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

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  1. Add Conditional Group(s) to Filters

    Currently you are only able to have two levels of Conditional Groups in Filters. This needs to be increased to AT LEAST three levels. There are many cases that are not possible with just two levels. When creating a workflow that moves records from step to step, some fields in the workflow might need to be conditional. For instance, let's say the end-user is usually required to upload a Purchase Order unless that customer is under contract. So, in the form you'd have a "Under Contract" check box and field to upload the purchase order. The idea is that if…

    9 votes
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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  2. Custom Branding: Different Options for Interface Color Themes

    If you would like to see more color theme options in the "Select a Color Theme" drop-down, please reply to this idea with your recommendations and we'll see what we can do to get them added! So we can hone it, please try include a screenshot, website address, and/or RGB or Hex values for the colors you want.

    Thank you!

    3 votes
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    0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  3. Highlight fields to show focus

    Highlight all field types to show focus.

    Currently some fields highlight well (ex. Single Line) while others do not (ex. drop-down).

    For ease of use, many users will tab through their entry fields, this process is difficult if you do not know which field you are focused on.

    4 votes
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    0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  4. Formatting of Views Transfer to Mobile Devices

    It would be extremely helpful for the formatting applied to views to transfer to mobile devices. You can have a view with only two columns and you phone in landscape, but the tow columns are minimized and don,t show all information even though the view when in browser shows the columns to be wide and showing all information. There is no way to change this on mobile or to drag an open a column up to show more of the cut off information.

    1 vote
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    0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  5. MY DEALERSHIP WOULD LOVE A LITTLE MORE FREEDOM IN CUSTOMAZATION IN THE REPORTS, TO ADD AND REMOVE SECTIONS

    MY DEALERSHIP WOULD LOVE A LITTLE MORE FREEDOM IN CUSTOMAZATION IN THE REPORTS, TO ADD AND REMOVE SECTIONS

    3 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  6. Ability to highlight fields and information in the comment section so they standout !

    pretty basic description,ability to highlight info you deem important.

    4 votes
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  7. 5 votes
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  8. "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 →
  9. Please change the text color back. Lime green (or any bright florescent color) is hard to read and when you stare at a screen all day...

    Please change the text color back. Lime green (or any bright florescent color) is hard to read and when you stare at a screen all day.

    Even better please add a color option, because I prefer a dark text with clear contrast. Maybe others like lime green..

    13 votes
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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  10. Grouping views by more than one field

    If you group a view by more than one field, I feel each additional group should be a subgroup of the 1st that requires a drill in to get to.

    Instead of everything on one level like it is now:

    Group 1 Item 1; Group 2 Item 1
    Group 1 Item 1; Group 2 Item 2
    Group 1 Item 2; Group 2 Item 1
    Group 1 Item 2; Group 2 Item 2

    It should work like this:

    +Group 1 Item 1;
    - Group 2 Item 1
    - Group 2 Item 2
    + Group 1 Item 2;
    - Group 2 Item…

    7 votes
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    0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  11. Allow data entry offline

    I believe TrackVia has the ability to a=turn on functionality that allows for data entry to take place while offline (and data synchs once the device is back online). How does one go about activating that feature?

    1 vote
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    5 comments  ·  Flag idea as inappropriate…  ·  Admin →
  12. Allow Applicaton Scripts to run when Select All / Edit All used to update multiple records.

    We setup forms specifically to allow our project managers to 'Mass Update' multiple records, and had to disable the feature because the Application Scripts were not consistently running. It seems if Select All is used to select all rows returned in a filtered view, when you do Edit All, the application scripts are not run, and any updates to be made by application scripts are missed. This is apparently by design, but very poorly thought out, as it essentially makes the edit all fetaure useless if applicaiton scripts are used.

    1 vote
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  13. Change formatting on History Window

    for changes to paragraph fields the history only shows the top 2 lines of text. The browser has to zoom way out to read all of the text and then the text becomes almost unreadable.

    Change formatting to allow admins to see all of the lines in paragraph fields

    3 votes
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    0 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  14. 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 →
  15. A video for new users

    There does not appear to be any one source for explaining TV for new users. I see the "Getting Started" written instructions, however, seeing visual examples with audio would be more effective. There are so many terms, relationships, and concepts to comprehend We have only one person in our organization who is very familiar with Track Via and would like more resources for other new users to get jump-started.

    1 vote
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    1 comment  ·  Flag idea as inappropriate…  ·  Admin →
  16. 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 →
  17. 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 →
  18. 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 →
  19. Timeline improvements

    Firstly, I should say that the new timeline feature is really, really well done. Seriously it's really great.

    There are a couple tiny improvements, though, that would make it much more usable for us. The first is either the ability to set the row height (or at least the 'No Parent' first row) or to be able to drag out of the 'show more' pop-up. When you have more than 3 records in a row, the drag-and-drop feature (which is the best part) becomes much less useful. We often have 10+ records with no parent and would be great to…

    3 votes
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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  20. Ability to subdivide Gantt chart records.

    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).

    3 votes
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    0 comments  ·  Flag idea as inappropriate…  ·  Admin →
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