I would like to see...

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  1. Create vCard attachment for person records

    I would like to be able to download a vCard for a person record in a person table. It would likely require either a custom table type, or the ability to map fields from a table to vcard fields--perhaps in a separate wizard in the admin area.

    It could be implemented on forms or views using a custom field type.

    8 votes
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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  2. modify a record in zapier

    It would be very helpful to modify existing records. But really this is a work around for not having a calculated user field in my case. For example.. if I am using TrackVia to dispatch people... I need a way to unassign it at the end of the day if the record is not signed off (ie a condition is not met)

    7 votes
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  3. Shared Views - Improving the Look of the Email

    When sharing a view, the columns expand so much that not all fields show and the data wraps (regardless of how the view looks in TrackVia. The only way to accurately display the info is if the person is a user in the system.

    7 votes
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    4 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  4. Fields, Groups and Totals - Export to Excel feature not available?

    Hi, As i plug along transitioning from Classic to the new platform, I have discovered an alarming capability that is apparently unavailable in 2.0.
    I have many Classic users that use the "Fields, Groups, and Totals" tab under "Modify View" to group and total sales and expense figures by location, entity, etc. They then export these views, grouped and totaled, to excel, where it can be emailed to third parties (such as lenders).

    I am now discovering that the "Format" tab has replaced the "Fields, Groups and Totals" feature in the new platform. I need to group specific fields and…

    7 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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.

    7 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. Email blast

    I'd there to be an option so that all emails can be grouped at once, and email blasted as well. As an copy/pastable email cluster, or something like that. My employer would like an easy way to collect all our emails, put them into one list, and email them all.

    7 votes
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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  7. Quick Filters for mobile

    Currently there's only a search option. Since navigation is more difficult on mobile, it would be very very helpful to have this availability

    7 votes
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  8. Grouping views by more than one field

    If you group a view by more than one field, I feel each additional group should be a subgroup of the 1st that requires a drill in to get to.

    Instead of everything on one level like it is now:

    Group 1 Item 1; Group 2 Item 1
    Group 1 Item 1; Group 2 Item 2
    Group 1 Item 2; Group 2 Item 1
    Group 1 Item 2; Group 2 Item 2

    It should work like this:

    +Group 1 Item 1;
    - Group 2 Item 1
    - Group 2 Item 2
    + Group 1 Item 2;
    - Group 2 Item…

    7 votes
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    0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  9. Allow a developer to include "comments" to a field in table setup mode

    Could each field not have the ability to include a comment accessible only from the table setup?

    7 votes
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  10. Increase the size of handles on scroll bars

    Both Horizontal and Vertical scroll bars are hard to use. Navigation would be easier if these were widened.

    7 votes
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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  11. Alternating row formatting

    For large tables, it would be helpful if we had the option to have every other row be shaded differently. Would definitely improve user experience.

    6 votes
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  12. URGENT - Security Issue with Passwords

    TrackVia does not force any kind of password strength requirements right now. It looks like it will even accept 'password' as a password. It's very important that this is fixed, since there's no way we can check if our users are using secure passwords.

    7 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Ad subform to form (add multiple products from the same table in one form)

    If I could add multiple products from the same table in one order form, it would take less time.

    The situation now is like this:

    When I have a customer that buys one product I need one form to do that (Connect product table and costumer table via Sales Order Form). But when I have one customer that buys multiple products I have te repeat the proces multiple times (One product per form).

    Kind regards,

    M. Cooiman

    6 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  14. Upload multiple documents to one document field

    Upload multiple documents to one document field. I hate having to add multiple fields for images, etc.

    6 votes
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    6 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  15. Apps Script access to auto-counter, triggered and calculated fields

    Fairly simple: Apps Script isn't as useful as it could be without being able to access every field in each table. If you use an auto-counter or triggered field for a record ID, you are currently unable to load that record in an apps script (e.g. using loadrecord(), etc).

    6 votes
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  16. Assign attributes to users

    It would be nice to be able to add custom fields to the user table. For instancy, to put a person's email address, title or manager. We have a use case where we want to show all projects assigned to direct reports of the current user.

    6 votes
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  17. Add images to forms

    On a production site, we are using Trackvia forms as work instructions that can record the operations have been correctly done.
    Some time a text like "Check the tightness of the screws" is not enougth to guide the operator.
    That why we would appreciate to have the ability to add pictures in the forms (as template)

    6 votes
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    4 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  18. Integrate with Tableau

    The existing visualizations options are limited and difficult to build. Creating an API that links TrackVia date with Tablau data visualization software would allow the the creation of more advanced interactive visualizations.

    6 votes
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  19. Other Option for Checkboxes

    It would be super-helpful to allow an "Other" option on checkboxes that allowed something to be typed-in if that was selected. A sample is attached in a screenshot.

    Right now, I just add an "Other" text field, but it's not ideal.

    5 votes
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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  20. Add multiple child records by selecting multiple entries in a parent view

    It would be really handy to be able to create multiple child rows (e.g. asset tracking events for serial tracked assets) based on a current selection of parent rows (i.e. the assets you want to create a similar tracking event for).

    I understand that a similar effect could be achieved with a few extra tables to group assets together, but the ability to do this quickly in an ad hoc fashion would make the system vastly more flexible and rapid to perform common tasks.

    Additionally, these asset tracking 'groups' tend to not have any long term significance (maybe a tracking…

    6 votes
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