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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.

    15 votes
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    2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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 →
  3. user management - delete users

    Please can you include a feature to delete users in the Manage User function (as exists in Classic). I am very surprised that it is not already there - surely add, edit and delete are the minimum features needed here?.

    15 votes
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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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' !

    15 votes
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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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 →
  6. Admins Need To Have Ability To Use A Separate Record ID For Imports

    Admins need to have the ability to import via a separate record ID than what is displayed for end-users.

    For better usability, most Record ID's are setup with multiple fields; such as, Auto Number, Category Field, Another Field.

    However, for an admin, we often export large amounts of data, update in a spreadsheet, then need to import back in.
    In the current setup, we must include all the fields that used in the Record ID, even if they are not the fields being updated. If we don't remember to include them, then all the work done in the spreadsheets is…

    14 votes
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    under review  ·  2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  7. Create a Filter for Dropdown Menus in a New Record

    We would love to see a way to filter the dropdown options when filling out a new record. One of the New Records on a Dashboard of ours requires the user to enter the employee assigned to the information being added. There are only a handful of employees that apply to this specific job, yet they have to scroll through the alphabetized list of all 64 employees to find the specific individual.

    14 votes
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    8 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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?

    14 votes
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    2 comments  ·  add new 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. Allow use of multiple 'new record' forms based on context

    Right now a person in any role who creates a new record always sees the same form when they do that- I'd like to be able to designate different forms as the 'new record' form based on context, so, for example, different default values can be set in the form, or only fields relevant to the context are shown.

    12 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  15. Add the "/ERD" as an option on the Relationships page

    I noticed from the webinars that we can add "/ERD" to the end of the URL when on the Relationships page and get a relationship diagram. As this is a very useful feature it would be nice to have this as a "clickable" option rather than type in the URL each time. This would make it easier to switch back and forth between the diagram and the create relationship page.

    12 votes
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    4 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  16. Manage users like any other table

    I'd like to be able to search and sort the users table, add custom fields, link to it- basically, the User table should have all the same functionality as any other table in trackvia. Custom views and permissions too.

    12 votes
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    started  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  17. GAUGE CHART

    Have a "gauge" chart or "speedometer" chart - many examples online i.e. ClicData has one, GoogleSheets has an option.

    Thanks

    12 votes
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    under review  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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 →
  19. 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 →
  20. view

    I would like to see the ability to be able to search for fields when I'm editing a view. It seems like that is the only place where we don't have the ability to search for a particular field.

    11 votes
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    4 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
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