I would like to see...

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  1. 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 →
  2. Give users access to record history.

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

    11 votes
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    4 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  3. 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 →
  4. 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.

    11 votes
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    0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  5. Form For Easy Search Involving Multiple Criteria

    For many end-users, creating a filter is a bit too complicated. Accordingly, I prefer serving up all functionality to my end-users via designed workflows and dashboards. However, many times, our people are speaking with customer prospects that want to know what of the thousands of products we carry meet their various criteria. This could easily involve 10 criteria (ex. Style, Fabric, Territory, Price, Certifications, Manufacturer...). I propose that TrackVia enable end users to search for records based on multiple criteria by entering them in a blank data entry that is placed in "Search Mode." Using the same data entry form…

    11 votes
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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  6. Batch Printing / Document Merge

    Being able to print the forms for all records in a view would be extremely beneficial. Being able to do this and at the same time do a merge with a template from word or something similar to format an invoice or the like would be HUGE

    10 votes
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    3 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  7. Include image thumbnails in map labels. Also include more edit-ability in map labels. Add heat maps

    Mapped points do not display labels unless hovered over. often times you would want to see all labels simultaneously. Also, the hover box is very limited in the fields that it displays, and reflects the top 2 items in the view. this should be expanded upon to easily add/remove more fields, and also to include image fields. Heat map functionality would also be very beneficial for planning/analysis.

    10 votes
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    0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  8. Be able to select "current logged in user" as "default value" in a user field on a form.

    As "default value" for a user field, we can currently only choose from an actual user.
    But I'd like the default value to be the "logged in user".

    10 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  9. More than one form for Limited Roles

    Allow permission for limited users to use more than one form to enter records into a table.

    10 votes
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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  10. Allow admin to search record history.

    Sometimes the record history is too long and clicking "load more" over and over can be tedious.

    9 votes
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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  11. See a list of which fields are used in which filters.

    I have so many filters, but if I change a field, sometimes my filters and view break without me knowing it. I need a way to be able to check which filters use which fields.

    9 votes
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    under review  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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 →
  13. 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 →
  14. 8 votes
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    5 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  15. Python 3.x API Updates

    I would love to see the python sdk get updated to work with python 3.x. I am building a customer facing app (to serve up some of our customer data) using django and they drop support for python2.7 in 2020. Please update the sdk for python3!!!

    9 votes
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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  16. More chart to table options

    Give the option to convert a table to a chart and vice versa rather than creating a new view. Additionally, please add the ability to add multiple chart using different data arrays and still have them grouped under one single view instead of a bunch of views for a bunch of different charts.

    8 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. manage user - should be similar to a table

    i need to be able to export the list of users and status

    8 votes
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    planned  ·  3 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  18. Schedule uploads

    The ability to schedule automatic record updates/additions by accessing excel file stored in a place like dropbox

    8 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  19. Dynamic notification recipients

    It would be great to be able to delivery notifications dynamically to an email address contained in a field in the record that triggers the notification, instead of only to a predetermined person/role.

    8 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  20. Permissions: Edit only own records (View other user's but no edit)

    Now the permissions to choose from are “View only” “View & Edit” “View, Edit & Delete”.
    WE NEED a 4th and 5th option:
    ・View all & Edit only records of current user
    ・View all & Edit only records of users of the same role

    I think this feature is required by almost every company.
    I really need this function to be able to stop my users from editing records of other users. Or with a small team, to be able to stop teams from editing the records the other teams make.

    Apparently, after some back and forth with support it's…

    8 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
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