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  1. Redesign the "Votes" for this Forum Site

    This is not a TrackVia issue, but the design of this Forum site, but I don't know who the provider is.

    Currently, users are given a certain number of "votes" that get used when:
    1) Voting on other user's suggestions
    2) Adding comments to posts
    3) Creating your own posts

    The problem is once you run out of "votes", you can't post anything new to the forums. This "feature" limits activity to the site.

    A better option would be to have:
    1) System restriction to allow only 1 vote for another user's posts
    2. No "votes" needed to post a…

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    4 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  2. 24 Hour Clock

    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?

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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  3. Font Style on Notification Rules

    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.

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    0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  4. User's Guide for the Limited Role

    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?

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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  5. Modified Options Menu for 100% Read-Only Accounts

    I have a use case for setting up accounts that are 100% read-only for some of our business partners external to our Company.

    To allow this, we need to remove some of the current features from the Options Menu: Notifications and Lanes.

    Can these features (and any future features) be a level of permissions granted within the Role the user is a member of, and any new features should be turned off (inactive) by default within the Role?

    This will allow us to present data and features that they cannot modify, print, export, copy, share or to change how the…

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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  6. Checkbox vs. Dropdown - Formatting

    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.

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    0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  7. use special characters with ischecked() formula

    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........

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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  8. Calculated User Group field

    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)

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    2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  9. Send Notifications to User Group

    We need the ability to send notifications to the new User Groups. Currently, we can only send notifications to individual users or Roles.

    By allowing notifications to be sent to User Groups, we (admins)(w)should only have to create 1 report/view, and let the system send to only those users where the specific User Group on the record is one of the user's User Group (based on filtering).

    This is a huge time savings for us instead of creating multiple Views all based on different sets of filtering. Example: I have a use case to send a notification to differing groups…

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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  10. Select All Roles in Notification Rule

    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.

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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  11. Vertical Scroll Bars

    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.

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    0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  12. Option to not display the lock icon in read-only fields

    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.

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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  13. App Admin toolbar to stay visible until hidden

    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.

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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  14. Form text box widget

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

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    3 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  15. Default a date field on a form to another date field

    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.

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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  16. Section to put "Contact name & position" in building departments section

    When entering in new building departments, it would be helpful to have a spot where you can put "Contact Name & Position". Right now there are only spots to input phone numbers and email addresses.

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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  17. Comment section

    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.

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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  18. Expand the join limit on tables

    How much trouble would it be to expand the join limits on tables? 61 seems like a big number until you've built out a robust application with a centralized notes area. With so many things coming together in one place those 61 are quickly used up. especially when image, document, and drop downs are included.

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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  19. Sharing from a tablet

    When sharing from a mobile device the list of TrackVia Users/groups/roles does not populate like on PC. This would be a huge help.

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