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  1. 5 star program

    Put 5 star Program in TrackVia

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  2. Equipment inventory

    One stop to track all our equipment along with the location and purchasing information.

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  3. Table Relationship Count

    Add a section in the Table Builder to show how many existing Relationships are being used for the particular table. This would be able to alert the Admin when they are approaching the "Join Limit" for your tables.

    1 vote
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  4. Easier way to see cross-app tables.

    Currently the only way to see cross-app tables and their respective apps is through the Go-To search field. It would be better if there was something on the admin menu to list cross-app tables and which apps are linked. From there give functionality to add and remove apps from being linked.

    1 vote
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  5. Grid lines between each record

    I don't like that you have gone to using such light colors between each record. It makes it harder to see each record because the colors are too light in between each one. If you're going to continue with using the lighter colors, please put grid lines in between each record to make it easier to distinguish between each one.
    Thank you

    1 vote
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  6. Gig questions

    Home Page: add an action that allows direct contact or even a chat with the cadre or PAE staff to ask questions about an upcoming event such as where to meet or any specially specific instructions.

    1 vote
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  7. We should have a Form page that identifies all the forms required to be updated or used.

    We should have a Form page that identifies all the forms required to be updated or use

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  8. Covid shot update

    For those who have registered for the Covid shot through PAE, allow them to update their status if they have already received the shot prior to getting the PAE one.

    1 vote
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  9. Administrators to be able to Save an XLSX file showing each User Roles' dashboards and the views, forms and permissions they are assigned

    As an administrator, I would like to generate a spreadsheet to keep track of
    1) Each user roles' dashboards.
    2) What views, forms and permissions each user role has.

    The purpose is to be able to maintain permissions as the database evolves and in case the roles have to be recreated in different environments / sandboxes.

    1 vote
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  10. Create new child records from a form without an embedded grid view

    I would love to be able to embed just the Create New Record button in a form for a parent table instead of having to embed the child grid view. When creating a new record with a form, the record initially has no children. Sometimes I just want to add children without needing to see the big blank space of a grid view that eats up so much real estate. If the view could collapse when empty, or just the button could be embedded it would be much more efficient and a more efficient use of space.

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  11. Comment Board

    It would be pretty neat if there was a way to create a comment board, or task board that all users in your application can see. Maybe even there could be a feature where the task board has an option to be checked off once completed and such. I know this kind of sounds like an IM feature like Slack or Teams, but more so would allow managers or other employees to communicate.

    For our team, we operate out of a dashboard daily. And if multiple employees have a task/comment board to utilize its a way to stay organized and…

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  12. Dual Purpose User Table

    Any thought to expanding the use of the User Table to be dual purpose?:

    -- User Access
    -- General contact information

    If the table had set system fields for the User Account (as it does now), then allowed us to add additional fields for such things as profile attributues, LTP and Child tables, etc like we have in other Employee/Contact tables, then a simple User Account Activation Flag would enable the User rights pieces, otherwise when the flag is in the "Off" position, the record is just a plain Employee or Contact as it would be in another table.

    This…

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  13. 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?

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  14. 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…

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  15. Calculated User Group field

    Expanding on the new User Group fields, it would be nice to have calculated User Group fields so we can dynamically set this field to one/many User Groups automatically based on other values/conditions in the record to be used for Views, Dashboards, etc.

    (From: John McGarvey - I'm out of votes)

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  16. Send Notifications to User Group

    We need the ability to send notifications to the new User Groups. Currently, we can only send notifications to individual users or Roles.

    By allowing notifications to be sent to User Groups, we (admins)(w)should only have to create 1 report/view, and let the system send to only those users where the specific User Group on the record is one of the user's User Group (based on filtering).

    This is a huge time savings for us instead of creating multiple Views all based on different sets of filtering. Example: I have a use case to send a notification to differing groups…

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  17. Select All Roles in Notification Rule

    As I begin using the "Is Current User" and the "One Of The Current User's Groups" filters for the purpose of sending notifications to only those involved with the record, it would be nice to have an option in the Notification Rule configuration to "Add All Roles" (Select All) so we don't have to manually add all Roles one at a time.

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  18. 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.

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  19. 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.

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  20. Use a field as hover text for another field

    Currently in grid view, hovering over a column header creates a popup that contains the name of the column for that view. It adds nothing and sometimes gets in the way.
    It would be great if instead we could specify during view editing that a field can have a different field as its popup text.
    e.g. Currently, in all tables that I use as lookups in place of drop down fields, I create a paragraph field that can hold the definition of the drop-down item. Only users with access to the underlying tables can see those. It would be great…

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