I'd like to create quote / order documents for a CRM application

I have a table, which is for FAQ/Knowledge Base. I would like to know how many times a particular question has been viewed and maybe by who,? Is that possible in TrackVia currently?

We have a view that is shared with our contractor showing jobs completed today as well as jobs due tomorrow. We do not work on Saturday so Friday's view doesn't have anything due tomorrow. I set up and shared another view to show the jobs with a due date 3 days from now to help account for this issue on Fridays. Is there a way to combine both views by showing only the next "business" day?

We have a calendar view where record are always no more than 90 minutes long, and they all start after 8 AM and end before 9 PM. On the calendar, when I select "Day" or "Week", all the records are bunched together in the middle, which does not make for easy reading. Would it be possible to set a timeframe so that the Day and Week views would start at 8 AM and end at 9 PM, for example?

How do you set a view to open expanded?

I am trying to replicate a view from the old version to the newest version of Trackvia. I am not having much success. Attached is a photo old vs new. Old version is shown on the right. Old version allows me to see when weeks are not populated shows availability. ANy ideas how to set up to show in landscape form?

I have results from a table I would like to have a bell curve on, however I cannot figure out how to sort the results data without doing highest/lowest.

If i were to create a view of completed task per employee and wanted to group the data within a filtered view further by the type of products, is there a way to do that?

Hey everyone,

We are creating a new site and I need to get a view to display on a wordpress page. Is there a way that you all know how to do this? I can pull the API and run it with JS, but I am looking for a more streamlined process in case things need to be changed or I need to use it on different sites.

Thanks!

How do I create a view that does not use grouping?

I have a table with 2 child tables. I would like to create a view where I can select columns of data from all 3 tables and display in one view.

On a pie chart (or other graph), you can hover over a slice to see the quantity and percentage for the "slice", but I would also like to see the TOTAL of all slices (maybe on cursor over or in the legend?).

Currently, I create the graph view and a second view that counts the records to produce this information...it would be nice to have it all in one view.

Thanks!!

I want to group items by month, but have different lines for different years. Is this possible?

I am grouping milestone activities with dates into months. On the chart, the months aren't in order. Is there a way to create the chart with the months in order?

Sometimes the chart icon is available and sometimes it isn't. Any ideas why?

There was an announcement about it launching on Feb 20th, but I don't seem to see the option in any of my views.

Is there a way to change color of bars in charts?

I have a Chart that I need to return back to Table view so the Format tab returns back to the sort order of the fields (to modify the order of fields in the Notification Rule).

I cannot find the option to do this once the Chart has been saved.