Scott Carpenter
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Articles
Recent activity by Scott Carpenter-
Email Tips: Editing System-Automated Emails, Managing View Notifications, and Muting Notifications
These tips cover customizing the details of the welcome emails and alert emails that are sent from your TrackVia account, and how to view and manage all of the Notifications and Shares that exist i...
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How to Make the Most of Your Views
Hello Admins! Views are one of the most powerful tools in TrackVia. Today's Pro Tips will help you maximize their potential.1. Choose the Right View or Chart TypeTrackVia offers various Views and C...
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How to Simplify Your Scripting
Hello admins! Today we have an exciting announcement to share with you, and a Pro Tip you can use with App Scripts! 🚀 New & Improved App Script Documentation is Live!We’re excited to announce that ...
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How to Find Duplicate Records
Data integrity is important for any organization, but there are times when two identical records can be created accidentally. The more records that you have, the harder it can be to find duplicate...
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3 Easy Ways to Revamp Your Views
Views are one of the most powerful components of the TrackVia platform, but when you're faced with so many customization options it's easy to rely on a handful of familiar favorites while overlooki...
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Use a Checkbox field to quickly open and close Child View Sections on Forms
Don’t Let Child Views Make Your Forms Look Childish As an admin, you take pride in carefully crafting the perfect forms for your users. Your refined tastes demand that your forms look sleek and str...
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5 Creative Uses for Web Links on Dashboards
Did you know that you can add a link to a website as a widget on a dashboard? Below are five useful ways you can utilize the Web Link widget on your dashboards: Linking to external websites. If ...
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How do I change the name of an App once it is created?
Anonymous shared this idea · Feb 6, 2014
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Generating project reports
Would be beneficial to be able to run a report and generate a spreadsheet or something on projects by square footage to use to distribute leads. Anonymous shared this idea · Mar 7, 2014
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How to change the default form for each table?
How do change the default form for each table. I've tried in the roles section but no luck. Bob shared this idea · Feb 7, 2014