How-to questions

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  1. How do I delete users?

    How do I delete users? For individuals I know will not be using the system again, how can I eliminate them so as to avoid a cluttered user management table.

    11 votes
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    planned  ·  4 comments  ·  user management  ·  Flag idea as inappropriate…  ·  Admin →
  2. 1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  3. can i trace mobile number

    I would like to trace mobile number and to know if annoying person is using any apps

    4 votes
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    2 comments  ·  mobile  ·  Flag idea as inappropriate…  ·  Admin →
  4. Pin open the paragraph field

    Currently, paragraph fields are by shown, by default as one line. Would it be an easy adjustment to add into the view editing interface an option to pin open a paragraph field to a certain depth - the ability to change the width of table views is a similarly useful function.

    3 votes
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    4 comments  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  5. I need to copy an auto-generated numeric ID to a text field if a condition is met

    I have a checkbox in a table to deliniate a category: checked or not checked. If not checked, the record is an asset without a serial number. When not checked, I need TrackVia to copy the auto-generated numeric field (unique ID) for that record to a text field as a substitute for the serial number.

    1 vote
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    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  6. Subscribe to Individual Records - Notifications

    I've just started working with one of my business units to move their operations into TrackVia.

    One of the requirements they have is to allow users to "subscribe" to certain records and receive updates when that record is updated.

    This is simple enough as a Notification Rule for everything in the table, but is there a way to identify only certain records to trigger an alert for per user?

    My only thought is some type of Record Level Permission, then maybe a separate views by user (that can be alot)? This would also prevent the users from seeing the complete…

    0 votes
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    2 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  7. Signature

    Can you add a signature field?

    1 vote
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    2 comments  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  8. 1 vote
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    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  9. 3 votes
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    3 comments  ·  views & charts  ·  Flag idea as inappropriate…  ·  Admin →
  10. How do you get the Website to show up in a Dashboard? When I add one it is just blank but it does link to the website if clicked?

    How do you get the Website to show up in a Dashboard? When I add one it is just blank but it does link to the website if clicked?

    1 vote
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    3 comments  ·  dashboards  ·  Flag idea as inappropriate…  ·  Admin →
  11. How can I send an email notification based on a date? For example, sending an email reminder when a due date arrives.

    How can I send an email notification based on a date? For example, sending an email reminder when a due date arrives.

    1 vote
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Lock db field after data entry

    Hello, can be used in TrackVia lock field option after one data entry, e.g. idea is to be locked any further modification by some user after initial data population.

    1 vote
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    0 comments  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  13. Create a dashboard with pull down menu

    I have 4 tables (Clients, Projects, Notes, Tasks). I want to create one Dashboard that, from a pulldown menu, I select a client, and have the projects, notes, and tasks associated with it show up below it.

    2 votes
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    1 comment  ·  dashboards  ·  Flag idea as inappropriate…  ·  Admin →
  14. Reset an Auto Counter?

    Is it possible to completely reset the auto counter for a table?
    I have tried deleting a current one & creating a new one, but the numbers don't reset.
    I know that I can "reset" it by re-creating the same table, but I'd like to avoid that.

    9 votes
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    5 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  15. Track Via Capabilities. A little confused.

    The one thing that would make TrackVia near perfect for our business would be the ability to easily customize the list for export based on factors.

    For instance, we have mailing to go out and we want to target a certain market, number range etc. we can just pick each database row and customize the export parameters.

    ie. Mail to A-J last names on our list, in Phoenix and Scottsdale, unit counts 50-250 who haven't been contacted in 4 months. (all current categories tracked in TV) Just easily go in create the list and export it.

    Would this program be…

    1 vote
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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  16. How do I get the lines to show in my chart table?

    How do I get the lines to show in my chart table?

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  17. Delete Forms

    How do I delete or remove a form that I created

    1 vote
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    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  18. Create tasks that are dependent on each other?

    I'm working on creating a project management tracker. I have several tasks that I want to link to each other, so that if one of the tasks takes longer than scheduled, it modifies the dates of the other tasks when I change the task date.

    1 vote
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    1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  19. Is there a way to link a table in an app to another table in a different app? ("App A, Table A" linked to "App B, Table A")

    Is there a way to link a table in an app to another table in a different app? ("App A, Table A" linked to "App B, Table A")

    2 votes
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    1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  20. download pictures and documents into a table in database. Sure would be nice, if it was as easy as the spreadsheet import!

    I have many documents and pictures that will reside on the database and want to know how to import them into my database.

    1 vote
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    1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
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