How can we improve TrackVia? What features should come next?

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Search function: Non case specific

ie. I search Taylor and it's listed as Taylor it comes up in search

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Cameron shared this idea  ·   ·  Flag idea as inappropriate…  ·  Admin →

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  • Jake Marwil commented  ·   ·  Flag as inappropriate

    Hi Vic,

    It sounds like you are referencing the lookup field in a child form that links to the parent table. This lookup field is named by combining the name of the child table with the name of the parent table. In your example, if you try adding a record to the Invoices table, there should be a field called 'Invoices Customer'. This field is a drop down of the available linked parent records from the Customer table. If you enter part of the name of a Customer, it will narrow down the list to your search term. Please let us know if you have any further questions.

    Regards,

    Jake

  • Vic commented  ·   ·  Flag as inappropriate

    There used to be an autocomplete quick search, i.e. if I have an Invoices table and a Customer table and create a new invoice record, you could search for a customer by entering part of their name. Can you still do this?

  • Derrick Kotlus commented  ·   ·  Flag as inappropriate

    Cameron,

    I'm not quite sure what functionality you would like to see. Could you please elaborate?

    Derrick

I would like to see...: improve existing feature

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