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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  2. 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 →

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

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  5. 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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  6. 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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  7. Admin View of all Notifications and Share Views

    Ability to display all Notifications and Share Views created by any user to the Admin (or Super Admins) users. Include an option to mute individual or all notifications and modify/delete notifications and views.

    8 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…

    8 votes
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  9. 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
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  10. 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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  11. 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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  12. Sort Order for Fields in Drop-down Lists

    I would like to see drop-downs that list table Field Names be in alphabetical order.

    It appears the Field Names are currently in the order of how the fields appear in the table builder.

    It would make things alot easier if drop-down lists were sorted alphabetically regardless of the order in the table.

    Some areas this would apply:
    - Selecting Record ID's
    - Filters
    - Formula Builder Pop-Up Window
    - View Builder
    - Form Builder

    7 votes
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  13. 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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  14. More info about current fields, where they are used, etc.

    A Database is really hard to keep clean once you have more than 100 fields per table, and you need to work on the DB with more than 1 person.
    To keep it organized I'd like to remove fields that have become obsolete, and see which fields are critical to keep!
    That's why I'd like an overview of:
    1) Which fields are used in which views
    2) Which fields are used in which calculated fields
    3) Which fields are used for which filters
    Now I am currently manually doing this and it's become more and more difficult to keep track.

    7 votes
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  15. 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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  16. 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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  17. 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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  18. 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).

    7 votes
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  19. 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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  20. "Whiteboard" option on homepage of the user dashboard

    I'd like to see an option to have a simple "Whiteboard" on the home screen of the Dashboard. We could put objectives, open issues, reminders etc...

    7 votes
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