. Twitter, Facebook, etc.

                                          A lot of businesses utilize social media for marketing and customer communication. It would be really cool to see integration to the system with these kinds of platforms.

                                          3 votes
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                                            1 comment  ·  Flag idea as inappropriate…  ·  Admin →
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