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

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?

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

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

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.

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!

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?

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.

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

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.

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

Thanks a lot

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?

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.

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.

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.

Exporting TrackVia databse into new WordPress website?

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