I would like to see...

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  1. More info about current fields, where they are used, etc.

    A Database is really hard to keep clean once you have more than 100 fields per table, and you need to work on the DB with more than 1 person.
    To keep it organized I'd like to remove fields that have become obsolete, and see which fields are critical to keep!
    That's why I'd like an overview of:
    1) Which fields are used in which views
    2) Which fields are used in which calculated fields
    3) Which fields are used for which filters
    Now I am currently manually doing this and it's become more and more difficult to keep track.

    7 votes
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    3 comments  ·  Flag idea as inappropriate…  ·  Admin →
  2. 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 →
  3. Library/Listing of All Scheduled Reports & Notification Rules

    I would like to see a listing (library?) of all Scheduled Reports and Notification Rules in an app, just as we can do in Classic.

    Currently, we have to look within each View separately, then look in the Option Menu to see if the View has Notifications turned "On", or if the View is being Shared (Scheduled Reports).

    4 votes
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    0 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  4. 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!

    67 votes
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    4 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  5. Ability to rename dropdown options without having to delete them once.

    Rename dropdown options!

    Another easy to integrate → LOTS of benefit improvements! ^^

    59 votes
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    3 comments  ·  improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
  6. 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 →
  7. 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 →
  8. 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 →
  9. 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 →
  10. 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 →
  11. 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 →
  12. 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 →
  13. 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 →
  14. manage users

    Manage Users - Add column for Super Admin

    I would like to be able to tell from the Manage Users screen which of my users are flagged as Super Admins without having to edit each individually.

    3 votes
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    2 comments  ·  Flag idea as inappropriate…  ·  Admin →
  15. 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 →
  16. change field types

    Please add the functionality into express that was in Classic to change the field type on an existing field!!!! I had phone number fields converted as a number field but really need to make them single line to add info such as ext. numbers, ect so need to convert. Prefer not to have the whole process of exporting, and re importing into a new field. Was a great Feature in Classic!!!!

    19 votes
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    6 comments  ·  Flag idea as inappropriate…  ·  Admin →
  17. Open a new tab for forms to edit item information

    Whenever I want to open a form (I click the link to ASIN) to edit information I have to remember to right click and say open in new tab. If I forget this step (as I do often, right click is not as frequently used) and hit the back button it drops me into the table at the beginning, even if I have been on page 4 or 6 etc.

    4 votes
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    2 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
  18. 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 →
  19. 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 →
  20. 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.

    26 votes
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    4 comments  ·  add new feature  ·  Flag idea as inappropriate…  ·  Admin →
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