I would like to see...
Thanks for telling us what you’d like to see in the product!
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make a copy of role permissions
If you have many man tables like we do and many different roles, creating a new role is a painful process. The ability to start with a copy of an existing role to modify would greatly save time
17 votes -
The ability to use Trackvia OFFLINE
We travel overseas, and would like to use Trackvia OFFline on the IPad. The internet coverage is often non-existand or very patch, and uploading in the hotal at the end off the day would make more sense.
4 votes -
Sort Order for Preferred Parent View Lookups
I would like to see the look-up field to a Preferred Parent View (new feature released this week) to be sorted alphabetically.
Even with the parent view sorted, the child table lookup field is not. This causes the lookup to be cumbersome when there are many values in the parent view.
1 vote -
Expanded Logical Operators
I would like to see expanded Logical Operators that we can use in calculated fields, particularly those of a "negative" value:
- not
- isnot
- isnotblank
- isnotchecked
- isnotselectedetc.
5 votesThe not() function has been implemented You can wrap it around the isblank() function and others to write logic formulas with a negative condition.
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Relational Fields for Android
It appears that the Android App only supports scanning into Single Line fields. Please work toward enabling Android users to scan relational fields as well.
1 vote -
9 votes
Super Admins can now login as other active users in a Sandbox environment. It is a great way to test what limited users can view and edit.
Please contact our Sales team at 800.673.3302 or sales@trackvia.com if you are interested in the Sandbox feature.
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Conditional Formatting
Ability to change formatting based on data input. For example in a task list, if the entry is marked as high priority, have the font be red.
66 votesWe now have conditional formatting for grid, timeline / calendar, and map views!
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Please add default values with dropdown menu's ASAP.
When I have actions that state wether I need to recall my clients or email them next, I need this dropdown menu to have a default value of "recall"!
If you have to make 200 calls a day this will save anyone a lot of time on the long run....
This shouldn't be too hard to implement right?
2 votesWe now have a default values option for fields on a form. Go to the field edit options from the edit form page to view this new setting!
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Ability to use checkboxes in formulas
A formula like ischecked would be nice. Also, the ability to use checkboxes values in text formulas like concatenate.
8 votesWe have created 3 new formulas:
ischecked()
not()
null()We also updated the isblank() function to work with checkbox fields.
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Enable Default Values That End-Users Can Change
Currently, on the Table field level there is no way to establish a default value. The only option is to create a calculated field on the Form level.
The big problem is that calculated fields are really designed just to display information to the user, not to be a shortcut for data entry.
I'd like to see the ability to define a Default Value at the Table level that displays as entered data in the form but which the end-user can freely change/edit as in any other field that already has data in it.
This makes sense in any use…
39 votesWe now have a default value option for input fields on forms. Hover over a field on the edit form page and click the pencil icon to view this new setting!
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Enable Distribution Of Professional Looking Reports
Currently the design of reports are limited and the only way to view them is be a logged-in user of the application. Unfortunately, reports are most commonly created for people in different departments, bosses and/or partners/customers outside of the organization. Currently, there is no way to distribute a report to all of these stakeholders. I propose that reports functionality be enhanced to enable them to be exported as PDFs, shared as an html page via unauthenticated link, and/or other methods of sharing reports with people that do not have direct access to the application.
37 votesScheduled shares has been released! This new feature will allow you to send TrackVia views on a timed basis to both users and non users!
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Wide Short View on Dashboard
In Dashboards it would be nice if you could also have a wide short view... The tall, full and small are all great options, but some of my dashboards, For example Monthly Sales have views with only the 12 records but a lot of fields that I'd like to see. Being able to shorten up this view, while keeping it full width would save some screen real estate.
Thanks!
17 votesThe new dashboard designer was released yesterday! Post your feedback in our blog at https://t.co/2plLjohyAa or submit more ideas if you have any!
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Add an Export to Excel Icon to the Menu for all Roles (not just Admin)
Users should be able to export a form/view/table to excel without having to be an Administrator. Can you add an export to excel icon to the top menu where edit, add new record icons etc..are located?
15 votes -
Table Builder Field Placement
I'd like to see the ability of placing fields in the Table Builder in any order we desire without the sorting being changed when saving the table.
0 votes -
Add moblie (android app) functionality for creation of parent records from child tables(when they dont aready exist)
The recent upgrade allowing parent records to be created from child tables is great. Can this functionality be added to the android app?
1 voteHi Nathan – we just released child views in Android this month. Thank you for the suggestion!
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set a default value if place is blank in table
there is an option to set the default place value in the form but is there any option that will store that default value int he table if its not inputted in the form?
or just any option tos tore a default value if a field is not inputted.1 vote -
Ability to Duplicate Forms
I would like to see the ability to duplicate a form so you wouldn't have to build it over and over.
11 votesYou can now use the Save As function to duplicate an existing form!
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Super Admin by Default
I noticed that Super-Admin rights are turned-on by default when creating new user accounts.
Curious on the reasoning for this. Sounds "safer" to have that off by default.
1 vote -
Have 100 contacts always first come up, instead of 25
Have 100 contacts always come up, instead of 25.
4 votesWe implemented a setting behind the scenes that “remembers” each user’s preferred show-per-page setting. This setting will be remembered throughout their TrackVia sessions and will only be reset (1) when the show-per-page setting is modified by the user or (2) when the user clears their browser cache.
We’ll mark this suggestion as “completed” for now, but let us know if there are further recommendations on this topic.
Thanks for the feedback!
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Links to Files/Documents should have fields for title, description, type
Links to Files/Documents should have fields for title, description, type. Currently, seems only the filename is available, and this is often not enough for user to decide if this is the document they want to view.
* Title - text field to create/edit custom title
* Description - longer field for desc. when helpful.
* Type: user-defined dropdown for doc type (contract, property photo, etc.).0 votes
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