Veteran TrackVia users have probably noticed that our “views” feature has evolved over the past few months, making it easier and more efficient (we hope) to organize and view your information.

Never ones to rest on our laurels, today we’re launching a few more enhancements that affect views. To introduce these new enhancements, and more importantly help you find tools that have moved to new places, we offer the following tips:

• Views have a new Format drop-down menu that allows you to change the format of a view between Table (rows and columns), Edit-all mode, Statistics, Map, Print, and Excel. Note that this menu has replaced the links that used to appear at the top of each view. So if you’re trying to figure out where the “Excel” link went, look in the new Format pull-down!
• In the Tools area of every database is a new link called Arrange Default Views. Default views are those views that appear on your database overview page. By clicking this tool, you can now quickly add, remove, and reorder (by drag-and-drop) the views you want on your database overview page. Accordingly, we’ve removed the “Show on Database Overview page?” option that used to appear when editing a view.
• You can now choose a default format for your views, so that a view always displays as a map, statistics, or in edit-all mode. This means you can have maps and pie charts appear on your database overview page.
• The option to mail merge a report has moved to the Mail Merge tool, under the Tools area of each database. To merge a document template with a view, instead of running the view first and using the “mail merge” link, you should go to the Mail Merge tool and select the view from there. Merging a single record with a template is still done using the link on the view-record page.

We think these changes make TrackVia views easier to use and more flexible. Please let us know if you have any questions or suggestions!