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  1. Editing directly from view on an Ipad

    Editing information on an iPad directly from the view you're working on like you can on a desktop. Currently if you try to make an edit from the view on an iPad it makes you open the form to edit. This seems like an easy fix, and would save a lot of time considering most of our editing comes from our field guys using iPad's. Please let me know if this could be achieved.

    3 votes
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      1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
    • Formatting on Email Sharing

      When sharing a record via email, we would like for the form's show/hide rules to still be intact. Right now every field on the form will show on the email.

      3 votes
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        1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
      • Centralize Notification Preferences in My Profile

        It would improve the customer experience to centralize all email notification settings into a setting under "My Profile". It would be fine to duplicate individual preferences for each page or category, but employees are always looking for ways to efficiently interact with the plethora of web pages and logins that the modern world requires of each of us.

        3 votes
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          1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
        • Dashboard Editor: Ease of Use

          When moving the titles around in the Dashboard Editor screen, is extremely frustrating. It doesn't always go where you need it to, or switches out or bounces around. It would be nice if this feature was more more easy to use.

          1 vote
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            1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
          • Admin Dashboard Tab View

            As the administrator, all created dashboards show up in the top menu bar. I am certainly able to permit views and order the dashboards for users in this top menu, but my view defaults to when they were created. I would like to be able to organize the order of my admin dashboard menu as well, so the ones "I" use most show up first in the line up.

            1 vote
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              1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
            • Print to .pdf

              Print / email record as a .pdf.

              2 votes
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                1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
              • Show History for Tables over their Join Limit

                Currently when a table exceeds the join limit of 61 the history feature stops working. This makes all tracking pointless as you are unable to see who made changes in case there is an issue that comes up. We are over our join limit in several instances as we have forms that require relationships and drop downs. We need some kind of resolution for this. I can see where a few calculated fields could be removed using app scrips to populate text fields, but our TrackVia partner build the app originally there were no app scripts used. Since then they…

                2 votes
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                  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                • Formatting of Views Transfer to Mobile Devices

                  It would be extremely helpful for the formatting applied to views to transfer to mobile devices. You can have a view with only two columns and you phone in landscape, but the tow columns are minimized and don,t show all information even though the view when in browser shows the columns to be wide and showing all information. There is no way to change this on mobile or to drag an open a column up to show more of the cut off information.

                  1 vote
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                    0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                  • MY DEALERSHIP WOULD LOVE A LITTLE MORE FREEDOM IN CUSTOMAZATION IN THE REPORTS, TO ADD AND REMOVE SECTIONS

                    MY DEALERSHIP WOULD LOVE A LITTLE MORE FREEDOM IN CUSTOMAZATION IN THE REPORTS, TO ADD AND REMOVE SECTIONS

                    3 votes
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                      1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                    • Ability to highlight fields and information in the comment section so they standout !

                      pretty basic description,ability to highlight info you deem important.

                      4 votes
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                        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                      • "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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                          1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                        • 5 votes
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                            1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                          • Grouping views by more than one field

                            If you group a view by more than one field, I feel each additional group should be a subgroup of the 1st that requires a drill in to get to.

                            Instead of everything on one level like it is now:

                            Group 1 Item 1; Group 2 Item 1
                            Group 1 Item 1; Group 2 Item 2
                            Group 1 Item 2; Group 2 Item 1
                            Group 1 Item 2; Group 2 Item 2

                            It should work like this:

                            +Group 1 Item 1;
                            - Group 2 Item 1
                            - Group 2 Item 2
                            + Group 1 Item 2;
                            - Group 2 Item…

                            7 votes
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                              0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                            • Please change the text color back. Lime green (or any bright florescent color) is hard to read and when you stare at a screen all day...

                              Please change the text color back. Lime green (or any bright florescent color) is hard to read and when you stare at a screen all day.

                              Even better please add a color option, because I prefer a dark text with clear contrast. Maybe others like lime green..

                              13 votes
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                                2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                              • Change formatting on History Window

                                for changes to paragraph fields the history only shows the top 2 lines of text. The browser has to zoom way out to read all of the text and then the text becomes almost unreadable.

                                Change formatting to allow admins to see all of the lines in paragraph fields

                                3 votes
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                                  0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
                                • Set inactivity log out duration for different user groups

                                  Utilize the user group feature to be able to adjust the log out intervals based on the users role. For example, our crews out in the field travel from job to job and get logged out every time. It would be helpful for users that have long intervals between application use to be able to stay logged in.

                                  1 vote
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                                    0 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                                  • Have Working Days as a unit for formulas

                                    At the moment the 'units' in the date formulas include days, weeks, months, years etc...but not working days. This would be hugely beneficial to business' !

                                    11 votes
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                                      1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
                                    • A video for new users

                                      There does not appear to be any one source for explaining TV for new users. I see the "Getting Started" written instructions, however, seeing visual examples with audio would be more effective. There are so many terms, relationships, and concepts to comprehend We have only one person in our organization who is very familiar with Track Via and would like more resources for other new users to get jump-started.

                                      1 vote
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                                        1 comment  ·  Flag idea as inappropriate…  ·  Admin →
                                      • Ability to subdivide Gantt chart records.

                                        I would like to have the ability to apply multiple dates to a Gantt chart for a conditional formatting effect.
                                        Example: I have a table of projects that I represent in a Gantt chart view. These projects have multiple stages, which I would like to represent on that chart (e.g. Planning stage: yellow, Labor stage: green, Post stage: orange).

                                        3 votes
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                                          0 comments  ·  Flag idea as inappropriate…  ·  Admin →
                                        • Allow Applicaton Scripts to run when Select All / Edit All used to update multiple records.

                                          We setup forms specifically to allow our project managers to 'Mass Update' multiple records, and had to disable the feature because the Application Scripts were not consistently running. It seems if Select All is used to select all rows returned in a filtered view, when you do Edit All, the application scripts are not run, and any updates to be made by application scripts are missed. This is apparently by design, but very poorly thought out, as it essentially makes the edit all fetaure useless if applicaiton scripts are used.

                                          1 vote
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                                            2 comments  ·  Flag idea as inappropriate…  ·  Admin →
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