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Conversations

Recent Conversations
Conversations 1 - 20 of 677
Photo of Brandon Loyd
Migrating all data to TrackVia from classic?
Hey all,  I need to know how to export and import ALL data (including built apps and child dependencies) into the new TrackVia. We need ...
  • 1 me too
  • 1 reply
  • Question
Photo of Corinne Cordon
Did you know that Trackvia Classic disappears summer 2017?
Trackvia Classic, upon which I have built six custom applications with multiple tables with complex calculations, and which runs all six ...
  • 1 me too
  • 5 replies
  • Question
Photo of joe
Create Invoices Automatically?
Hi, I need to figure out how to automatically create invoices for billing (and send them automatically, if not too difficult).  Any sugg...
  • 1 me too
  • 2 replies
  • Question
Photo of sarah pooley
how do i use the auto-assign button?
I need to know how the auto-assign button works so when someone knew starts the company they are automatically assigned to the track-via ...
  • 1 me too
  • 2 replies
  • Question
Photo of Paula Nixon
Is it possible to copy views from one table to another? Similarly forms.
I'm sure there is a really simple solution to this but I don't use TV enough to be familiar with it. I have 2 tables with identical data ...
  • 1 me too
  • 2 replies
  • Question
Photo of lhwaronker
Working with Maps & teardrop pins
Thought I posted this so please forgive if it is a duplicate as I don't see it posted. My question is within the Map View is there a way...
  • 1 me too
  • 2 replies
  • Question
  • Answered
Photo of Inaya Syed
SAFE Model
Hi, what is the SAFE Model? What is included in it? How is it used?
  • 1 me too
  • 0 replies
  • Question
Photo of Blue Pumpkin
Embeding a form in a website
Can you embed a form on a website? If so, How? I am currently running a trial version and this an important client requirement. Thanks in...
  • 1 me too
  • 2 replies
  • Question
  • Answered
Photo of Michael Goffinet
04/14/2011 a post re Quick search using Firefox was posted in the old forums. Is this functionality still available in Chrome today?
This functionality would be very useful for my clients but does it even work anymore? The original post QUICK SEARCH YOUR TRACKVIA T...
  • 1 me too
  • 3 replies
  • Question
Photo of John Hubbard
Create a view filtered by date and time.
Example, I want to find records that have a date and time stamp in a date field from 3:00pm yesterday to 3:00pm today.
  • 1 me too
  • 1 reply
  • Question
Photo of Daniel Tiet
Filter between certain date period
I have two date fields - Window start and Window end. Is there a filter option to allow the ability to show only records between the wind...
  • 1 me too
  • 2 replies
  • Question
Photo of Jay Parker
Time calculation
I'm trying to calculate the time it takes for us to complete the review of an application once received.  We have a 'Received' date field...
  • 1 me too
  • 0 replies
  • Question
Photo of Pasquali Praino
concatenate in the same table
I would like to concatenate 4 fields in the same table into 1 field to create a legal description.  I am having trouble figuring out the ...
  • 1 me too
  • 1 reply
  • Question
Photo of John McGarvey
IDEA: Ability to set fields as "unique"
I'd like to be able to add a "unique" restriction to some fields to not allow duplicate values to be saved in this field in the table. ...
  • 7 me toos
  • 9 replies
  • Idea
  • Under Consideration
Photo of EricE
Is it possible to merge to a pdf document?
I have to submit many forms in pdf format.  Is it possible to merge directly to pdf rather than to an rtf first?
  • 1 me too
  • 1 reply
  • Question
Photo of mark ryals
Batch update selected records option....... document merge
It would be nice to be able to select certain records in a view and perform a multi-record document merge into one document (by using ~ne...
  • 1 me too
  • 4 replies
  • Idea
  • Under Consideration
Photo of John McGarvey
Cumulative Total in Line Graph
I'm looking for a way to create a graph showing a cumulative monthly total. I can create the line graph showing the count of records p...
  • 2 me toos
  • 2 replies
  • Question
  • Answered
Photo of James Hollister
Export files in document field
Is it possible to download copies of all of the documents stored in a table's document field? I'd like to back them up locally. I can exp...
  • 2 me toos
  • 1 reply
  • Question
Photo of ColleenC
Electronic payment & information to client
We use Trackvia for our debt collection business. We'd like to transmit the payments along with the debtor account information to a clien...
  • 1 me too
  • 0 replies
  • Question
Photo of crocrash320
Can I set WP's GravityForms to send records to TrackVia via API? If so, how do I do this?
^
  • 1 me too
  • 1 reply
  • Question