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

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  1. Flow for automatic assignment for staff

    Feature to have a system that will scheduele staff for their tasks automatically. Based on the input criteria etc.
    I’m sure this could be integrated with flows

    1 vote
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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  2. Print to .pdf

    Print / email record as a .pdf.

    2 votes
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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  3. Have Working Days as a unit for formulas

    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' !

    14 votes
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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  4. Batch Printing / Document Merge

    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

    10 votes
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    3 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  5. document merge

    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

    41 votes
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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  6. Error Handling for Image Fields

    I would like to see some type of error handling on the Image field.

    Currently, this field will accept any type of file with no error being returned to the user. The result being that no one can see or access the attached file when it is not an image.

    The Image field should only accept images and nothing else.

    3 votes
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    2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  7. Validation rule needed to prevent two dates from conflicting with each other. Example: "Next Review" should be later than "Last Update"

    Validation rule needed to prevent two dates from conflicting with each other. Example: "Next Review" should be later than "Last Update"

    4 votes
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    3 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  8. Add piece of HTML / Text / image to dashboard as widget.

    We're able to add webpages in a widget, but I would love to add HTML or pictures, or even just some text as a widget to dashboards.

    This way I could write explanation / rules for all my users about the views and forms I put on the dashboards.

    We work in 6 different locations throughout Japan and the rest of the world, so it's very hard to make sure everyone uses everything correctly.

    15 votes
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    2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  9. Automatic logout/time out

    It would be incredibly helpful to have an automatic logout feature so that if a user closes the window without logging off, he/she has to login again. Similarly, a login left unattended for more than a preset time would automatically log out. Thanks for considering!

    6 votes
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    under review  ·  1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  10. Create a "trash" folder/area where deleted records can be recovered when they are deleted accidentally.

    Provide ability for a user to recover a record that has been previously deleted.

    53 votes
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    under review  ·  7 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  11. 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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    0 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  12. "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...

    5 votes
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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  13. Set inactivity log out duration for different user groups

    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.

    1 vote
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    0 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  14. Super Admin Default Form

    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.

    4 votes
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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  15. Masked fields "XXXX-XXXX-XXXX-XXXX"

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

    4 votes
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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  16. Maps - Plot a map with an address

    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.

    1 vote
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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  17. Dial phone numbers from a form view on mobile devices

    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.

    2 votes
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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  18. Latitude & Longitude

    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

    1 vote
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    2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  19. 1 vote
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    2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  20. 4 votes
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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
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