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  • Calculated Date AND Time Field1
    Feature Request posted Sep 1 by Kevin J
    Feature:
    Calculated Date AND Time Field
    Reason:

    I'd like to be able to create a calculated date and time field.  There are a couple of different applications I have for such a feature, I'm going to explain them in case you can think of a less kludgey way of getting the same result.

    For my CRM, I'm going to have a 'Customer' table and a 'Touch' Table for every contact make with the customers.  In each touch I'll include fields for the status of the customer, the next planned contact with them, and other details of the event.  In the Customers table I'd like to be able to build views around  the specific details of the Most Recent contact.  I can make this work fine with a childmax() formula in a calculated date field, but it breaks down when there is more than one contact in the same day- so I need a calculated date and time field.

    Another use I have for is in Dealer trades.  When we do a trade, the inventory table can recognize this with a childcount() on the  Trades table, but very occasionally we trade back out a unit we traded in, or vise versa.  I can get the system to recognize this using a Calculated date, childmax() field on the dates the trades were completed, and so the system can recognize that a unit traded out and then back in is now in inventory, while one traded in and then back out is now out of the inventory, but if we ever have a case where we trade the unit twice in the same day (a real possibility if we trade in a unit for the purpose of trading out to someone else), the system can't recognize this because the fields they use to compare are Date only- so I need a calculated date and time field.  

  • 'You have Modified this view' when I haven't?
    Product Question posted Sep 1 by Kevin J
    Question:
    'You have Modified this view' when I haven't?
    Answer:

    I've seen this happen a few times now.  I go into a view, and modify a field in one of the records directly (great feature!).  The neat new little orange 'Save' and 'Discard' bubbles appear, and I click save.  Then, top right below the search bar the 'You have Modified this view' message appears, even though I haven't touched my view settings or the columns or column widths.  The first couple of times I assumed I'd brushed a column width or something by accident, but this seems to happen every time I modify a field within a view.  What does it mean, and does it matter if I click apply or ignore this message?   

  • When I used to copy a customer order, it was clearly stated...3
    Product Question posted Aug 31 by barb
    Question:
    When I used to copy a customer order, it was clearly stated that I was now working in the copied order. In the new UI, am I still working in the copy immediately? It no longer states if you are in the record you copied or the new record.
  • Copy a custom view?4
    Product Question posted Aug 30 by Drew V
    Question:
    Copy a custom view?
    Answer:

    I know I used to be able to copy (and then rename) any view, but cannot find how to do it since the redesign.  Maybe the redesign has me off my game a little right now.  Please help?

  • Browser support1
    Product Question posted Aug 20 by Kevin J
    Question:
    Browser support
    Answer:

    I'm wondering about the potential for unsupported browsers on the UI update.  Many of my users haven't upgraded to chrome or firefox yet, or even the latest version of EI.  Will older browsers be supported by the new UI, or do I need to get everyone upgraded?  

  • When grouping, omit the count2
    Product Question posted Aug 16 by Dawn
    Question:
    When grouping, omit the count
    Answer:

    I noticed that when I group entries, it automatically counts the number of entries and shows in the grouped title/header. I double-checked the view settings and the 'count' total was blank for all of the headers.

    Is it possible to omit the number of entries that displays at the top of a group?

  • recoding a users IP address1
    Product Question posted Aug 15 by mediacake
    Question:
    recoding a users IP address
    Answer:

    is this possible to do with Trackvia?

    Record a users IP Address then sending that data back to trackvia which then can display the country, the IP (user) came from in Map view (google map) ?

    in other words il have a table setup on trackvia which displays the IP adr, date, time. and be able to view this data in google map

    thanks

  • Time Field2
    Product Question posted Aug 11 by Dawn
    Question:
    Time Field
    Answer:

    Hi Again!

    Ok, so I have been utilizing the time part of the date&time field, but I noticed something that I hope is fixable.

    I have a website form that has a few time fields. One of the fields sometimes won't have a value, so it can be left blank. The problem, though, is when that time field is left blank, the view shows it as 12:00 PM.

    Is it possible to not have a value in the time field if it is left blank? If not, I can work around this, but would obviously prefer a solution. :)

    Thanks for all your help!

    Dawn

  • Connectors - more information please
    Product Question posted Jul 31 by Jonathan Lister
    Question:
    Connectors - more information please
    Answer:

    Hello,

    I'm really interested in the connectors aspect of TrackVia that I've seen mentioned a couple of times.

    My main aim is to connect together several different online services, in a workflow. I'd be interested to know if anyone is doing this already.

    Thanks,

    J.

  • Default Date "Today"4
    Product Question posted Jul 27 by Dawn
    Question:
    Default Date "Today"
    Answer:

    Hello!

    I have a few questions about the date field:

    I was wondering if it was possible to have a default value in a date field set to "today" in a website form.

    Also, is there any way to make the date field on a website form a text box that would accept dates in the "7/15/10" format [or any similar format]?

    And lastly, when filling out a form inside TrackVia [adding an entry], if there is a date field I can click "today" or I can get a popup calendar. Is this possible to have in a website form or is it limited to the TrackVia site?

    Thank you so much for all of your help!

    -Dawn

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