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  1. Editing directly from view on an Ipad

    Editing information on an iPad directly from the view you're working on like you can on a desktop. Currently if you try to make an edit from the view on an iPad it makes you open the form to edit. This seems like an easy fix, and would save a lot of time considering most of our editing comes from our field guys using iPad's. Please let me know if this could be achieved.

    3 votes
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      1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
    • Formatting on Email Sharing

      When sharing a record via email, we would like for the form's show/hide rules to still be intact. Right now every field on the form will show on the email.

      3 votes
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        1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
      • Centralize Notification Preferences in My Profile

        It would improve the customer experience to centralize all email notification settings into a setting under "My Profile". It would be fine to duplicate individual preferences for each page or category, but employees are always looking for ways to efficiently interact with the plethora of web pages and logins that the modern world requires of each of us.

        3 votes
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          1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
        • Print to .pdf

          Print / email record as a .pdf.

          2 votes
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            1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
          • Dashboard Editor: Ease of Use

            When moving the titles around in the Dashboard Editor screen, is extremely frustrating. It doesn't always go where you need it to, or switches out or bounces around. It would be nice if this feature was more more easy to use.

            1 vote
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              1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
            • Admin Dashboard Tab View

              As the administrator, all created dashboards show up in the top menu bar. I am certainly able to permit views and order the dashboards for users in this top menu, but my view defaults to when they were created. I would like to be able to organize the order of my admin dashboard menu as well, so the ones "I" use most show up first in the line up.

              1 vote
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                1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
              • Show History for Tables over their Join Limit

                Currently when a table exceeds the join limit of 61 the history feature stops working. This makes all tracking pointless as you are unable to see who made changes in case there is an issue that comes up. We are over our join limit in several instances as we have forms that require relationships and drop downs. We need some kind of resolution for this. I can see where a few calculated fields could be removed using app scrips to populate text fields, but our TrackVia partner build the app originally there were no app scripts used. Since then they…

                2 votes
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                  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                • Manage users like any other table

                  I'd like to be able to search and sort the users table, add custom fields, link to it- basically, the User table should have all the same functionality as any other table in trackvia. Custom views and permissions too.

                  11 votes
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                    started  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                  • Batch Printing / Document Merge

                    Being able to print the forms for all records in a view would be extremely beneficial. Being able to do this and at the same time do a merge with a template from word or something similar to format an invoice or the like would be HUGE

                    10 votes
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                      3 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                    • Shared Views - Improving the Look of the Email

                      When sharing a view, the columns expand so much that not all fields show and the data wraps (regardless of how the view looks in TrackVia. The only way to accurately display the info is if the person is a user in the system.

                      7 votes
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                        4 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                      • document merge

                        Please add back in the document merge function that was present in Track Via Classic. Using Zapier with WEbMerge is not a valid option given the extreme expense of WebMerge. Be able to produce documents from within a product should be a no brainer. Please bring this back, as the lack of this feature will cause us to look elsewhere

                        41 votes
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                          1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                        • Give users access to record history.

                          Allow users without admin access to view the history of a record.

                          8 votes
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                            4 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                          • Dynamic notification recipients

                            It would be great to be able to delivery notifications dynamically to an email address contained in a field in the record that triggers the notification, instead of only to a predetermined person/role.

                            7 votes
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                              1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                            • Default a date field on a form to another date field

                              Like when you're buying a round-trip airplane ticket- the 'return flight' defaults to after the date of your outgoing flight. I'd like to able to set a date field in a form to default to the value entered in another date field already.

                              0 votes
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                                1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                              • Error Handling for Image Fields

                                I would like to see some type of error handling on the Image field.

                                Currently, this field will accept any type of file with no error being returned to the user. The result being that no one can see or access the attached file when it is not an image.

                                The Image field should only accept images and nothing else.

                                3 votes
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                                  2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                                • Validation rule needed to prevent two dates from conflicting with each other. Example: "Next Review" should be later than "Last Update"

                                  Validation rule needed to prevent two dates from conflicting with each other. Example: "Next Review" should be later than "Last Update"

                                  4 votes
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                                    3 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Importing for limited users

                                    I would like some users assigned to a specific role to be able to import to specific tables without being a full App admin. The only option in a limited user views seems to be to add a single new record.

                                    29 votes
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                                      planned  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Automatic logout/time out

                                      It would be incredibly helpful to have an automatic logout feature so that if a user closes the window without logging off, he/she has to login again. Similarly, a login left unattended for more than a preset time would automatically log out. Thanks for considering!

                                      6 votes
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                                        under review  ·  1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Create a "trash" folder/area where deleted records can be recovered when they are deleted accidentally.

                                        Provide ability for a user to recover a record that has been previously deleted.

                                        53 votes
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                                          under review  ·  7 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                                        • modify a record in zapier

                                          It would be very helpful to modify existing records. But really this is a work around for not having a calculated user field in my case. For example.. if I am using TrackVia to dispatch people... I need a way to unassign it at the end of the day if the record is not signed off (ie a condition is not met)

                                          7 votes
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                                            0 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
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