All things TrackVia!

Tables and Applications (1 Comment)

Thu, 19 Nov 2009 22:56:06 +0000

Customer Story by Chris Basham

This isn't an official announcement, but just more of a heads up so that an upcoming change can start to sink in now. Currently, in your TrackVia account we use the term database to refer to a single table of information. But if it's a single table, shouldn't we call it a... table? Yep, we should. So, we'll be making that change in the UI pretty soon.

Second, we currently use the term Project to refer to a group of databases - oops, I mean tables. Soon, we'll be calling a group a tables an Application.

Pivot View (3 Comments)

Sat, 31 Oct 2009 03:03:38 +0000

Product Question by Jason

Any thoughts on adding "pivot" view? I'd like this even better than an enhanced statistics view. It would be great not to have to download the data for indepth analysis. Have you had other requests for this (I haven't seen it on the forums) or work-arounds?

Thanks,
Jason

Getting Started: "Customer Orders" sample database (2 Comments)

Sun, 15 Nov 2009 22:03:35 +0000

How To by Chris Basham

Thanks for creating a TrackVia trial!

To make it easier for you to try out some of TrackVia's key features, we've included a sample database in your trial account. This database is named "Customer Orders" and it includes several sample records.

We've made some quick training videos based on the Customer Orders database, and you may find it helpful to watch the videos before you jump in to the database itself.

We've also created a step-by-step getting started guide that'll guide you through each feature highlighted in the videos above.

Thoughts on drop down and general field enhancements (2 Comments)

Wed, 18 Nov 2009 09:42:28 +0000

Product Question by Jason

A previous post got me thinking about other options I'd love to see incorporated in the drop down data type:

1 - Masking

2 - Validation

3 - Field level data entry instructions help or tool tip (this could really apply to all fields)

4 - Toggle to allow users to grow the drop down list i.e. add a "new" possible value on the fly

5 - Populate list values from a unique list of existing values...similar to how you do this when a field is converted from one type to another

6 - Calculated default values (really not for drop downs I suppose)...it would be nice to calculate a suggested or default value for new records that could be overwritten.

Web Form Inquiry (8 Comments)

Fri, 17 Oct 2008 14:43:46 +0000

Customer Story by Camille

I am currently using TrackVia to track all my contacts and recently discovered the web form feature. I’m not a developer so am interested in finding out how easy it is to create the form and integrate in my site. Any suggestions?

How to create a website form

Wed, 18 Nov 2009 18:51:46 +0000

How To by Matt Strenz

Instuctions

*See Video

Video

Flash Content requires javascript to be enabled and the flash player to be installed.

Is there a way to create a Conditional Drop Down List? I would like to create a 2nd drop down list... (4 Comments)

Tue, 17 Nov 2009 00:55:15 +0000

Product Question by Lee Waronker

Is there a way to create a Conditional Drop Down List? I would like to create a 2nd drop down list...

LinkToParent field that refers to it's own database (1 Comment)

Wed, 18 Nov 2009 09:49:08 +0000

Product Question by Jason

I ran into a block and I want to make sure I'm not missing something. I have an issues table and I would like to allow for the possibility of having one issue related to another. I was hoping to add a "LinkToParent" field that would allow me to select the related issue. However, I see that the current database is not included in the list of LinkToParent options. Can you help me with a workaround?

Thanks!

How to retrieve specific information from emails being collected (1 Comment)

Thu, 24 Sep 2009 15:00:02 +0000

How To by Matt Strenz

If you are using email collecting and want to be able to retrieve information from the body of the email and insert this into a specific field you can use a calculated field and the snip() function to retrieve data as long as there is some standard format in which the data is received. For Example; you might want to retrieve a order number from an email and insert this into a field. To do this you would follow these simple steps:

Setup collection on the email address.
Create a new calculated short answer field
Use the formula snip(Body,"Order Number"," ")

In this case we're putting the body of the email collected into a field named "Body" and then telling TrackVia to retrieve all the information that is between the text "Order Number" and the next blank space.

Column Totals (2 Comments)

Tue, 17 Nov 2009 17:26:27 +0000

Product Question by Kevin J

Is it possible to create a view that totals the columns, if they have a numerical value? Basically what I'm looking for is a combination of the standard view and the statistics view. Right now we export to excel and then total them, but a view with that feature would be handy.