Hierarchy

Account is the highest-level structure in TrackVia.

Apps (short for "applications") are sets of tables of information. Apps are useful for grouping tables by topic. The tables in an App may or may not be linked through database relationships. For example, a Sales app might have tables called Opportunities, Customers, and References, whereas an Engineering app might have tables called Product Defects, Technical Specs, and Part Numbers.

Tables contain the information you wish to organize, share, and manage. Each table should contain only one type of record – for example, a task, a complaint, or a person  – although you can link tables in many-to-one or many-to-many relationships.

Fields are the characteristics or attributes of each table's records. For example, an issue in the Client Issues table might have fields called description, category, urgency, and date resolved. When you create a table, you tell TrackVia what fields you'll use to describe those records, and every record in that table possesses that same set of fields. Each field has a field type, such as short answer, paragraph, number, date, and so on.

Records are the entries in a table. If your table is called Client Issues, then a record in that table is a single issue. In fact, TrackVia will use the word “issue” throughout the User Interface if you've told TrackVia that's what your table contains.

Views are the mechanism through which you work with your data. Views allow you to handle workflow processes, business intelligence, email campaigns, data exports, etc. Almost anything you do with your data in TrackVia is accomplished through a view.

Tools are integrated business features that allow you to perform common tasks with your information. For example, you can send email campaigns, export information to a spreadsheet, receive an immediate email notification of a change to an important record, etc. Because tools leverage views, you can easily apply a tool to only a specific segment of the records in your apps.