Tips & Tricks

  1. Using the Included Fields search box to save time while looking through fields

    The search box at the top of the Included Fields column of the table builder is super powerful and highly underutilized! it can be used to search for field names, field types, choice field selections, and even formulas.

    Check out the attached screen shot - you can see that searching for the word "text" found several fields. It found Customer Name, Customer Phone Number, and Bio because they're text fields. It found Full Name because it's formula contains the word "text." It found the field Preferred Method of Contact because one of the options is "Text Message." And it found…

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  2. Adding Fields to tables

    When you are in the edit table screen, instead of dragging a new field to the field list and struggle with getting it to go to the bottom of the list, you can just double click a field type on the left and it will add it to the bottom of the field list for the table.

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  3. Save time with the Save hotkey!

    Did you know that you can use your keyboard to quickly save records within TrackVia? Rather than finding the “Save Changes” button in the upper right corner of the page with your mouse, try using one of the hotkeys listed below. Bonus - This also works in the app script builder!

    Mac: Command + S
    Windows: Ctrl + S

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  4. Saving a Quick Filter

    Quick filters are a great way to quickly slice and dice the data contained in a view. They allow us to apply simple to complex logic that filters down the records displayed. Sometimes, a quick filter that you’ve applied to a view is so valuable that you wish you could save it, so you don’t have to recreate it in the future.

    Did you know that quick filtering a view creates a unique URL? You can save the URL as a bookmark, so you can come back to it in the future without having to build the conditions again. Give…

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