I would like to see...

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  1. Duplicate App

    When will we be able to duplicate apps?

    42 votes
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  2. 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.

    62 votes
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    under review  ·  8 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →

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  3. 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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  4. 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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  5. Library/Listing of All Scheduled Reports & Notification Rules

    I would like to see a listing (library?) of all Scheduled Reports and Notification Rules in an app, just as we can do in Classic.

    Currently, we have to look within each View separately, then look in the Option Menu to see if the View has Notifications turned "On", or if the View is being Shared (Scheduled Reports).

    4 votes
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  6. Ability to include grandparent fields in grandchild tables and forms

    Lets say I have a table (T1) with a parent table (P1), which in turn has a parent table P2. I'd like for the ability to pull fields from P2 into T1's table, forms and views easily. Right now I have to pull them into P1 first before I can use them in T1.

    31 votes
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  7. Copy graph views into word docs, emails etc.

    I have several ways that I want to display and manipulate my data. To compile all my graph (views) and applicable narratives into one document I need to copy and paste them into Word. I am currently exporting to Excel, creating a graph (that looks the same as it does in TV!) and then copying it into the one cohesive Word document. If I could just copy the graph directly from TV, I would not need to utilize Excel.

    2 votes
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  8. Multi-criteria Quick Search

    I have some users that would like to use the Quick Search for multiple search-terms with an OR condition/operator.

    Currently, the Quick Search returns and AND operator.

    To differentiate the current search function with the new feature, perhaps the search string for OR conditions can be entered with some type of delimeter, such as:

    apple OR orange OR banana (specifying OR)
    apple;orange;banana (separating with semi-colon)

    6 votes
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  9. Calculated Links to Parents

    Classic introduced the idea that a record could be linked via computed value (when first created). Linking a child record to the host of parents that are often logically connected is prone to error, but more importantly is something my users aren't willing to do.

    For example, if I link a Support ticket to a Contact, it makes sense that the Ticket would link, in turn, to that Contact's parent Account - without the user having to enter the information. You were almost there on this feature in Classic - why is it absent here?

    16 votes
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  10. user management - delete users

    Please can you include a feature to delete users in the Manage User function (as exists in Classic). I am very surprised that it is not already there - surely add, edit and delete are the minimum features needed here?.

    20 votes
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  11. More than one form for Limited Roles

    Allow permission for limited users to use more than one form to enter records into a table.

    10 votes
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  12. Open a new tab for forms to edit item information

    Whenever I want to open a form (I click the link to ASIN) to edit information I have to remember to right click and say open in new tab. If I forget this step (as I do often, right click is not as frequently used) and hit the back button it drops me into the table at the beginning, even if I have been on page 4 or 6 etc.

    4 votes
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  13. In App Communication Tools

    When is TrackVia planning to Add In-App Communication (Chat) to collaborate with others in their TrackVia CRM, PM and other custom apps?

    1 vote
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  14. Gantt charts in trackvia classic, based on two date fields. Moving the chart changes the date fields.

    Gantt charts in trackvia classic, based on two date fields. Moving the chart changes the date fields.

    Currently we have to manually enter TV data into teamgantt or ms project. This would make Trackvia a much more powerful tool.

    6 votes
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  15. Ability to see assigned Roles from User Account

    I would like to have the ability to see the Roles a user is assigined to while managing the User's Account?
    Currently, we have to through each separate Role to find them.

    27 votes
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  16. Apply view "default" format to other views

    I would like to see the ability to copy a view layout and apply it to another view that is created already and have the option if it would replace the filter or not. That way if you have 10-20 views that you want to have all the columns widths and column locations the same you can apply it to a group of views and allow the sorting, filters, and notifications to remain with each of the views if you choose.

    2 votes
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  17. Connect to Google Drive for documents

    Instead of just uploading a document from the computer, I'd love to see a connection to cloud services, namely Google Drive, so that documents can be attached. I know there's some of this in the iPad app. Let's extend it to the browser, and add Google Drive.

    52 votes
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  18. Print from iPad?

    I need an easy way to print a record from the iPad

    4 votes
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  19. Email blast

    I'd there to be an option so that all emails can be grouped at once, and email blasted as well. As an copy/pastable email cluster, or something like that. My employer would like an easy way to collect all our emails, put them into one list, and email them all.

    7 votes
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  20. Add record count to table "tiles" in app overview page

    Display the number of records contained in a given table in their tile.

    5 votes
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