I would like to see...

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  1. Ad subform to form (add multiple products from the same table in one form)

    If I could add multiple products from the same table in one order form, it would take less time.

    The situation now is like this:

    When I have a customer that buys one product I need one form to do that (Connect product table and costumer table via Sales Order Form). But when I have one customer that buys multiple products I have te repeat the proces multiple times (One product per form).

    Kind regards,

    M. Cooiman

    6 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  2. Row Width Settings and cell margins

    The Row Height Setting feature is great, and I would like to see something similar for row width. Currently, you must manually double-click or click and drag the row border to re-size a row's width. These adjustments are lost upon logout and need to be made every time I log in again. I would like to set the widths so they are all uniform.

    Also, the column margins could be tighter. The header's (Field name/Title) cell margins don't need to be so big. When you make the row width too small you get "..." which takes up alot of space.…

    2 votes
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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  3. Internal TrackVia Action Triggers - ala Zapier

    I would love to see an internal mechanism to create records, or perform some other action, within the TrackVia application when certain criteria is met.

    We currently have the Zapier integration which is great for external applications, but this request is for actions being performed within TrackVia.

    We should not need a 3rd party application to trigger an internal action within TrackVia for something performed within TrackVia.

    1 vote
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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  4. Emailing Filtered Reports

    Really like the ability to email reports - however, when a filter is applied to a view or report you can go through the process of emailing a report but it never comes through. I'm assuming this is a bug tied to the filtering.

    If you could pull up a view, filter it by a field, and then email that filtered report that would be great.

    Thank you!

    3 votes
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  5. Ability to use TrackVia apps without logging in

    Use Kerberos type authentication so users are already identified and can access TrackVia apps by clicking relevant link without stopping to log in every time (and keep track of yet another password).

    1 vote
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  6. If the new note date "Today" button is supposed to save users time; why not put it at the top of the drop down menu? Efficiency is key :)

    If the new note date "Today" button is supposed to save users time; why not put it at the top of the drop down menu? Efficiency is key :)

    1 vote
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  7. See a list of which fields are used in which filters.

    I have so many filters, but if I change a field, sometimes my filters and view break without me knowing it. I need a way to be able to check which filters use which fields.

    9 votes
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    under review  ·  3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  8. 1 vote
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  9. Multi-criteria Quick Search

    I have some users that would like to use the Quick Search for multiple search-terms with an OR condition/operator.

    Currently, the Quick Search returns and AND operator.

    To differentiate the current search function with the new feature, perhaps the search string for OR conditions can be entered with some type of delimeter, such as:

    apple OR orange OR banana (specifying OR)
    apple;orange;banana (separating with semi-colon)

    5 votes
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    under review  ·  0 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  10. iOS - Searching views should return all matching items, not just records visible on the screen

    When searching a view on the iOS mobile application, it appears to only return results that have been loaded in the view. Since the iPad only loads X number of items at a time (have to click "Tap to Load More"), I'm unable to search views with more then 25-50 records. When searching I would like the application to get the results from the server, not just the loaded items. A possible compromise would be to see the results from loaded items and give me a "Tap to Search All Records".

    3 votes
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    0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  11. More advanced import

    I need these options ASAP:

    1) If a field is blank: update with the info of the import file.

    If a field is not blank: DO NOT UPDATE
    

    2) Checkbox field: Update with the options of the import file, but do DO NOT remove current checkboxes.
    e.g.
    A record has a field "checkboxes" with checks in: A, C. [B is empty]
    If I import a file with "checkboxes": 'B' it will return as: A, B, C.

    1 vote
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    under review  ·  2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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 →
  13. A View that Looks like a Form

    The headline sounds crazy but hear me out. I want a user to be able to look up a record without seeing all of the records. The view could be set up with only a search option and the only search matches are shown.

    6 votes
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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  14. iOS - Delete Cache Button Functionality (instead of sign in/out process)

    A lot of issues experienced on the iOS devices (foreign key violations, form issues, parent lookup caching, etc.) can be resolved by logging out and back into the TrackVia (actual sign out of TrackVia via Settings, not closing the application). I would like to have the Sync Resources button (or another one, not to be picky) that will perform the same refresh/clearing of cache settings as the sign in/out process.

    1 vote
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    under review  ·  0 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  15. Bulk edit a page

    The ability to bulk edit/delete ALL my records is great when I create a filter, etc, etc, but I don't always want to take the extra step.

    Instead I would like to see the ability to click a checkbox to select the records on one PAGE at a time.

    Thanks!

    1 vote
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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  16. Creating Notifications from Chart views

    We are able to setup Notification Rules from a View, but only if that View is a grid type.
    I'd like to setup Notifications from Charts/Graphs also.

    This will prevent us from having to create two identical Views: One for display (Chart), and one unseen View (Grid) used strictly for triggering a notification.

    1 vote
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    under review  ·  1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  17. Date Swimlanes for scheduling?

    We find swimlanes very useful for organizing our production process. We'd like to see this feature expand into dates. It would be great to filter the view to a week or two, and then have 7-14 days of swimlanes to drag batches onto for scheduling.

    Additionally, having the ability to add more info to the "record" identifier box would be huge.

    Thanks!

    Jon

    4 votes
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  18. Top menu in desktop browsers should support smaller browser widths/resolutions

    Depending on the name of the application and the width of your web browser on a desktop, the menu wraps causing display issues with the admin menu and the top of the page content.

    This causes havoc when using TrackVia in a split screen (two browser windows across a single monitor). Depending on the name of your application it can cause problems between 960-1040px widths.

    Attached image to show an example of the problem.

    1 vote
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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  19. Dual Dashboard Names

    I would like the ability of setting dual names to a dashboard:
    - One for an Admin view where I can add other information, such as: "RW" or "RO" to know this dashboard is for a certain group of users.
    - The end-user display name.

    Currently, I only see the end-user display name, and if I name multiple dashboards the same name (for a consistent look and feel), its difficult to know which is which.

    4 votes
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    3 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  20. Dropdown Menu Subheadings

    I would like to see the ability to add subheadings to dropdown menus to better organize long lists of options

    1 vote
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
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