Andrew

My feedback

  1. 16 votes
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    Andrew commented  · 

    Christie,

    Thank you for the feedback. I will ensure that this gets passed along to our product team. It sounds like these adjustments could save considerable time when adding either new components or users to the application.

    Thanks,

    Andrew

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

    Hi Christie,

    Glad to hear that you like our dynamic row height feature that was recently released. With the suggestion for the enhancement to the Row Widths, you are manually dragging and modifying the borders between the columns, correct?

    If you modify the column widths, you will be able to save these preferences in a View. However, it must be a custom View - the Default View, or the Table, will not allow for this option, as the column width are automatically set.

    Often, customers will create a View that has non-essential Fields (e.g., cutting out backend calculations) and will place this View on a dashboard, rather than using the Default View. Reducing the number of fields in a view can have performance improvements, and it will allow you to set a custom option for the Column size.

    As for the second suggestion, to reduce the column margin size, I will be sure to pass this along to our UI teams.

    Thanks,

    Andrew

  3. 6 votes
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    1 comment  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
    Andrew commented  · 

    Hello,

    Thank you for feedback. Would this View only be used to search for specific records, to display just the relevant records?

    I will pass this along to the product team. Have a nice weekend.

    Andrew

  4. 3 votes
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    3 comments  ·  How-to questions » user management  ·  Flag idea as inappropriate…  ·  Admin →
    Andrew commented  · 

    Hi Christie,

    Thank you for the feedback, and thank you for using our Community Forum. I will pass along this suggestion to our product team - to customize the display name of the user (just as we can customize the display of the Record ID field on other tables.

    Thank you,

    Andrew

  5. 1 vote
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    1 comment  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
    Andrew commented  · 

    John,

    Thank you for the suggestion. I have forwarded this message to our Product team, for some further discussion and review.

    As you are aware, we can currently filter records using "Current Logged-In User" criteria on a Filter; but, the limitation is that each Application functions as a silo so we cannot currently return cross-application data. There would most likely have to be some changes made to the Roles and Permissions as well, as this is hosted in each Application.

    As always, thanks for the feedback, John.

    Andrew

  6. 1 vote
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    7 comments  ·  How-to questions » other  ·  Flag idea as inappropriate…  ·  Admin →
    Andrew commented  · 

    Hello,

    An alternative method, while not as sophisticated as our Classic platform feature, would be to use the Summary View (Grouped By view) to sort, and then count to find duplicate entries. Steps to use this method are as follows:

    1) You can create a new field that concatenates different values that you want to find duplicates on. For example, you can create a calculated text field that pulls together the name of the individual and the email - the concatenation is completed with an ampersand in the middle: e.g., {Name} & {Email} So, we would be searching for duplicates where both the Name and Email match.

    2) Now, a new view can be created - to group and count values with this new field. This is called a Summary View. Create a new view on the table, and on the Format tab, select this new calculated field in both dropdown boxes: (Apply a calculation and Group your results) and ensure that the calculation to be performed is "Count"

    3) The output will be a collapsed grid and click on the second column to sort by the Count. Now, any entry greater than 1 means that there is a duplicate record for the criteria that was used in the new field.

    4) Each record will have to be deleted manually, perhaps by opening the record in a new tab and selecting Delete

    Please contact us if you have any additional questions!

    Thanks,

    Andrew

  7. 1 vote
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    5 comments  ·  How-to questions  ·  Flag idea as inappropriate…  ·  Admin →
    Andrew commented  · 

    Esrana,

    I am not sure why this may be occurring without seeing the specifics of your account. A thought is that it may be happening because there is an issue with the order of operations in the calculations.

    I would suggest adding a set of parenthesis around the entire calculated currency formula of "Margin" to ensure that the Margin value is calculating correctly before being passed to "Mark Up". If you would like additional support, please submit a ticket by using the "Help" button in the top right of your screen, and I can provide more specific help by looking in-depth at your formulas.

