I would like to see...

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  1. manage user - should be similar to a table

    i need to be able to export the list of users and status

    8 votes
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    planned  ·  3 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  2. Easily customized database export

    So many great updates like matching categories on import and searchable tables beyond the first 100 results. thanks

    The one thing that would make TrackVia near perfect for our business would be the ability to easily customize the list for export based on factors.

    For instance, we have mailing to go out and we want to target a certain market, number range etc. we can just pick each database row and customize the export parameters.

    ie. Mail to A-J last names on our list, in Phoenix and Scottsdale, unit counts 50-250 who haven't been contacted in 4 months. (all current…

    8 votes
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  3. 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
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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. 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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  6. Allow a developer to include "comments" to a field in table setup mode

    Could each field not have the ability to include a comment accessible only from the table setup?

    7 votes
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  7. Assign attributes to users

    It would be nice to be able to add custom fields to the user table. For instancy, to put a person's email address, title or manager. We have a use case where we want to show all projects assigned to direct reports of the current user.

    6 votes
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  8. Add multiple child records by selecting multiple entries in a parent view

    It would be really handy to be able to create multiple child rows (e.g. asset tracking events for serial tracked assets) based on a current selection of parent rows (i.e. the assets you want to create a similar tracking event for).

    I understand that a similar effect could be achieved with a few extra tables to group assets together, but the ability to do this quickly in an ad hoc fashion would make the system vastly more flexible and rapid to perform common tasks.

    Additionally, these asset tracking 'groups' tend to not have any long term significance (maybe a tracking…

    6 votes
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  9. A View that Looks like a Form

    The headline sounds crazy but hear me out. I want a user to be able to look up a record without seeing all of the records. The view could be set up with only a search option and the only search matches are shown.

    6 votes
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  10. Adding search or filter feature to child views on forms

    It would be EXTREMELY helpful to be able to search child views on a form. Also being able to open the child view to a full screen view to filter and search would be helpful as well. It would make it so much easier to quickly go through multiple tables to find information from a single form.

    6 votes
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  11. Easy integration with phone systems for CRM & Call Center Apps

    Being able to integrate with phone systems/platforms is important to a lot of businesses that need CRM and Call Center/Support applications.

    6 votes
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  12. Add record count to table "tiles" in app overview page

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

    6 votes
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  13. 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 →
  14. "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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  15. 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)

    5 votes
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    under review  ·  0 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  16. Cascade deletions

    We're finding that orphaned records are accumulating at a rapid rate, especially as we increase our use of Apps Scripts, and it is having a negative effect on data integrity (as well as wasting time sorting user error from intentional orphaning).

    It would be great to have the option to automatically delete all child records upon the deletion of the parent, or to enable App Script to accomplish the same.

    5 votes
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  17. More tutorial videos

    Been using trackvia for a few days and trying to find information to help build apps is very thin.

    It would be good to see how to videos!!

    5 votes
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  18. Print Child View from within Parent Form

    I would like the ability to print a Child View from within the Parent record form.
    The Child View is already "filtered" to display only the records associated with the Parent record being looked at. We can already do limited updates (edit/delete), but we not able to print.
    The workaround, and time consuming, is to go the full version of this Child View, which displays all records, and apply the same filtering that was in place from the Parent, then print.
    Its much easier to print right from the filtered View/record we are aleady looking at.

    5 votes
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  19. 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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  20. 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
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