I would like to see...

Thanks for telling us what you’d like to see in the product!

  1. iOS - Delete Cache Button Functionality (instead of sign in/out process)

    A lot of issues experienced on the iOS devices (foreign key violations, form issues, parent lookup caching, etc.) can be resolved by logging out and back into the TrackVia (actual sign out of TrackVia via Settings, not closing the application). I would like to have the Sync Resources button (or another one, not to be picky) that will perform the same refresh/clearing of cache settings as the sign in/out process.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  0 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  2. Creating Notifications from Chart views

    We are able to setup Notification Rules from a View, but only if that View is a grid type.
    I'd like to setup Notifications from Charts/Graphs also.

    This will prevent us from having to create two identical Views: One for display (Chart), and one unseen View (Grid) used strictly for triggering a notification.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    under review  ·  1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  4. Modified Options Menu for 100% Read-Only Accounts

    I have a use case for setting up accounts that are 100% read-only for some of our business partners external to our Company.

    To allow this, we need to remove some of the current features from the Options Menu: Notifications and Lanes.

    Can these features (and any future features) be a level of permissions granted within the Role the user is a member of, and any new features should be turned off (inactive) by default within the Role?

    This will allow us to present data and features that they cannot modify, print, export, copy, share or to change how the…

    0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  5. Create vCard attachment for person records

    I would like to be able to download a vCard for a person record in a person table. It would likely require either a custom table type, or the ability to map fields from a table to vcard fields--perhaps in a separate wizard in the admin area.

    It could be implemented on forms or views using a custom field type.

    8 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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?.

    15 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  7. Duplicate App and/or made parent app

    Until you get the ability to group users. It would be great to be able to duplicate apps easily. An upgrade to that would be to have a parent app and have all the changes cascade to the child apps. That way we only have to maintain one app when having multiple clients that need admin access to the same app.

    19 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  8. User Home Page

    I would like to see a new feature to allow the creation of User Home Pages custom filtered to just the logged-in user's assigned records (via the TrackVia User field).

    This "dashboard" page would be separate from the individual dashboards within each application, and would span across all applications the user has access to. A single location to see everything assigned to them.

    This would need to be driven from the user account level and utilize some type of childlookup function to find any record, from any application, across the entire account (or only those apps the user has permissions…

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  9. Create many-to-many relationships without using a 'join table'

    We would like to maintain a table of staff members, as well as a table of activities that are associated with a project. We would like to associated one or more staff members with an activity. Right now, the only way to do this is by creating a 'join table' which makes data entry for our PMs very confusing and time consuming. Why can't we just have the ability to associate a record with multiple records from another table?

    46 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    12 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  10. User's Guide for the Limited Role

    I found the User's Guide at: https://trackvia-uservoice-images.s3.amazonaws.com/GettingStartedGuide_PDF.pdf

    This Guide is geared to an Admin level user.

    Is there another (higher level) Guide for Limited Users who need basic How-To tips, like: Menus, Navigation, etc without the detailed Admin functions like Table creation, Views, Filters?

    0 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  12. Create a Filter for Dropdown Menus in a New Record

    We would love to see a way to filter the dropdown options when filling out a new record. One of the New Records on a Dashboard of ours requires the user to enter the employee assigned to the information being added. There are only a handful of employees that apply to this specific job, yet they have to scroll through the alphabetized list of all 64 employees to find the specific individual.

    14 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    8 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  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?

    2 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  14. Ability to remove dashboards from dropdown list for certain users

    Right now any user sees all dashboards in the drop down even if they don't have permission for the tables. We should be able to select who will see those... its cluttered and confusing otherwise

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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.

    3 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  16. Add auto sign out after so long?

    This is very easy to implement. I am a developer and could do this for you its that easy.

    4 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  17. one click on your app and you can save your favorit site or file but it is not save in a file it will creat a mini privat app on your desct

    one click on your app and you can save your favorite site, or file or picture but it is not save in a file it will create a mini private app on your screen. unlimited creating everything .
    and that will be your personal private app store. u control.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  18. Text Mask for Field Input

    For fields like phone numbers, etc., that follow a certain pattern that you might want to enforce, it would be very helpful to have the ability to create a text mask. This is common in many other systems and forms (wufoo for example). It would make data much cleaner. An example:

    I want phone numbers to follow the 555-555-5555 convention rather than just allowing people to put whatever they type (dots, no spaces, parenthesis, etc.). I also want to ensure that it's 12 characters long (10 plus the parenthesis). Having a text mask that would enforce this convention would be…

    22 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  19. Form For Easy Search Involving Multiple Criteria

    For many end-users, creating a filter is a bit too complicated. Accordingly, I prefer serving up all functionality to my end-users via designed workflows and dashboards. However, many times, our people are speaking with customer prospects that want to know what of the thousands of products we carry meet their various criteria. This could easily involve 10 criteria (ex. Style, Fabric, Territory, Price, Certifications, Manufacturer...). I propose that TrackVia enable end users to search for records based on multiple criteria by entering them in a blank data entry that is placed in "Search Mode." Using the same data entry form…

    11 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  20. Keyboard Retraction On Android Mobile App

    When creating a new record on the Android Mobile App, there is no way for a user to retract the keyboard display when they are finished entering in data. This lacking feature causes the save and add a new button to be covered.

    1 vote
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

I would like to see...

Feedback and Knowledge Base