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.

I would like to so improved/consistent formatting on Views, Scheduled Reports, and Sharing when using a Drop-down field vs. a Checkbox.

Currently, a Drop-down will display the selected value, or the field is blank if no values were selected.

However, the use of Checkboxes will always display opening and closing brackets enclosing the value, or only the brackets if unchecked.

I'd like to have the brackets removed so we only see the value, or blank, on Checkbox fields.

See attached as samples.

Like when you're buying a round-trip airplane ticket- the 'return flight' defaults to after the date of your outgoing flight. I'd like to able to set a date field in a form to default to the value entered in another date field already.

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?

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.

I see that the font style for the field values in Notifications Rules is different than the rest of template.
The template looks to be Arial, but the field values look to be Times New Roman (some similar style).
Is is possible to have everything the same font style? It makes it look more polished.
See attachment.

Its a given that blank fields in the source file will not import into the system.
It would be good to suppress these types of errors from the Import Results file so we don't have to look through them when there is no action for us to take.

The record ID "<BLANK>" does not uniquely match a value in the parent table ......

You cannot use any special characters in ischecked() like "/" or "("...

When trying:
ischecked("A / B (C)",{Field})
It says: "A \/ B (C)" does not exist.

When trying:
ischecked("無い",{Field})
It says: "\?\?" does not exist...

Please at least let me use the english characters like slashes and brackets........

It would be nice to be able to remove the lock option in read-only fields on forms. It's pretty large and unsightly, and I imagine there's a better way to indicate to the user that they cannot edit that field.

The vertical scroll bars need to be made larger. It is nearly impossible to scroll down through a view with the tiny scroll bars when on a tablet computer without a mouse with a scroll wheel or a touch pad.

I would like to see the ability for the Quick Search Box to also search the Link To Parent values.

During my testing, I've found that the LTP Record ID values are not found when searching. This means I need to include a "duplicate" field in my View to display the same value already displayed in the left column link fields.

Having this search capability means we do not have to have oversized Views with duplicate columns.

The current color palette in the Form Builder is very difficult:

• The palette opens over the text box so I am unable to key in the Hex value.


• The palette cannot be moved


• Most times the palette is very slow of non-responsive

I have a customer request to have the date/time field display as a 24 hours clock instead of 12am/12pm.

Is there a way of doing this?

Depending on what I click, the app admin toolbar hides itself. This is frustrating when developing an app. Please make it "pinnable" so it stays put until I choose to hide it.

For the text box widget:
- please increase character limit from 255
- formatting such as bold, underline, italic, color etc.

After we log into the system the first few times (new users), we understand were the Help Panel is located.

Can it stay closed on subsequent log ins by default?

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)