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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 →
        • 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 →
            • 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 →
              • 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 →
                • 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 →
                  • Add Conditional Group(s) to Filters

                    Currently you are only able to have two levels of Conditional Groups in Filters. This needs to be increased to AT LEAST three levels. There are many cases that are not possible with just two levels. When creating a workflow that moves records from step to step, some fields in the workflow might need to be conditional. For instance, let's say the end-user is usually required to upload a Purchase Order unless that customer is under contract. So, in the form you'd have a "Under Contract" check box and field to upload the purchase order. The idea is that if…

                    9 votes
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                      2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                    • Custom Branding: Different Options for Interface Color Themes

                      If you would like to see more color theme options in the "Select a Color Theme" drop-down, please reply to this idea with your recommendations and we'll see what we can do to get them added! So we can hone it, please try include a screenshot, website address, and/or RGB or Hex values for the colors you want.

                      Thank you!

                      3 votes
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                        0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                      • Formatting of Views Transfer to Mobile Devices

                        It would be extremely helpful for the formatting applied to views to transfer to mobile devices. You can have a view with only two columns and you phone in landscape, but the tow columns are minimized and don,t show all information even though the view when in browser shows the columns to be wide and showing all information. There is no way to change this on mobile or to drag an open a column up to show more of the cut off information.

                        1 vote
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                          0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                        • 5 votes
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                            1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                          • Please change the text color back. Lime green (or any bright florescent color) is hard to read and when you stare at a screen all day...

                            Please change the text color back. Lime green (or any bright florescent color) is hard to read and when you stare at a screen all day.

                            Even better please add a color option, because I prefer a dark text with clear contrast. Maybe others like lime green..

                            13 votes
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                              2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                            • Grouping views by more than one field

                              If you group a view by more than one field, I feel each additional group should be a subgroup of the 1st that requires a drill in to get to.

                              Instead of everything on one level like it is now:

                              Group 1 Item 1; Group 2 Item 1
                              Group 1 Item 1; Group 2 Item 2
                              Group 1 Item 2; Group 2 Item 1
                              Group 1 Item 2; Group 2 Item 2

                              It should work like this:

                              +Group 1 Item 1;
                              - Group 2 Item 1
                              - Group 2 Item 2
                              + Group 1 Item 2;
                              - Group 2 Item…

                              7 votes
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                                0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                              • Alllow more than one Create a Record form and allow a specific form to be defined to edit record once created.

                                Right now, you can only have one Create a Record form defined per role, and once record is completed for that, system defaults to the form associated with the default view on the table where record is added. This limits us to only one process flow per user role. If we could specify multiple Create a Record forms, and then specify specific form to open once record is created, we could create multiple process flows within a single role.

                                10 votes
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                                  0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                                • Change formatting on History Window

                                  for changes to paragraph fields the history only shows the top 2 lines of text. The browser has to zoom way out to read all of the text and then the text becomes almost unreadable.

                                  Change formatting to allow admins to see all of the lines in paragraph fields

                                  3 votes
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                                    0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Timeline improvements

                                    Firstly, I should say that the new timeline feature is really, really well done. Seriously it's really great.

                                    There are a couple tiny improvements, though, that would make it much more usable for us. The first is either the ability to set the row height (or at least the 'No Parent' first row) or to be able to drag out of the 'show more' pop-up. When you have more than 3 records in a row, the drag-and-drop feature (which is the best part) becomes much less useful. We often have 10+ records with no parent and would be great to…

                                    3 votes
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                                      2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                                    • share records

                                      When sharing records it would helpful if there was tracking to see if/when a record is shared and who it was shared with. It is especially helpful to communicate information in TrackVia with a non-user who is a customer or vendor, but there is no record that the activity took place.

                                      9 votes
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                                        2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                                      • In a bar/line graph, it would be great to be able to "click off" or hide all of the items at once

                                        I have a line graph with dozens of customers (3 pages) worth on the little table. If I want to compare one customer to another I either need to quick filter, or click off 32 other vendors. It would be great if I could just click them all off, and then just click a few of them back on to quickly see how customers stack up..

                                        2 votes
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                                          0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                                        • "Location" field- on desktop, drop a pin like on mobile vs. having to use an address and/or XY coordinate

                                          On mobile, it is nice how you can either "Use current location" OR click the map, and drop a pin to get your XY coordinate. on desktop, i must use an address which may yield an inaccurate/ imprecise location, or i must go to google maps to grab an XY coordinate. it would be nice if i could map a location on desktop by dropping a pin, as i can do on mobile.

                                          1 vote
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                                            1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
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