Kimberly

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  1. 1 vote
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    5 comments  ·  TrackVia API & App Scripts » App Script  ·  Flag idea as inappropriate…  ·  Admin →
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    Kimberly commented  · 

    Hi Bhawana,

    Thank you for reaching out. You are correct, the suggestion would add another field, as there is not a way for app scripts to update a drop down field when it is a specific date. Let us know if you have further questions.

    Thank you,

    Kim

  2. 1 vote
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    1 comment  ·  How-to questions  ·  Flag idea as inappropriate…  ·  Admin →
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    Kimberly commented  · 

    Hello Bhawana,

    Thank you for reaching out! At this time, the only types of emails that can be sent to non-users are shares/scheduled shares. Notifications adhere to roles and permissions of each user, so are unable to be sent to external users.

    Thank you,

    Kim

  3. 1 vote
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    2 comments  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
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    Kimberly commented  · 

    Hi Stephen,

    Thank you for another visual effect! We have discussed adding "tool tips" to fields, which would display in a similar manner, giving added descriptions as you hover over a field name. Would that cover your use case? Or do you see value in having a distinct field for something of this nature?

    Thank you,

    Kim

  4. 19 votes
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    Kimberly commented  · 

    Hi Stephen & Tiffany,

    Thank you for the feedback and screenshot of the example. We'll let our product team know of your request and let you know if they choose to make any changes in future releases!

    Best,

    Kim

  5. 1 vote
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    1 comment  ·  I would like to see...  ·  Flag idea as inappropriate…  ·  Admin →
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    Kimberly commented  · 

    Hello,

    Thank you for reaching out! We have a few places with general tutorials accessible online, via our knowledge base and TrackVia University:

    https://help.trackvia.com/knowledgebase/topics/40970-users-roles-permissions
    https://university.trackvia.com/

    Furthermore, we do offer virtual, private, training courses, which can be arranged through your account manager. TrackVia is used across many industries, with a variety of workflows, so there isn't a one-size-fits-all manual that we'd be able to provide. That said, our support team is happy to help answer any questions.

    You may call into our support team, or email support@trackvia.com. We are available M-F, 7am-6pm MT.

    Thank you,

    Kim

  6. 5 votes
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    3 comments  ·  I would like to see...  ·  Flag idea as inappropriate…  ·  Admin →
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    Kimberly commented  · 

    Hello,

    We have had this requested a few times, and we are in the process of defining some sort of "Admin Center". Because it is still being scoped internally, I do not have any details of what it will look like, and what functionality will be included at this time. As more details come to light, we can circle back with some updates.

    Thank you,

    Kim

  7. 2 votes
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    1 comment  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
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    Kimberly commented  · 

    Hello Stephen,

    Thank you for the feedback and explanation of the use case for this functionality. We will pass this onto our Product Team to take into consideration for further enhancements to the form filters. We appreciate the feedback.

    Thank you,

    Kim

  8. 1 vote

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    We’ll send you updates on this idea

    0 comments  ·  Tips & Tricks  ·  Flag idea as inappropriate…  ·  Admin →
    Kimberly shared this idea  · 
  9. 2 votes

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    We’ll send you updates on this idea

    1 comment  ·  Tips & Tricks  ·  Flag idea as inappropriate…  ·  Admin →
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    Kimberly commented  · 

    Hi Jason,

    Thank you for suggesting the tips & tricks section, and for posting the first one!

    Here's another one that might be useful: you can save records using shortcut buttons CTRL+S (CMD+S on a Mac).

    Shhhh, don't tell anyone, but one of our QA gurus just learned about the "save" tip. ;)

    Thanks again!

    ~ Kim

  10. 1 vote
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    1 comment  ·  TrackVia API & App Scripts » API  ·  Flag idea as inappropriate…  ·  Admin →
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    Kimberly commented  · 

    Hi Paul,

    Thank you for the feedback. I can certainly see how needing the workaround isn't ideal, and returning a different response would be preferable. We'll bring this up to our engineering team, and will let you know if/when this changes in a future release.

    Thank you,

    Kim

  11. 3 votes
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    1 comment  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
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    Kimberly commented  · 

    Hi Stephen,

    Thank you for reaching out. This would be a great addition for added insight into applications. There have been discussions for some sort of admin control center, and something along these lines would be a great addition . We'll pass this along to our product team!

