Print / email record as a .pdf.

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...

At the moment the 'units' in the date formulas include days, weeks, months, years etc...but not working days. This would be hugely beneficial to business' !

Utilize the user group feature to be able to adjust the log out intervals based on the users role. For example, our crews out in the field travel from job to job and get logged out every time. It would be helpful for users that have long intervals between application use to be able to stay logged in.

Can you add the feature for Super Admin's to select a default form instead of using the generic form. It is very time consuming to constantly have to change it to the preferred form when viewing records. We should be able to select the record and view it the same way a limited user sees it.

It is imperative to guard sensitive data.
Masked fields in classic provided the ability to safeguard passwords, SS#, CC info.

Trackvia Classic had this feature and it was very useful. Although it is good to be able to plot a map through GPS info, sometimes the info in the office is of an address and it should be able to be plotted for sheduling purposes.

When viewing a record on a mobile device in a form, you should be able to click the number and immediately call it like you can from a view. Even if it is a locked field, clicking a number only brings it up to copy.

Love the ability when entering a location that latitude and longitude is displayed as separate entries. I would like the ability to be able to use those coordinates (Latitude & Longitude) in a formula to make our own maps, specifically for our business. I tried using the "Location" field and snipping it and also simply copying it, but neither method works.

I have no clue if this is a major issue, or can be done, but would appreciate it, if possible.

Thank you.

Lee

Being able to print the forms for all records in a view would be extremely beneficial. Being able to do this and at the same time do a merge with a template from word or something similar to format an invoice or the like would be HUGE

Please add back in the document merge function that was present in Track Via Classic. Using Zapier with WEbMerge is not a valid option given the extreme expense of WebMerge. Be able to produce documents from within a product should be a no brainer. Please bring this back, as the lack of this feature will cause us to look elsewhere

It would be valuable to have a "General Notes" section in Trackvia in each customer file. I am coming across numerous instances when I want to note things on the account, but at the moment, there is no place to put any general notes. It would be good to have this option under each customer so that anybody who pulls up the file in Trackvia will be able to see any pertinent notes on the file.

When entering in new building departments, it would be helpful to have a spot where you can put "Contact Name & Position". Right now there are only spots to input phone numbers and email addresses.

I would like to see the ability to be able to search for fields when I'm editing a view. It seems like that is the only place where we don't have the ability to search for a particular field.

I would like to have a HOME BUTTON in the APP. The way it is now, forces be to go back several pages before landing in the one I´m looking for.
This substracts efficiency and user friendliness.

It would be helpful to see if we a previous follow-up to a project has already been sent. Without seeing shared records in project notes, we would have no way of knowing.

My app is multi-lingual (5 different languages). Now, I have 5 times as much tables, views and forms (we had to basically develop 5 apps) because TRACKVIA doesn´t support Localization services which are translation services that allow to have only 1 set of tables, views and forms.

In the calculated fields of tables, it would be nice to be able to comment our formulas like you can in programming languages and even in Excel. In Excel, this is done through the N() function. You add the N("Insert Your Text Here") to the end of a formula to be able to go back at a later date and give yourself or your teammates an idea of the logic behind the function. This would be very useful when creating complex if() functions.