Knowledge Base

← Online Help, Knowledge Base, & Idea Sharing for TrackVia

  1. Business Continuity →

    1. TrackVia Business Continuity and COVID-19 Update

  2. Getting Started →

    1. TrackVia University On-Demand: Orientation Course Series
    2. Getting Started? Start here!
    3. Getting Started Guide - Download
    4. Complete Overview Video
    5. System Requirements

  3. Importing Data →

    1. TrackVia University: Importing Data Course
    2. How to import a spreadsheet
    3. How to import data
    4. How to import and link records to a related table

  4. Tables →

    1. TrackVia University On-Demand: Tables Course
    2. How to add fields to your table
    3. How to customize tables
    4. Field Types
    5. How to create a unique ID

  5. Formulas →

    1. TrackVia University On-Demand: Functions and Formulas Course
    2. How to use calculated fields and formulas
    3. Complete List of Formulas
    4. Triggered Fields vs. Calculated Fields
    5. Text Functions

  6. Views & Charts →

    1. TrackVia University On-Demand: Views Course
    2. How to create views
    3. The differences between tables and views
    4. How to create a chart
    5. How to interact with views

  7. Filters →

    1. How to create a filter
    2. How to use Quick Filters

  8. Forms →

    1. TrackVia University On-Demand: Forms Course
    2. How to create a form
    3. How to assign a parent view to a relationship field
    4. How to create a form to include child records
    5. How to make specific fields required on a Form

  9. Dashboards →

    1. TrackVia University On-Demand: Dashboards Course
    2. Dashboard Best Practices
    3. How to create a dashboard
    4. How to assign a dashboard to a role
    5. How to assign a dashboard as a homepage

  10. Flows →

    1. TrackVia University On-Demand: Flows Course
    2. Flows Overview
    3. Building a New Flow
    4. Using Tasks
    5. Using Decisions

  11. Creation Location & Map View →

    1. How to plot a record on a map

  12. Users, Roles, & Permissions →

    1. TrackVia University On-Demand: Permissions Course
    2. How to add a user to your account
    3. How to create a role to assign permissions
    4. How to add a user to a role
    5. How to create and assign user groups

  13. Mobile →

    1. TrackVia University On-Demand: Mobile Course
    2. iOS 4.0 Preview FAQ & Success Checklist
    3. How to download the TrackVia mobile app
    4. Mobile FAQs and Tips
    5. How to use your mobile device offline

  14. Sandbox & Account Backup →

    1. TrackVia University On-Demand: Sandbox Course
    2. How to create a sandbox
    3. How to backup and restore your account
    4. Creating a Promotable Sandbox
    5. Tracked Changes in your Sandbox

  15. Integration →

    1. TrackVia API
    2. API Authentication and Access
    3. Setting up Single Sign On
    4. Writing Application Scripts
    5. WebMerge: Connecting TrackVia to WebMerge

  16. Product Release Notes →

    1. April 2021 Chart and View Enhancements
    2. iOS Mobile App v5.4
    3. Android Mobile App v3.5.2
    4. February 2021 Security Update
    5. Android Mobile App v3.5.1

  17. All articles →

    1. How to create a filter
    2. TrackVia API
    3. How to plot a record on a map
    4. July 2018: API Authentication & Access
    5. August 22, 2018 Release Notes: Maintenance

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