    Thank you,

    Andrew

  8. 1 vote
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    2 comments  ·  How-to questions  ·  Flag idea as inappropriate…  ·  Admin →
    Andrew commented  · 

    Esrana,

    You can set up a notification email to send whenever a record is added to your view, but we only allow the notifications to be sent to TrackVia users. This is because in most cases a notification signals that action must be taken - and the person must have a TrackVia account to take action.

    You are able to add new users under the "Manage users" section of TrackVia. You can click on your user name while logged into the application to find this administration component. Please note - additional users, outside of the 10 included in the plans, currently cost between $10-25 per month.

    I will provide two Knowledge base articles that may be helpful for additional information:

    Adding users: http://help.trackvia.com/knowledgebase/articles/243020-how-to-add-a-user-to-your-account

    Setting up notification emails: http://help.trackvia.com/knowledgebase/articles/358598-how-to-use-notification-rules

    Thank you,

    Andrew

  9. 5 votes
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    Andrew commented  · 

    Mark,

    Thank you for using our Community forum to share your product feedback. We are currently considering what improvements can be made to fields of this data type (Checkboxes and Drop-downs), so I will pass this information along to our product team.

    One item that would need to be considered for Drop-downs is that it can be used in calculated fields, and additionally as Filters that return a subset of Table data in a particular View. By allowing user-entered values in either the drop-down or checkbox field, there are additional considerations for these components of TrackVia.

    I will pass this idea along, so thank you for the feedback!

    Andrew

  10. 46 votes
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    12 comments  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
    Andrew commented  · 

    Jay,

    Thanks for the comment. Alex had responded to your similar comment on another post. I will provide the link here to any other users who may be interested in this concept.

    http://help.trackvia.com/forums/218120-i-would-like-to-see/suggestions/5939549-wizard-for-creating-many-to-many-relationships

    Thank you,

    Andrew

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

    Jay,

    This is another great idea. Our current search features only provide the capability of searching for a query across non-specific fields – in every string of text and data within all TrackVia records. By using a “Field-Based” search tool, users could search for records that meet particular criteria based on multiple fields, and, like you have identified, a form would be a user-friendly way to accomplish this task.

    Thank you again for the feedback.

    Andrew

  12. 4 votes
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    Andrew commented  · 

    Jay,

    Thank you for the feedback. I know we discussed this particular item earlier this week, and I have submitted it to our product feedback team for review. I could envision setting a variable field in our current filter, with the option to modify the value of this field while the view (or report) is being run. Like you've stated, this would speed up the ability to produce multiple reports that share similar criteria (except for the variable value).

    By posting your ideas on our TrackVia Community, we will have a better understanding if other users share similar sentiments in future product development - through the voting feature.

    Thank you,

    Andrew

  13. 0 votes
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    2 comments  ·  I would like to see... » add new feature  ·  Flag idea as inappropriate…  ·  Admin →
    Andrew commented  · 

    As always John, thank you for your well-formed ideas. I will pass this concept along to our product team and I do have a few thoughts of my own to share.

    In TrackVia, contrary to our Classic application, a major differentiation in the architecture is that each App is separate - meaning tables from one App may not interact with those in another App. Users are granted access to Apps and corresponding components of that Application (i.e., Tables, Views, etc.) via the Roles component. Roles tie into the "Manage Users" system table to select users.

    Currently, "Manage Users" is a cross-application table that does not tie into a specific App. Therefore, we would need to do some additional thinking on the extent of interactions between the system Cross-Application table of "Manage Users", and independent Apps themselves. However, clearly there is much to be gained from have one repository of TrackVia users, including the User Activation Flags.

    Thank you again for the feedback John!

    Andrew

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

    Todd,

    Thank you for contacting us on our Knowledge Base. It's difficult to provide help without seeing the data you are trying to upload as it can be dependent on the spreadsheet itself.

    Can you please send us an email at support@trackvia.com? We'd be happy to take a look.

    For others who might be having issues with importing data, please also view our Knowledge Base articles on importing data. http://help.trackvia.com/knowledgebase/topics/56434-importing-data

    Thanks,

    Andrew

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