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. Complete Overview Video
    4. System Requirements
    5. Login Assistance

  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. May 2021 Maintenance, Enhancements, and Mobile Preview
    2. April 2021 Chart and View Enhancements
    3. iOS Mobile App v5.4
    4. Android Mobile App v3.5.2
    5. February 2021 Security Update

  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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