Leeana Ramos
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Recent activity by Leeana Ramos-
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...
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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...
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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...
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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...
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Kimberly commented · September 25, 2018 2:08 PM Hello, TrackVia allows you to set up notification rules when a new record is added to a view. The steps to create a notification rule can be ...
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Alex commented · August 21, 2014 9:53 AM Hello, It currently is not possible to export an individual record, only views. There are several options to save a record as a PDF/Word document, ho...
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Mariya commented · March 4, 2021 5:07 PM Hi there, Thank you for reaching out and commenting on this idea! As it sounds like being able to apply Conditional Formatting on Forms, similarly to t...
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Derrick Kotlus commented · July 28, 2014 10:03 AM Hi John, TrackVia does not currently have the capability to do a "grand parent" lookup. As you pointed out, you can accomplish a similar functi...
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Alex commented · January 5, 2015 11:22 AM Hello, Thank you for the feedback! This is a great enhancement that is on our radar. We will be certain to share this with our product team and keep y...
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Kimberly commented · June 2, 2015 10:06 AM Hello John, When adding/editing records via a form, the Created Date and Updated Date are calculated when you hit the Save button. Unfortunately t...