Right now a person in any role who creates a new record always sees the same form when they do that- I'd like to be able to designate different forms as the 'new record' form based on context, so, for example, different default values can be set in the form, or only fields relevant to the context are shown.

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.

I would like to have the ability to apply multiple dates to a Gantt chart for a conditional formatting effect.
Example: I have a table of projects that I represent in a Gantt chart view. These projects have multiple stages, which I would like to represent on that chart (e.g. Planning stage: yellow, Labor stage: green, Post stage: orange).

When sharing records it would helpful if there was tracking to see if/when a record is shared and who it was shared with. It is especially helpful to communicate information in TrackVia with a non-user who is a customer or vendor, but there is no record that the activity took place.

I have a line graph with dozens of customers (3 pages) worth on the little table. If I want to compare one customer to another I either need to quick filter, or click off 32 other vendors. It would be great if I could just click them all off, and then just click a few of them back on to quickly see how customers stack up..

On mobile, it is nice how you can either "Use current location" OR click the map, and drop a pin to get your XY coordinate. on desktop, i must use an address which may yield an inaccurate/ imprecise location, or i must go to google maps to grab an XY coordinate. it would be nice if i could map a location on desktop by dropping a pin, as i can do on mobile.

How much trouble would it be to expand the join limits on tables? 61 seems like a big number until you've built out a robust application with a centralized notes area. With so many things coming together in one place those 61 are quickly used up. especially when image, document, and drop downs are included.

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.

When sharing from a mobile device the list of TrackVia Users/groups/roles does not populate like on PC. This would be a huge help.

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

I would like to see the ability to break down Gantt Chart records into multiple phases.
There is currently only one "Start" & "End" date allowable, is it possible to allow multiple with varying color-schemes?
This would be helpful in seeing the phases of a project (e.g. Planning, Pre, Project, Post) without having to create multiple records for each project...
Thank you!

When sharing a view, the columns expand so much that not all fields show and the data wraps (regardless of how the view looks in TrackVia. The only way to accurately display the info is if the person is a user in the system.

I'd like to see the ability to sort a Bar Chart ascending by the X-Axis (currently possible) without the Legend being resorted to match the order in which the items appear in the chart.

The Legend should remain numerical/alphabetical regardless of the sort order of the X-Axis.

The same is true in reverse. If I sort the Legend, the X-Axis should not resort itself but remain ascending/descending.

In a map view, I have a limited amount of records to show (up to 100). I would like to see ALL GPS location records in 1 map view (without having to change pages and without having a maximum of records to be displayed).

if you are using a form to only view data, or if a form includes data that is read-only anyways, it would be nice to have the option to show/hide that field based on whether or not it has a value in it. This ensures that data will only be displayed when data is actually present.

In the legacy system, when we modified a dropdown selection, the system would ask us what dropdown selection to replace for current records in the system. Would love to see this in Enterprise.