Derrick Kotlus

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  1. 5 votes
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    Derrick Kotlus commented  · 

    Hi Cameron,

    We understand that this would make exporting specific records much easier. We will work on getting this functionality added to TrackVia. Until then, you can create a view by using a filter to accomplish this. We will keep you in the loop with updates!

    Derrick

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    Derrick Kotlus commented  · 

    Cameron,

    This is a great idea! Currently, you can do this but you have to create a view based on the search criteria. You can then bulk update and even export. However, searching would make this process much quicker! I will be sure to bring this suggestion up to our product team. Thank you for your feedback!

    Derrick

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

    Hello Linda,

    Unless there is a field in the table that identifies whether or not the volunteer has completed an activity, you will need to use table relationships to get this figure. You can use the count() function to see how many child records (activities) that a volunteer has completed. Below is a great article on child functions for you to take a look at. Hope this helps!

    http://help.trackvia.com/knowledgebase/articles/356703-child-functions

    Derrick

  3. 2 votes
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    4 comments  ·  How-to questions » table relationships  ·  Flag idea as inappropriate…  ·  Admin →
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    Derrick Kotlus commented  · 

    Hi David,

    You do have the option to delete all records in the table without deleting the table itself. You can do this by hovering your mouse over the Record ID field header in your everything view. You will see a check box appear that allows you to select all records. Clicking this box will present you with two options, bulk edit and bulk delete. Clicking bulk delete will allow you to delete all the records without actually deleting the table.

    Hope this helps!

    Derrick

  4. 27 votes
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    12 comments  ·  I would like to see...  ·  Flag idea as inappropriate…  ·  Admin →
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    Derrick Kotlus commented  · 

    Hi Cameron,

    You will be glad to hear that this is already in development! Be on the lookout for the feature in the near future!

    Derrick

  5. 1 vote
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    Derrick Kotlus commented  · 

    Cameron,

    I'm not quite sure what functionality you would like to see. Could you please elaborate?

    Derrick

  6. 46 votes
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    12 comments  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
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    Derrick Kotlus commented  · 

    Hi Eric,

    This is a great suggestion! We realize that creating a many to many relationship is not always the most intuitive process, and it would be very helpful to have a wizard to assist you. I will gladly bring this suggestion to our product team.

    If you are still in need of assistance in creating these relationships, please feel free to give our support team a call at (800) 673-3302 at your convenience. Hope this helps!

    Regards,

    Derrick

  7. 1 vote
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    3 comments  ·  How-to questions » filters  ·  Flag idea as inappropriate…  ·  Admin →
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    Derrick Kotlus commented  · 

    Hi Nathan,

    You should be able to accomplish this through the use of a calculated text field that utilizes the count() function. Below is a great article from out knowledge base discussing this function. After you have set up this field that counts all of the check outs per asset, you can simply sort this column in your grid view in descending order(largest to smallest). Lastly, if you limit your view to 10 assets per page, you will only see the top ten assets that have been checked out the most. This list will continue to change as you check assets out as well. Hope this helps!

    http://help.trackvia.com/knowledgebase/articles/356703-child-functions

    Regards,

    Derrick

  8. 17 votes
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    1 comment  ·  How-to questions » dashboards  ·  Flag idea as inappropriate…  ·  Admin →
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    Derrick Kotlus commented  · 

    Hi Nathan,

    While the ability to plot records on a map is not currently available, this is something that we are looking to implement in the future. Feel free to vote for this feature or voice your opinion here:

    http://help.trackvia.com/forums/218120-i-would-like-to-see/suggestions/4494153-add-maps-as-another-format-in-the-view-builder

    Thank you for your input as this directly impacts the direction of TrackVia!

    Derrick

  9. 1 vote
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    3 comments  ·  How-to questions » forms  ·  Flag idea as inappropriate…  ·  Admin →
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    Derrick Kotlus commented  · 

    Hi Hugo,

    Thank you for your feedback! We are not quite sure what you mean by creating a drop down from a field. Please elaborate so we can gain a better idea of the type of functionality you are looking for.

    Regards,

    Derrick

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