This tutorial will get you started using TrackVia immediately. (If you're completely new to the TrackVia concept, you might read What is TrackVia? first.)

First, create a database. Follow the steps below. (These instructions will stay open as you move from screen to screen. To close them, click close in the blue bar above to the right.)

1. Click Setup in the gray navigation bar (upper right part of your screen). If you don't see the Setup link in the upper right, it means you are not an administrator in your account. Scroll down to the "What's Next" section.
2. Click add database on the right side of the TrackVia Account Setup information container. (Look in the blue bar just below this Help container.)
3. Choose one of the three options for creating your database, and click Continue.
4. If you used the Upload a spreadsheet or Start with a sample database option, skip to the next step. If you chose the from scratch option, you'll now be seeing the Add Database page. Use this page to define your database – select a field type from the drop-down list, and give the field a name. Repeat this for as many fields as you like, then click Save Changes. When you're satisfied, click view database in the upper right.
5. You should now be looking at the Database Overview page. Congratulations -- you've just created a TrackVia database!

What's next? From the Database Overview page of any database, you can:

• View or edit records by clicking on the or icons next to each row in any view, including the Built-in View view (which, by the way, can be customized).
• Add a record by clicking the add record link in the blue Database Overview header. (The word record might be replaced with something else, such as task, complaint, or person, if you've told TrackVia what your database contains.)
• Search for records using words, phrases, or numbers in the Search box.
• Create views by clicking on the views link in blue bar. Customizing your own views is key to making your data usable and understandable.
• Edit your database setup by clicking the edit database link in the blue bar (if you are an account administrator). Use this to add or remove database fields, or change their names.
• Add users, databases, and more using the Setup page (if you are an account administrator).

Moving around. Here are a few important points you might already have noticed:

• The Setup page is your control panel for TrackVia, if you are an account administrator – you can use it to add or change projects, databases, users, or permissions.
• The gray bar at the top of the page lets you move around. At its left is the word Home followed by a trail of hyperlinks that show your current location in TrackVia. This is an easy way of going back to previous pages.
• Clicking Home always takes you back to a list of your databases. Clicking on any database takes you to its Database Overview page.
• All TrackVia pages show information in one or more containers that have blue headers and footers and rounded corners. For example, this Help text lives in its own container, and there are more containers below it.
• On the right side of most blue container headers are links that allow you to get things done. For example, in this Help container, the links say previous topic, next topic, and close. TrackVia's basic tasks – adding data, creating views, and so on – are done using links that appear in these blue container headers. Keep an eye out for them.

Getting Help.

• Email support@trackvia.com or call (800) 673-3302. We will reply quickly during normal business hours, and as soon as possible on evenings and weekends.