I would like to see...

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  1. Fields, Groups and Totals - Export to Excel feature not available?

    Hi, As i plug along transitioning from Classic to the new platform, I have discovered an alarming capability that is apparently unavailable in 2.0.
    I have many Classic users that use the "Fields, Groups, and Totals" tab under "Modify View" to group and total sales and expense figures by location, entity, etc. They then export these views, grouped and totaled, to excel, where it can be emailed to third parties (such as lenders).

    I am now discovering that the "Format" tab has replaced the "Fields, Groups and Totals" feature in the new platform. I need to group specific fields and…

    7 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. Give users access to record history.

    Allow users without admin access to view the history of a record.

    8 votes
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    4 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  3. Dynamic notification recipients

    It would be great to be able to delivery notifications dynamically to an email address contained in a field in the record that triggers the notification, instead of only to a predetermined person/role.

    7 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  4. Default a date field on a form to another date field

    Like when you're buying a round-trip airplane ticket- the 'return flight' defaults to after the date of your outgoing flight. I'd like to able to set a date field in a form to default to the value entered in another date field already.

    0 votes
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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 →
  6. 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 →
  7. 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.

    14 votes
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    2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  8. Importing for limited users

    I would like some users assigned to a specific role to be able to import to specific tables without being a full App admin. The only option in a limited user views seems to be to add a single new record.

    29 votes
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    planned  ·  1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  9. Conditional required fields on the form level.

    I really need an option to make a field required in the form IF a certain checkbox or dropdown is selected / checked when creating/editing the form.

    E.G. if a form gets a checkbox in "Cancellation" then the text field "cancellation reason" would become a required field as long as that checkbox has a check at "cancellation".

    This seems fairly easy to build with JavaScript, so I hope for this option as it would open up new possibilities!

    56 votes
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    4 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  10. Duplicate App

    When will we be able to duplicate apps?

    42 votes
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    under review  ·  0 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  11. Role Specific Required Fields on a Form

    I think it would be a good enhancement to have Role Specific Required fields on a form. This would assist in work flow across multiple functions and to ensure each role completes their section correctly.

    There may be a work around lie creating a new form for each role in the process and editing them accordingly but this idea would make it dramtically easier.

    4 votes
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    3 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  12. 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 →
  13. 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 →
  14. 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 →
  15. Tighter Form Builder Layout

    I would like to see a "tighter" layout of Forms. Currently, I feel the fields are too large with the font size, in-field padding, and the field-to-field padding.
    If we had the ability to reduce the size of the fields and padding, the presentation wouldn't look so large with alot of wasted screen real estate, plus we could potentially squeeze in 5 or 6 columns wide.
    Thanks!

    64 votes
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    4 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  16. Views should auto-refresh

    Views should auto-refresh when changes are made or at a set interval

    17 votes
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    5 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  17. Calculated Links to Parents

    Classic introduced the idea that a record could be linked via computed value (when first created). Linking a child record to the host of parents that are often logically connected is prone to error, but more importantly is something my users aren't willing to do.

    For example, if I link a Support ticket to a Contact, it makes sense that the Ticket would link, in turn, to that Contact's parent Account - without the user having to enter the information. You were almost there on this feature in Classic - why is it absent here?

    16 votes
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    2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  18. Radio buttons vs Dropdown menu!!

    No matter how you think about it, RADIO BUTTONS are 100 times faster to click on than choosing something in a dropdown menu!

    Another REALLY EASY to implement improvement, and LOTS OF PRODUCTIVITY for everyone!

    I would make it as on option to "show a dropdown menu as radio buttons".

    14 votes
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    3 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  19. Re-enable previously hidden dropdown options.

    I deleted some dropdown menu options because I wanted to temporarely hide them. But now I cannot find them back in the dropdown-menu editor. Do I have to go check the DB, because I cannot find a list of all dropdown options I've ever used...

    1 vote
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    under review  ·  4 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  20. In App Communication Tools

    When is TrackVia planning to Add In-App Communication (Chat) to collaborate with others in their TrackVia CRM, PM and other custom apps?

    1 vote
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    3 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
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