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  1. 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!

    64 votes
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    4 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  2. Ability to rename dropdown options without having to delete them once.

    Rename dropdown options!

    Another easy to integrate → LOTS of benefit improvements! ^^

    58 votes
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    3 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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!

    48 votes
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    4 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  4. When will you make it print friendly? now the words are so big and the run over to so many pages

    the words are so big and the run over to so many pages when printed.

    24 votes
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    3 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  5. Have a default 'sort by' on views

    When you make a view you can choose if there is a default sort by - for instance we want to always have particular views organised by date, but others organised by a priority 1 - 10

    19 votes
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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  6. Select a default form

    I don't like the default form and I don't use the default...ever. When I'm in the form builder screen, I would like to have the ability to set a form as the default form.

    Choosing my own default form would save me a few steps in having to go into the Roles and assign a form to a view every time I create a new view.

    16 votes
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    5 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  7. Views should auto-refresh

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

    15 votes
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    5 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  8. Views w/ Grouping is WAY to .. Group-ey

    I'd been testing out the "Classic" TrackVia righrt as they switched over, so I've been re-testing with the new ... bigger, better, faster TrackVia.

    In the new version, when you create a View, and group that view by a field, you end up with something *VERY* different than in "Classic" TrackVia.

    In "Classic" View-- you have something that closely follows what one might see in a Spreadsheet report --- you can actually SEE all of your records, which are SUBTLY grouped by your chosen field.

    In "New"-- you're presented with a summary view, all collapsed, so you don't see any…

    15 votes
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    planned  ·  9 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  9. Alllow more than one Create a Record form and allow a specific form to be defined to edit record once created.

    Right now, you can only have one Create a Record form defined per role, and once record is completed for that, system defaults to the form associated with the default view on the table where record is added. This limits us to only one process flow per user role. If we could specify multiple Create a Record forms, and then specify specific form to open once record is created, we could create multiple process flows within a single role.

    13 votes
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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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 →
  11. 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".

    13 votes
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    3 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  12. Organization of App Overview, Views, Filters, etc...

    I find the App Overview to pretty ineffective. I need to be able to organize my hundreds of views and filters by at least table and ideally in a hierarchal structure that I can build. Having them all side by side in no particular order makes it pretty hard to know what I'm looking at quickly.

    Additionally, I've been using a naming convention for all of these views and filters that will at least alphabetize/group them together but then items with similar names, applicable to entirely different tables/views etc get all mixed together. The other problem with this is that…

    13 votes
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    3 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  13. URL for uploaded images which can be used in webmerge via zapier

    Currently when an image is submitted or a signature, etc, the field returns to Zapier the file name.

    This unfortunately is not very useful. Ideally it should return a link to the file.

    The reason for this is that with the link, zapier can pass this to webmerge and insert it into a document. Specifically, this is required to create a merged document with signatures. Without this feature capturing signatures is not all that helpful.

    12 votes
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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  14. Need notification emails with excel files attached

    Notification emails should contain an excel file of specific records that triggered the notification

    12 votes
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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  15. Adding more info through Multi-select

    Multi-select is quite nice, and is improving workflows for a lot of my clients. Thanks for adding this!

    Would love to see the ability to choose a few fields from the join table to include in the multi select. That way the record created in the join table has all info required.

    Situation: We're creating an Invoice record, using multi select to choose items from the Products table, which are added to our "Line Items" join table. A "Line Item" record contains the number field "Quantity"

    Current process is to choose items with multi-select, save record. View for line item…

    12 votes
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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  16. I would like to see a time only field. the Date and Time field is a duplication and leads to errors when dates are entered incorrectly.

    I would like to see a time only field. the Date and Time field leads to errors when dates are entered incorrectly.

    10 votes
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    0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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 →
  18. share records

    When sharing records it would helpful if there was tracking to see if/when a record is shared and who it was shared with. It is especially helpful to communicate information in TrackVia with a non-user who is a customer or vendor, but there is no record that the activity took place.

    9 votes
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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  19. 8 votes
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    5 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  20. Give users access to record history.

    Allow users without admin access to view the history of a record.

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