I would like to see...

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  1. Add piece of HTML / Text / image to dashboard as widget.

    We're able to add webpages in a widget, but I would love to add HTML or pictures, or even just some text as a widget to dashboards.

    This way I could write explanation / rules for all my users about the views and forms I put on the dashboards.

    We work in 6 different locations throughout Japan and the rest of the world, so it's very hard to make sure everyone uses everything correctly.

    14 votes
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    2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  2. Importing for limited users

    I would like some users assigned to a specific role to be able to import to specific tables without being a full App admin. The only option in a limited user views seems to be to add a single new record.

    29 votes
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    planned  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  3. Filtering by Dropdown: Include blanks with "Does not have this option selected"

    Filtering based on drop-downs works well for the most part, but I keep coming into issues with this.

    Currently, when filtering "{Dropdown} does have this option selected [dropdown option]", it only pulls through records where the dropdown isn't blank and has a different option than the one mentioned in the filter.

    This forces the user to create a conditional group, where the option isn't selected OR the field is blank.

    This isn't a big deal, until you start working with more complex filters with different conditional groups.

    Really loved how this was done in Classic; with the ability to check…

    6 votes
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    4 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  4. Conditional required fields on the form level.

    I really need an option to make a field required in the form IF a certain checkbox or dropdown is selected / checked when creating/editing the form.

    E.G. if a form gets a checkbox in "Cancellation" then the text field "cancellation reason" would become a required field as long as that checkbox has a check at "cancellation".

    This seems fairly easy to build with JavaScript, so I hope for this option as it would open up new possibilities!

    56 votes
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    4 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  5. Duplicate App

    When will we be able to duplicate apps?

    42 votes
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    under review  ·  0 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  6. Role Specific Required Fields on a Form

    I think it would be a good enhancement to have Role Specific Required fields on a form. This would assist in work flow across multiple functions and to ensure each role completes their section correctly.

    There may be a work around lie creating a new form for each role in the process and editing them accordingly but this idea would make it dramtically easier.

    4 votes
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    3 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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 →
  8. 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.

    53 votes
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    under review  ·  7 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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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    0 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  10. Tighter Form Builder Layout

    I would like to see a "tighter" layout of Forms. Currently, I feel the fields are too large with the font size, in-field padding, and the field-to-field padding.
    If we had the ability to reduce the size of the fields and padding, the presentation wouldn't look so large with alot of wasted screen real estate, plus we could potentially squeeze in 5 or 6 columns wide.
    Thanks!

    66 votes
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    4 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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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    5 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  12. Basic formatting in Paragraph text fields

    The ability to apply basic formatting to paragraph fields would be a huge bonus. Bold/Italic/underline/font size/color would allow these fields to be much more functional for us.

    5 votes
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  13. Views should auto-refresh

    Views should auto-refresh when changes are made or at a set interval

    18 votes
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    5 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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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    2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  15. Radio buttons vs Dropdown menu!!

    No matter how you think about it, RADIO BUTTONS are 100 times faster to click on than choosing something in a dropdown menu!

    Another REALLY EASY to implement improvement, and LOTS OF PRODUCTIVITY for everyone!

    I would make it as on option to "show a dropdown menu as radio buttons".

    14 votes
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    3 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  16. Re-enable previously hidden dropdown options.

    I deleted some dropdown menu options because I wanted to temporarely hide them. But now I cannot find them back in the dropdown-menu editor. Do I have to go check the DB, because I cannot find a list of all dropdown options I've ever used...

    1 vote
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    under review  ·  4 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  18. Increase the size of handles on scroll bars

    Both Horizontal and Vertical scroll bars are hard to use. Navigation would be easier if these were widened.

    6 votes
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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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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    3 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add Conditional Group(s) to Filters

    Currently you are only able to have two levels of Conditional Groups in Filters. This needs to be increased to AT LEAST three levels. There are many cases that are not possible with just two levels. When creating a workflow that moves records from step to step, some fields in the workflow might need to be conditional. For instance, let's say the end-user is usually required to upload a Purchase Order unless that customer is under contract. So, in the form you'd have a "Under Contract" check box and field to upload the purchase order. The idea is that if…

    9 votes
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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
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