Alex

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  1. 1 vote
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    2 comments  ·  How-to questions » views & charts  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex commented  · 

    Hello Racquel,

    We just wanted to update you regarding the issue that you reported. We released fixes for the following issues related to bulk deleting/editing records this past week:

    - Error when bulk deleting records in a table that has a self join
    - Bulk updating a check box field with inactive choices
    - Bulk deleting records in a view that is filtered by a relational field being blank

    We thank you for your patience, please let us know if you experience any further issues here.

    Regards,

    Alex

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    Alex commented  · 

    Hi Racquel,

    Thank you for bringing this to our attention. Bulk deleting records can be done from any view in the application and should delete all the records in the view. We are currently working on an update to resolve issues involving bulk deletes; stay tuned for updates!

    In the meantime, we recommend submitting a support ticket with us with your account information so we may address this case in greater detail. Ticket submissions can be completed using the Help button in the upper right corner of the page and selecting the Contact Support link in the drop down menu.

    Regards,

    Alex

  2. 0 votes
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    5 comments  ·  How-to questions » other  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex commented  · 

    Hi John,

    Thank you for the feedback! Being able to change existing drop down options is a great enhancement that we'll be sure to share with our product team. This feature would add flexibility and ease of use when designing and modifying any table in your application. We'll keep you informed as this feature becomes available, stay tuned!

    Regards,

    Alex

  3. 0 votes
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    6 comments  ·  How-to questions » forms  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex commented  · 

    Hi John,

    Thank you for bringing this to our attention. The ability to change to a more specific time should always be an option. If the issue persists, please let us know by submitting a ticket and we'll troubleshoot the issue in greater detail.

    Regards,

    Alex

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    Alex commented  · 

    Hi John,

    The default for the time is spaced out in 30 minute increments for easy navigation and convenience. These increments can be overridden by manually typing in the time section of the Date & Time field. The time can be either in a 12 hour format with an AM/PM specification or in military time (TrackVia will change 15:00 to 3:00pm).

    Would it be more beneficial to have different time increments or no increments at all?

    Regards,

    Alex

  4. 8 votes
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    Alex commented  · 

    Hi there,

    This is a common enhancement request that our product team is working to make available. At this time, we are optimistically projecting that this feature will be available by the end of the year. Please stay tuned for updates!

    Regards,

    Alex

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    Alex commented  · 

    Hi John,

    We understand this is a limitation when sharing ideas on the forum. The votes are intended to help us determine which issues are the most important for users so that we can take action. Likewise, it's your opportunity to tell us which are your top priorities you want to share with us. It is possible to get your votes back from any issue/enhancement you've voted on previously and to vote on your higher priorities.

    The ability to comment and create ideas without costing votes is a great suggestion that we'll share with our forum administrators.

    Regards,

    Alex

  6. 1 vote
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    1 comment  ·  How-to questions » formulas  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex commented  · 

    Hello,

    This is a common enhancement request that our product team is working to make available in TrackVia., Unfortunately it's not currently possible to use check boxes in a function, but it is possible to use drop down list as an alternative in a calculated text. The drop down would have only one option- "Yes" otherwise the drop down would be left blank. We'd then create the formula to output the serial number if "Yes" was selected and the record ID if it was left blank:

    if({Drop Down field}="Yes", {Serial Number field}, {Record ID field})

    This function will output the serial number when the drop down field is equal to "yes" and will output the record ID when no option is selected.

    Regards,

    Alex

  7. 1 vote
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    2 comments  ·  How-to questions » formulas  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex commented  · 

    Hello,

    The calculated text field would use a concatenate() function of the two fields you wish to combine. In the formula text area, the concatenation would look something like this {Numeric Field} & {Text Field}. This function will combine the two fields together- "12" & "Jones" becomes "12Jones" using the & to concatenate. If you wish to space them apart, a space can be concatenated in between the fields (the space would be between the quotes here):

    {Numeric Field} & " "&{Text Field}

    Additional information can be found in our KB article here: http://help.trackvia.com/knowledgebase/articles/281151-text-functions

    Regards,

    Alex

  8. 9 votes
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    under review  ·  3 comments  ·  How-to questions » permissions  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex commented  · 

    Hi Jon,

    While public views are not a native feature in TrackVie yet, this is definitely possible using our TrackVia API. The API would be able to pull the records from your Events view and allow you to save them and use them outside of TrackVia.

    More information on our API can be found here: https://developer.trackvia.com/

    We'll be certain to share this enhancement request with our product team as well and keep you in the loop as it develops!

    Regards,

    Alex

  9. 17 votes
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    6 comments  ·  I would like to see...  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex commented  · 

    Hello!

    This is a common enhancement request that is on our radar for our product team. Currently, we do not have a timeline as to when this enhancement will be available, but we will be certain to pass this feedback along to our development team. Please stay tuned for updates!

    Regards,

    Alex

  10. 1 vote
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    7 comments  ·  How-to questions » other  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex commented  · 

    Hello,

    This is a great enhancement suggestion that is on our radar for our product team. Currently, finding duplicates is not a native feature in TrackVia yet. We will be sure to pass along this request to our development team and will keep you informed as this enhancement progresses.

    It sounds like the goal in this case is to avoid creating duplicates. To do this, you'll want to select the Update and Add option when importing the excel file. This option will queue TrackVia to match the existing records in TrackVia to the records in the excel file, update the matches to reflect the data in excel, and any excel record that doesn't have a TrackVia match will be created as a new record.

