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  1. insert line break

    Is there a way to concatenate an address with multiple lines? Meaning, can I enter a command to insert a line break? Would like to have Name, next line Company, next line city state zip. Then when I merge this can be brought in as one address block. or, is there another way to do this?

    Thanks

    Lee

    1 vote
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    1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  2. Is there a way to set up user dashboards to just show the records of the user?

    I have 4 sales guys and want to be able to use the same views for each on their dash but only have their files come up.

    Currently they have 6 views with 6 filters to allocate files to each of them (so 24 views with 24 filters built to make it work)

    Is there a way to set up a master dashboard which everyone logs into and they just see the files they are working on without having to replicate the whole setup for each user?

    4 votes
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    3 comments  ·  dashboards  ·  Flag idea as inappropriate…  ·  Admin →
  3. HOW DO I EDIT DAILY RO'S?

    We don't have much info on this program and haven't received a call back. I would just like to know if there is a way or an admin user that can give access to others to be able to edit RO's that are inputted in the service operations specialist section? I don't know if any of this info helps. Here is our dealer info--
    140659-Peninsula Subaru

    1 vote
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    1 comment  ·  user management  ·  Flag idea as inappropriate…  ·  Admin →
  4. 4 votes
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    planned  ·  2 comments  ·  user management  ·  Flag idea as inappropriate…  ·  Admin →
  5. Count records created in the last 90 days

    Is there a way to do a conditional count? Count all of the child records only if they meet certain criteria?

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. Scripting: How to use logger.info()

    Can anyone tell me how this works in the table scripting? I wanted to verify the value of a calculation but I can't get it return a variable, just a static value. Returning a variable always gives me an error even if the variable successfully writes to a field.

    0 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  7. Apps Script

    I'm looking for an Apps Script to auto-populate a User Field (Requester) with the name of the currently logged in user - the one creating the record.

    I've followed the sample in the Dev Apps Scripts page (below), but the field is not populating.
    The scripts is saving with no errors, and I've tried both Before Insert and After Insert. I want the name to display before saving the record so the user will have one less field to click on (unless they want to change the name).

    How do I change a value in the current record ?
    currentValues["Status"]…

    2 votes
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    3 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  8. How do you manually delete a filter?

    How do I delete a filter? I can't find any information on this in the knowledge base or anywhere else online. I'm sure I'm just missing something simple, but any help would be greatly appreciated!

    0 votes
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    1 comment  ·  filters  ·  Flag idea as inappropriate…  ·  Admin →
  9. Adding new user - yellow padlock appears next to fields that I want to enter. How do I get around this issue?

    Trying to add new users with normal accounts and I keep getting a yellow padlock appear that is locking all the fields other than "password". Is there any way that they can be unlocked?

    3 votes
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    0 comments  ·  user management  ·  Flag idea as inappropriate…  ·  Admin →
  10. Radio buttons??

    I created a new form, and I cannot figure out how to set a Drop-Down question to be Radio Buttons on the forms. I have older forms that have this option, so I know it's possible, but there is no apparent difference between those items on my forms, and the "Knowledge Base" only has suggestions for allowing Radio Buttons.

    I feel like I'm losing my mind.

    4 votes
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    3 comments  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  11. manage users

    I do not have the option to manage users (only : My Profile - Sign out). How can I add a new user? Thank you

    1 vote
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    1 comment  ·  user management  ·  Flag idea as inappropriate…  ·  Admin →
  12. Filter the same month's income over multiple years.

    For example, I want to see my income only in the month of January over the last 5 years. How do I create a filter to do that?

    I am attaching what I have now, which is a chart of income for every month over the last 5 years.

    1 vote
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    1 comment  ·  filters  ·  Flag idea as inappropriate…  ·  Admin →
  13. Upload Picture

    There isn't a "SAVE" button icon when upload a picture.
    Please find attached file for more clarification.

    Thanks a lot

    1 vote
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    started  ·  1 comment  ·  forms  ·  Flag idea as inappropriate…  ·  Admin →
  14. Calculate Remaining Balance

    I have a view where I can see a client's Total Cost, Deposit they paid and their Remaining Balance (I have Balance set with the formula Total Cost - Deposit.) When a client wants to make a partial payment, how can I do that and have the Remaining Balance calculate that?

    1 vote
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    1 comment  ·  formulas  ·  Flag idea as inappropriate…  ·  Admin →
  15. Setting up the API in a Dev environment for free

    I would like to set up the API on a development environment to test to see if it is what we want before we upgrade our account.

    On the API configuration page it says "Use this page to enable TrackVia's API. The TrackVia API is not included in our standard pricing plan. You may use it for free for test and development purposes. For production uses, please contact your TrackVia sales associate for pricing information."

    I would like to know how we set up a development environment because right now the API just crashes trying to authenticate.

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  16. 1 vote
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    2 comments  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  17. keep

    I have a (parent) table ID that was setup using a calculated field that may change value. I'd like to create an autocounter field that would have unique values and wouldn't change and then re-map the relationships. Is there a way to set a field in the child table to a calculated result, before I change the field ID for the parent table? Are parent child relationships stored else-where or am I seeing all of the available fields in the table?

    Thanks.

    1 vote
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    1 comment  ·  table relationships  ·  Flag idea as inappropriate…  ·  Admin →
  18. do I use an existing field as the link to child table?

    for example I have a list of patients with their bed number. I have a table of bed #'s with with details about the bed (Room #, Floor #, Dept etc). When I create the relationship it adds another "link to ..." field. I just want to use the existing (unique) bed number as my link.

    1 vote
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    1 comment  ·  app building  ·  Flag idea as inappropriate…  ·  Admin →
  19. export my TrackVia database from my old website to a new WordPress website

    Exporting TrackVia databse into new WordPress website?

    1 vote
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    1 comment  ·  other  ·  Flag idea as inappropriate…  ·  Admin →
  20. add an application user? I am trying to add a new user but their name is not appearing. Also, I want to delete deactivated users.cannot

    How do I add an application user? I am trying to add a new user but their name is not appearing. Also, I want to delete deactivated users but cannot

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