I would like to see...

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  1. Ability to include grandparent fields in grandchild tables and forms

    Lets say I have a table (T1) with a parent table (P1), which in turn has a parent table P2. I'd like for the ability to pull fields from P2 into T1's table, forms and views easily. Right now I have to pull them into P1 first before I can use them in T1.

    31 votes
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    5 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  2. Copy graph views into word docs, emails etc.

    I have several ways that I want to display and manipulate my data. To compile all my graph (views) and applicable narratives into one document I need to copy and paste them into Word. I am currently exporting to Excel, creating a graph (that looks the same as it does in TV!) and then copying it into the one cohesive Word document. If I could just copy the graph directly from TV, I would not need to utilize Excel.

    2 votes
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    2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  3. Basic formatting in Paragraph text fields

    The ability to apply basic formatting to paragraph fields would be a huge bonus. Bold/Italic/underline/font size/color would allow these fields to be much more functional for us.

    5 votes
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    1 comment  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  4. Views should auto-refresh

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

    18 votes
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    5 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  5. 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 →
  6. 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 →
  7. 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 →
  8. More than one form for Limited Roles

    Allow permission for limited users to use more than one form to enter records into a table.

    10 votes
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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  9. Increase the size of handles on scroll bars

    Both Horizontal and Vertical scroll bars are hard to use. Navigation would be easier if these were widened.

    6 votes
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    2 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  10. 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 →
  11. 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 →
  12. Ability to see assigned Roles from User Account

    I would like to have the ability to see the Roles a user is assigined to while managing the User's Account?
    Currently, we have to through each separate Role to find them.

    20 votes
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    4 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  13. 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 →
  14. Expand the Quick Search Box to Include Record ID / Link To Parent Fields

    I would like to see the ability for the Quick Search Box to also search the Link To Parent values.

    During my testing, I've found that the LTP Record ID values are not found when searching. This means I need to include a "duplicate" field in my View to display the same value already displayed in the left column link fields.

    Having this search capability means we do not have to have oversized Views with duplicate columns.

    0 votes
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    3 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  15. Print from iPad?

    I need an easy way to print a record from the iPad

    4 votes
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    0 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  16. 27 votes
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    12 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Email blast

    I'd there to be an option so that all emails can be grouped at once, and email blasted as well. As an copy/pastable email cluster, or something like that. My employer would like an easy way to collect all our emails, put them into one list, and email them all.

    7 votes
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    1 comment  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  18. Add record count to table "tiles" in app overview page

    Display the number of records contained in a given table in their tile.

    6 votes
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  19. 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 →
  20. 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 →
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