    Thank you,

    Kim

  12. 10 votes
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    under review  ·  4 comments  ·  How-to questions » dashboards  ·  Flag idea as inappropriate…  ·  Admin →
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    Kimberly commented  · 

    Hello Callum,

    While we still have this on our radar, there are currently some features with higher demand taking precedence on our product roadmap. We will certainly circle back and give you an update if this changes!

    Thank you,

    Kim

  13. 1 vote
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    2 comments  ·  How-to questions  ·  Flag idea as inappropriate…  ·  Admin →
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    Kimberly commented  · 

    Hello,

    Thank you for reaching out! While your organization uses our software, we are not affiliated with the day to day operations. For assistance with your workflow, you would want to reach out to an admin in your organization for further assistance.

    Thank you,

    Kim

  14. 1 vote
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    1 comment  ·  How-to questions » other  ·  Flag idea as inappropriate…  ·  Admin →
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    Kimberly commented  · 

    Hello Jon,

    At this time, the star is the only way to choose the default app. It is not something that admin users can control. Please let us know if you have further questions.

    Thank you,

    Kim

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    4 comments  ·  How-to questions » forms  ·  Flag idea as inappropriate…  ·  Admin →
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    Kimberly commented  · 

    Hello,

    Thank you for reaching out. You do have the ability to customize the form that loads after a new record is saved. In the role editor, you have the ability to grant permission to specific views, and with each view, you decide which form loads when accessing a record. Each table has one form assigned for adding new records, and you can have a different form assigned to views for viewing and editing data in the system.

    To help troubleshoot which form is loading, please reach out to support@trackvia.com for assistance.

    Thank you,

    Kim

  16. 2 votes
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    started  ·  3 comments  ·  I would like to see... » improve existing feature  ·  Flag idea as inappropriate…  ·  Admin →
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    Kimberly commented  · 

    Hi Jason,

    Thank you for reaching out. We've been wanting this behavior changed for some time as well, and I can confirm it is in the works as we speak! The UI will be getting a little face lift soon, so stay tuned for announcements and upcoming previews. The pagination and scrolling will be greatly improved with the updates. If everything stays on target, we hope to get this released before the end of summer!

    Thank you,

    Kim

  17. 1 vote
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    1 comment  ·  How-to questions » views & charts  ·  Flag idea as inappropriate…  ·  Admin →
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    Kimberly commented  · 

    Hello,

    Thank you for the feedback! At this time, a Calendar | Timeline view defaults to the Calendar setting, it will always display the full month. When the view is set to default to the Timeline setting (see screenshot), you can choose which time frame it should display (hourly, daily, weekly, etc).

    We made our Product Team of this enhancement request to the views, and will update this post if this changes in the future.

    Thank you,

    Kim

  18. 0 votes
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    Kimberly commented  · 

    Hi Jason,

    I know there are some improvements coming soon for relationship fields, but I do not believe this will impact the search behavior. At this time, the search capabilities do not include fields from related (parent) tables. We'll let you know if this changes with the changes to relationship fields.

    Thank you,

    Kim

  19. 1 vote
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    3 comments  ·  How-to questions » formulas  ·  Flag idea as inappropriate…  ·  Admin →
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    Kimberly commented  · 

    Hello,

    Thank you for reaching out! You can certainly accomplish this with the addition of adding some logic to the child table. You would need to add a calculated field on the child table that evaluates any conditions you want the record to meet, and output a 1 if the condition is met, or 0 if it is not met. Then, on the parent table, you would be able to sum this child field. Hopefully that make sense to you, but please reach out to our support team if you need more specific assistance with a formula.

    Thank you,

    Kim

  20. 30 votes
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    planned  ·  3 comments  ·  I would like to see...  ·  Flag idea as inappropriate…  ·  Admin →
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    Kimberly commented  · 

    HI Zack,

    While there isn't the ability to do so in the product, we have built a microservice for limited user import. Users would upload a file to a document field that would trigger the microservice and import the data from the file to the specified table. Your account manager would be able to assist with adding this service to your account!

    Regards,

    Kim

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