I would like to see...

Thanks for telling us what you’d like to see in the product!

  1. Form printing

    Printing forms is great feature. Unfortunately, the spacing between rows of fields AND sections of the form is so generous that my forms that should print on one page are being spread out over two pages.

    When a section is hidden from the form because of the result of a show/hide rule, there is additional spacing where that section would have been if it weren't hidden.

    Also, when a form has a "view section" the view section box is enormous whether there is one child record or several.

    The form printing feature may be improved if the row spacing was…

    8 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  2. Easily customized database export

    So many great updates like matching categories on import and searchable tables beyond the first 100 results. thanks

    The one thing that would make TrackVia near perfect for our business would be the ability to easily customize the list for export based on factors.

    For instance, we have mailing to go out and we want to target a certain market, number range etc. we can just pick each database row and customize the export parameters.

    ie. Mail to A-J last names on our list, in Phoenix and Scottsdale, unit counts 50-250 who haven't been contacted in 4 months. (all current…

    8 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  3. Conditional Required Fields

    It would be great to add this feature to forms. There are old topics about this that have been inactive for a while so thought I'd try to pump the billows to get the topic going again.

    8 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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)

    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  7. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    4 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  8. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  9. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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 1
      
    7 votes
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    6 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  17. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  19. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  20. 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
    Vote
    Sign in
    (thinking…)
    Sign in with: Facebook Google
    Signed in as (Sign out)
    You have left! (?) (thinking…)
    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  • Don't see your idea?

I would like to see...

Categories

Feedback and Knowledge Base