I would like to see...
Thanks for telling us what you’d like to see in the product!
-
Manage users like any other table
I'd like to be able to search and sort the users table, add custom fields, link to it- basically, the User table should have all the same functionality as any other table in trackvia. Custom views and permissions too.
16 votes -
Allow use of multiple 'new record' forms based on context
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.
13 votes -
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 -
Shared Views - Improving the Look of the Email
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.
7 votes -
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
44 votes -
Column Headers - Please allow "Wrap Text"
It would be very helpful in viewing a table if the column header text would wrap like the record fields. Currently, the column headers are truncated until the user manually drags the column width wider. This creates too much unnecessary work and causes the table to display too much empty space. The user has to continually scroll left and right to view a table. This issue is especially troublesome when a column is grouped or summed, etc. Thank you for your attention to this matter!
25 votes -
Expand the join limit on tables
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.
0 votes -
Include image thumbnails in map labels. Also include more edit-ability in map labels. Add heat maps
Mapped points do not display labels unless hovered over. often times you would want to see all labels simultaneously. Also, the hover box is very limited in the fields that it displays, and reflects the top 2 items in the view. this should be expanded upon to easily add/remove more fields, and also to include image fields. Heat map functionality would also be very beneficial for planning/analysis.
10 votes -
Ability to Sort Charts (Bar) by Both X-Axis and Legend
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.
2 votes -
Apps Script access to auto-counter, triggered and calculated fields
Fairly simple: Apps Script isn't as useful as it could be without being able to access every field in each table. If you use an auto-counter or triggered field for a record ID, you are currently unable to load that record in an apps script (e.g. using loadrecord(), etc).
7 votes -
Export dates in 'yyyy-mm-dd' format
Dates are currently exported in 'MMM dd, yyyy' format (e.g. 'May 21, 2017'), which adds an extra few unneeded steps to re-format date fields when re-importing, as date fields must be imported in 'yyyy-mm-dd' format (e.g. '2017-05-21).
6 votes -
Be able to select "current logged in user" as "default value" in a user field on a form.
As "default value" for a user field, we can currently only choose from an actual user.
But I'd like the default value to be the "logged in user".10 votes -
Admin View of all Notifications and Share Views
Ability to display all Notifications and Share Views created by any user to the Admin (or Super Admins) users. Include an option to mute individual or all notifications and modify/delete notifications and views.
8 votes -
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 -
I would like to see a time only field. the Date and Time field is a duplication and leads to errors when dates are entered incorrectly.
I would like to see a time only field. the Date and Time field leads to errors when dates are entered incorrectly.
11 votes -
Give users access to record history.
Allow users without admin access to view the history of a record.
11 votes -
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.
8 votes -
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 -
URL for uploaded images which can be used in webmerge via zapier
Currently when an image is submitted or a signature, etc, the field returns to Zapier the file name.
This unfortunately is not very useful. Ideally it should return a link to the file.
The reason for this is that with the link, zapier can pass this to webmerge and insert it into a document. Specifically, this is required to create a merged document with signatures. Without this feature capturing signatures is not all that helpful.
15 votes -
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
- Don't see your idea?