Leeana Ramos
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Recent activity by Leeana Ramos-
Cristina commented · July 10, 2019 5:46 PM Hi, Thank you for reaching out! TrackVia is very customizable and this could be built in various different ways, depending on how complex you want to...
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Cristina commented · July 15, 2019 10:06 AM Hi Amy, Thank you for reaching out! Although there is no native TrackVia feature to export files in bulk, in the past we have recommended a few diffe...
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Mariya commented · December 21, 2020 11:37 AM Hi Kevin, Thank you for reaching out! From our call earlier, it sounds like you are looking to add a widget that would allow your Organization's lo...
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TrackVia (Community Manager, TrackVia) commented · January 25, 2021 4:38 PM Hello, Thank you for reaching out! At this time, we do not have support for live document editing. If we make plan...
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Mariya commented · January 28, 2021 11:16 AM Hi Emma, Thank you for reaching out! When it comes to "if" statements, there would always need to be 3 arguments, and the general format would loo...
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Mariya commented · February 24, 2021 2:39 PM Hi there, Thank you for reaching out! As Application scripts are outside of the scope of general Support, we would not be able to assist with writi...
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Mariya commented · March 8, 2021 10:23 AM Hi Bhawana, Thank you for reaching out! If by "send an attachment form" you are referring to sharing individual Records, rather than Views, you wou...
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Tiffanie S. commented · April 13, 2021 4:57 PM Hi Tom, Thank you for submitting a question to the TrackVia Knowledge Base. Notification emails would not get triggered based on the passage of t...
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Tiffanie S. commented · April 14, 2021 3:12 PM Hi Roger, Thank you for reaching out! To ensure records do not get duplicated based on a specific field, a great option would be to mark that fi...
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Tiffanie S. commented · May 11, 2021 11:47 AM Hi there, Thank you for reaching out to TrackVia. To calculate the age of a person based on a date of birth entered, we would recommend using the d...