    Regards,

    Alex

  11. 1 vote
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    2 comments  ·  How-to questions » forms  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex commented  · 

    Hello,

    While there isn't a "signature" field available when creating a table, it is possible to use the Image specialty field in your tables to capture a signature. This field will accept signatures when used on a mobile device such as the iPhone or iPad. The field will provide three options on the mobile device: take a picture, upload a picture, and a signature line which the user can sign using their finger.

    Regards,

    Alex

  12. 6 votes
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    1 comment  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex commented  · 

    Hi Tom,

    Thank you for the feedback! This is a great enhancement request that we will pass along to our product development team. We will also keep you updated as this enhancement becomes available.

    We recommend making a table that is dedicated to your TrackVia users that would allow you to add specific information for each user. This table would include the TrackVia user field at a minimum to connect your data to each user, as well any additional fields you may want to use to capture the user's address and title. This table could then be linked to your other tables so their attributes would be included in your reports.

    Regards,

    Alex

  13. 1 vote
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    Alex commented  · 

    Hi Claire,

    Thank you for the feedback. Including a phone number field in the table designer is an enhancement request that is on our radar for future implementation. We will be sure to share your feedback with our product team as well.

    Number fields in a table require a numeric input. The values entered can be positive or negative, and may include commas or a decimal point.If TrackVia does not recognize the input as a valid number, it will prompt the user to correct it. In this case however, a space is considered a text value and invalidates the input as a number.

    What we recommend is using a single line text field to input phone numbers. This will allow you to type in the phone number in any format that you wish, including any leading zeroes.

    Regards,

    Alex

  14. 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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    Alex commented  · 

    Hi Brian,

    The ability to copy a view is a great suggestion and we'll be sure to pass it along to our product development team. This way, you could create one view, replicated several times and then be able to apply the various filters and sorts quickly. This would also allow any admin the ability to easily manipulate their data for analysis and build dashboards for their users.

    Regards

    Alex

  15. 4 votes
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    1 comment  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex commented  · 

    Hi Brian,

    This is a common enhancement request that is definitely on our radar. Currently, the only way for a user to see a notification is by creating one for a particular view.

    We will be sure to share this feedback with our product team as well and will be sure to keep you updated. At this time, our optimistic projection for this enhancement will be early next year.

    Regards,

    Alex

  16. 3 votes
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    4 comments  ·  How-to questions » forms  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex commented  · 

    Hi Patrick,

    Unfortunately there's not a way to format the specific fields on a form in our current form builder. This is a common enhancement request that our product development team is working on to implement. While there isn't a specific timeline for this release, we are working to make it available by the end of the year. As always, we can keep you updated when more information regarding this enhancement is available.

    Regards,

    Alex

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    Alex commented  · 

    Hi Patrick,

    There are a couple ways to see all the text in a paragraph field when in the grid view. When clicking into the paragraph field, TrackVia will automatically expand the field to make it easier to read all the text in the field from the grid view. The window that displays the text can also be expanded further by clicking and dragging from the bottom right of the paragraph field.

    When editing the view, there is an option under the Format tab that will allow you to designate the height of each row manually. Manual adjustments will require a numerical value to indicate the number of lines you wish to see in each field.

    Regards,

    Alex

  17. 3 votes
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    Alex commented  · 

    Hi Patrick,

    Thank you for the feedback! We'll be sure to share this with our product development team. Deleting inactive check-box choices would be a nice enhancement in TrackVia to reduce any clutter in the table setup; especially if there a lot of inactive choices.

    The ability to delete TrackVia users in the account is a great recommendation that our product team is aware of and is working to make available. This would also help reduce the clutter when trying to manage the users in the account. It's important to note that if a TrackVia user field is being used in a table and includes an inactive TrackVia user, the field will not update to reflect that the user is now inactive.

    We will keep you updated as these enhancement become available.

    Regards,

    Alex

  18. 1 vote
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    3 comments  ·  I would like to see...  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex commented  · 

    Hi Patrick,

    Thank you for the feedback! The ease of changing colors when editing a custom form is very important. Our product team is aware of this issue and will be releasing an update to our form editor by the end of the year. We will keep you updated as this enhancement becomes available.

    Regards,

    Alex

  19. 2 votes
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    2 comments  ·  How-to questions » dashboards  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex commented  · 

    Hi Marta,

    Naming different sections in a dashboard is a great suggestion! We'll pass this recommendation along to our product development team for future implementation and we can keep you informed as to when this enhancement will become available.

    It is possible to limit the number of dashboards a site can see and use. It is also possible rearrange the order in which your users see their dashboards in the case where one site would like to see their dashboards first. Both of these changes are made in the Roles that the users are assigned.

    The first section of the Role settings is where you can assign the dashboards that the users in the role can see and use. You can also rearrange the order of these dashboards by dragging and dropping the dashboards in the order that you want.

    Regards,

    Alex

  20. 1 vote
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    1 comment  ·  How-to questions » other  ·  Flag idea as inappropriate…  ·  Admin →
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    Alex commented  · 

    Hi Julia,

    This is a capability that TrackVia is able to accomplish. To do so, create a view that includes the necessary fields (name, unit count, city, contact date) and then apply a filter to designate which records you want to see. The filter would only include the records that meet the criteria provided: Last Names A to J, in Phoenix and Scottsdale, Unit Counts between 50-250, and Contact Date is greater than 4 months.

    Once this view is created, you can export those records from the view to an excel file from the App Overview page under the Admin button at the top of the page. The App Overview will display every view in the application with an option to export that view.

    Regards,

    Alex

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