Leeana Ramos

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Activity overview

Latest activity by Leeana Ramos

  • Leeana Ramos created an article,

    Contact TrackVia Support

    1. Best Practices and Tips & Tricks
    2. Best Practices

      Hours of Operation: Monday through Friday 7:00am to 6:00pm MST Phone: (800) 673-3302 Email: Support@TrackVia.com   TrackVia Support is here to help answer questions and provide recommendations, t...

    • Leeana Ramos
    • Updated
    • 3 followers
    • 0 comments
    • -2 votes

  • Leeana Ramos created an article,

    Records Leaving a View from a Recent Change

    1. TrackVia Toolkit
    2. User Management, Roles, and Permissions

    Records Leaving a View from a Recent Change When a user is modifying a record, and receives the following Blue Message after saving the changes: This is reliant on the recent changes made to the r...

    • Leeana Ramos
    • Updated
    • 1 follower
    • 0 comments
    • -9 votes

  • Leeana Ramos created an article,

    November 2022: Customizable Flow buttons and more

    1. Product Release Notes
    2. Release Notes

    Hey everyone! New goodies and a handful of bugs were fixed. What’s New Flow buttons can now be customized.     Our marking site got a facelift, and so will the rest of our product lineup, bu...

    • Leeana Ramos
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • Leeana Ramos created an article,

    November 2022: Backend Updates

    1. Product Release Notes
    2. Release Notes

    What’s New? This release does not contain any customer-facing updates. We’ve made updates to a few of our backend libraries and implemented initial tooling that will eventually make importing massi...

    • Leeana Ramos
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • Leeana Ramos created an article,

    October 2022: Download Microservices

    1. Product Release Notes
    2. Release Notes

    What’s New? Technical Citizen Developers, rejoice! We’re thrilled to now allow Super Administrators to download Microservices that have been loaded to your Production or Sandbox accounts. Th...

    • Leeana Ramos
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • Leeana Ramos created an article,

    October 2022: Small Trial Experience Updates

    1. Product Release Notes
    2. Release Notes

    Hey everyone! Just a few improvements to our Trial experience as well as some updates for vulnerabilities. What’s New The copy and link on the Trial expiry banner have been updated. The copy and l...

    • Leeana Ramos
    • Updated
    • 1 follower
    • 0 comments
    • 0 votes

  • Leeana Ramos commented,

    1. How-to Questions
    2. How do I...?
    3. Use TrackVia for contract management

    Brad Knudsen commented  ·  May 16, 2018 4:26 PM  Hi Lynn, Thanks for reaching out! My name is Brad Knudsen and I am your new Account Manager here at TrackVia. Contract management is absolutely so...

  • Leeana Ramos commented,

    1. How-to Questions
    2. How do I...?
    3. Is it possible to add comments when writing a long formula?

    Cristina commented  ·  May 18, 2018 12:01 PM  Hi J.Lupin Thank you for reaching out! When writing formulas in calculated/triggered fields in TrackVia, unfortunately, it is not possible to add com...

  • Leeana Ramos commented,

    1. How-to Questions
    2. How do I...?
    3. know which users have viewed my record

    Zoe Osherow commented  ·  October 9, 2018 3:12 PM  Hi Bhumika, Great question. Currently, record history is logged any time there is a change to the record. However, at this time it is not possib...

  • Leeana Ramos commented,

    1. How-to Questions
    2. How do I...?
    3. Add tool tips to views/fields

    Cristina commented  ·  November 27, 2018 12:48 PM Hello, Thank you for your comment. In TrackVia you can accomplish a similar functionality by adding a "Text" widget on a form, which will then al...