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  1. 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 →
    • 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 →
      • 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 →
        • 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 →
            • 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 →
              • 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 →
                • "Whiteboard" option on homepage of the user dashboard

                  I'd like to see an option to have a simple "Whiteboard" on the home screen of the Dashboard. We could put objectives, open issues, reminders etc...

                  5 votes
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                    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                  • Have Working Days as a unit for formulas

                    At the moment the 'units' in the date formulas include days, weeks, months, years etc...but not working days. This would be hugely beneficial to business' !

                    11 votes
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                      1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                    • Set inactivity log out duration for different user groups

                      Utilize the user group feature to be able to adjust the log out intervals based on the users role. For example, our crews out in the field travel from job to job and get logged out every time. It would be helpful for users that have long intervals between application use to be able to stay logged in.

                      1 vote
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                        0 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                      • Super Admin Default Form

                        Can you add the feature for Super Admin's to select a default form instead of using the generic form. It is very time consuming to constantly have to change it to the preferred form when viewing records. We should be able to select the record and view it the same way a limited user sees it.

                        4 votes
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                          1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                        • Masked fields "XXXX-XXXX-XXXX-XXXX"

                          It is imperative to guard sensitive data.
                          Masked fields in classic provided the ability to safeguard passwords, SS#, CC info.

                          4 votes
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                            1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                          • Maps - Plot a map with an address

                            Trackvia Classic had this feature and it was very useful. Although it is good to be able to plot a map through GPS info, sometimes the info in the office is of an address and it should be able to be plotted for sheduling purposes.

                            1 vote
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                              1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                            • Dial phone numbers from a form view on mobile devices

                              When viewing a record on a mobile device in a form, you should be able to click the number and immediately call it like you can from a view. Even if it is a locked field, clicking a number only brings it up to copy.

                              2 votes
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                                1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                              • Latitude & Longitude

                                Love the ability when entering a location that latitude and longitude is displayed as separate entries. I would like the ability to be able to use those coordinates (Latitude & Longitude) in a formula to make our own maps, specifically for our business. I tried using the "Location" field and snipping it and also simply copying it, but neither method works.

                                I have no clue if this is a major issue, or can be done, but would appreciate it, if possible.

                                Thank you.

                                Lee

                                1 vote
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                                  2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                                • 1 vote
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                                    2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                                  • 4 votes
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                                      1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                                    • Comment section

                                      It would be valuable to have a "General Notes" section in Trackvia in each customer file. I am coming across numerous instances when I want to note things on the account, but at the moment, there is no place to put any general notes. It would be good to have this option under each customer so that anybody who pulls up the file in Trackvia will be able to see any pertinent notes on the file.

                                      0 votes
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                                        1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Section to put "Contact name & position" in building departments section

                                        When entering in new building departments, it would be helpful to have a spot where you can put "Contact Name & Position". Right now there are only spots to input phone numbers and email addresses.

                                        0 votes
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                                          1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                                        • view

                                          I would like to see the ability to be able to search for fields when I'm editing a view. It seems like that is the only place where we don't have the ability to search for a particular field.

                                          11 votes
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                                            4 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
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