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TrackVia Capabilities. A little confused.


1 comment

  • Permanently deleted user
    Alex commented  ·    ·  

    Hi Julia,

    This is a capability that TrackVia is able to accomplish. To do so, create a view that includes the necessary fields (name, unit count, city, contact date) and then apply a filter to designate which records you want to see. The filter would only include the records that meet the criteria provided: Last Names A to J, in Phoenix and Scottsdale, Unit Counts between 50-250, and Contact Date is greater than 4 months.

    Once this view is created, you can export those records from the view to an excel file from the App Overview page under the Admin button at the top of the page. The App Overview will display every view in the application with an option to export that view.




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