How-to questions

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  1. How To Convert A Chart Back to Table?

    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.

    2 votes
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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  2. delete bulk items

    You are no longer able to delete entries in the views or dashboard. It comes up with an error.

    1 vote
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    2 comments  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  3. 3 votes
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    3 comments  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  4. Is there a similar feature in Trackvia Express as the document merge function in Trackvia Classic?

    I currently use the document merge function in Trackvia Classic for exporting to MS Word templates and am looking for similar functionality in Express.

    27 votes
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    7 comments  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  5. create a template for exporting a record as a PDF / word document?

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

    1 vote
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  6. 1 vote
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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  7. 4 votes
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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  8. Create a pie chart based on counts of values?

    We have four of five different attributes we apply to our projects to group them by (e.g. IT/Digital/Engineering/Sustainment). I would like to create a pie chart that shows the percentage of projects per criteria. So we might have 30% "Engineering" projects vs. 40% "IT" projects. But I can only seem to create a pie chart based on fields with numbers. Is there any way to create a pie chart as I described?

    2 votes
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    1 comment  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
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