I would like to see...

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  1. Ability to "view as" a certain user / sign in as user.

    I think this was a feature in the previous version of TrackVia, however I never used it.

    It would be really useful for admin to be able to see a certain view / form / entire role in the way that a limited user would.

    When I create new functionality I find it is easy to forget some details (eg giving access to the preferred parent view in a drop down field on a form, or assigning the correct form to a new view), so I usually end up borrowing a computer from a limited user and then going back…

    6 votes
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    2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  2. Drag and drop calendar view for scheduling

    Hello Trackvia,

    A calendar view would be useful a feature to Trackvia for many types of business operations. It would be very practical to have a drag and drop calendar view to schedule records for example as tasks, events, resources, rentals, dispatch, etcetera.

    If you ad a record to the calendar view you can drag en drop, expand and shrink the record for maximum flexibility and speed what is needed during operations.

    Kind regards,

    Mauricio

    35 votes
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    2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  3. Drop Down List of Views

    Drop Down List of Views should be sorted alphabetically; currently listed in order of creation.. high degree of visual confusion. This sounds like an easy quick improvement. See screen shot.

    6 votes
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    completed  ·  2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  4. Cloning Records

    I would like to see the ability to be able to clone a existing record and have the new record have it's own record ID. The first record almost acting like a template.

    7 votes
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    completed  ·  4 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  5. Show/Hide Feature on Forms

    The current show/hide feature on forms only allows for a condition or always. In the classic version, it allowed the user to collapse or open a section when that section was needed to be viewed. This allowed for ease of scrolling and viewing when dealing with a larger form. I do not see that ability in this feature and would like it.

    2 votes
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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  6. Don't display the Record ID field in a child view.

    I don't want to display the Record ID field in a child view. It shows up in the view, even though it is not added to the list of fields.

    1 vote
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    completed  ·  2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  7. Conditional field options in form

    Ability for field drop down options to change depending on the answer to previous form field. For example, "Vehicle make" field is selected (Toyota) then "Model" field would only show models made by Toyotas i.e. Prius, Camery etc.

    27 votes
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    3 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →

    We now have the ability to apply a filter rule to a relationship field on a form. This allows to limit the options one can choose in a relationship field based on what is chosen in another relationship. Enjoy!

  8. Using {{OLD}} Through Parent/Child Calculations

    Having tons of potential customers who need historical data on orders. Orders link to a Products table with pricing. The problem is that the pricing on products can change over time, and changing on the Products table changes all historical pricing data for that product.

    Love that {{OLD}} is in place now, but doesn't work for this because it needs to reference a calculated field.

    2 votes
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    3 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  9. Be able to make Linking fields "required"

    Really like the way table relationships are set up in the new version! Makes creating relationships really easy.

    There's been requests to have the "link to parent rule" that was in classic added to the new version, which I understand is very difficult for you guys to do with the new structure.

    While that's in development, would it be possible to make linking fields "required"?

    Lets say I have an activity table. I need an activity to link to a Company and Contact (both individual tables). Since the link to parent rule isn't in place yet, it would be immensely…

    6 votes
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    2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  10. Forms - Allow users to select (and copy) calculated field text

    Currently calculated fields are disabled textarea controls, which prevents users from being able to select the text and copy the contents.

    Selecting calculated text can be useful in a variety of scenarios. I like to use them when copy/pasting calculated descriptions to override description fields.

    7 votes
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    completed  ·  2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  11. Wrap text in the fields

    It would be very helpful if we could wrap text in the field so all text would be visible instead of only seeing a portion of the text. This was a feature that was in the previous version.

    1 vote
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    completed  ·  1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  12. Cross App Links between Tables

    The inability to link across apps limits the usefulness of the Apps concept.

    For example, if I want to put Tables like Accounts, Contacts and Sales Opportunities together in an app (e.g. "CRM") and other Tables like "Tickets", "Known Issues", "Deployed Equipment" in another app called "Support" it is not at all clear to me how I create a direct (or indirect) link between a Support Ticket and the Account.

    This is part of Classic - why the change?

    7 votes
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    completed  ·  1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  13. Total Visible Dashboards

    I would like to see the number of Dashboards visible in an App (before the More dropdown appears) increased from the set number of 4 to a dynamic value based on the size of the browser window - smaller browsers display fewer tabs, but larger monitors/browsers can display several (if space allows).

    7 votes
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    3 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  14. required fields in forms that are not required in table

    Give the option to make fields in individual forms required even if they are not required fields in the corresponding table. This ensures that all the needed data is captured if forms are distinct but populate the same table.

    19 votes
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    3 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  15. Make {Created By User} available in calculated text fields.

    I don't see any reason why this is not allowed.......
    I need this to create a "Most recent action USER" on the company level.

    → if({Created}={Companies}.{Company}.{Most Recent Action Date},{Created By User},"")

    16 votes
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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  16. Roll-up Options for Forms section

    Add an option that minimizes or rolls up a section in the form so that it can be expanded only if needed.

    10 votes
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    0 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  17. formula to calculate distances between locations

    A formula to calculate distances beween locations (city, state, zip code, country, latitude, longitude, etc). Also, the ability to plot locations and drive time between locations on maps would be great.

    16 votes
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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  18. make a copy of role permissions

    If you have many man tables like we do and many different roles, creating a new role is a painful process. The ability to start with a copy of an existing role to modify would greatly save time

    17 votes
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    completed  ·  3 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  19. The ability to use Trackvia OFFLINE

    We travel overseas, and would like to use Trackvia OFFline on the IPad. The internet coverage is often non-existand or very patch, and uploading in the hotal at the end off the day would make more sense.

    4 votes
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    completed  ·  1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  20. Sort Order for Preferred Parent View Lookups

    I would like to see the look-up field to a Preferred Parent View (new feature released this week) to be sorted alphabetically.

    Even with the parent view sorted, the child table lookup field is not. This causes the lookup to be cumbersome when there are many values in the parent view.

    1 vote
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    completed  ·  2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
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