Here are the answers to some Frequently Asked Questions regarding available features:
What are TrackVia's features?
Please see our product page, and click on the topics on the left to see details about each feature.
What are the benefits of using TrackVia?
With TrackVia, there is no software to download or install. It is inexpensive, and there's no risk – you can cancel at any time. It's easy to learn, easy to use, and fast. It's very flexible, and most important, TrackVia will let you save time, reduce mistakes, and improve collaboration when tracking and managing almost anything.
How is TrackVia better than a spreadsheet?
TrackVia can be accessed on-demand from anywhere, any time, without requiring a shared drive or virtual private network. TrackVia data can be updated by multiple people at the same time. TrackVia keeps track of what was changed, when, and by whom. It allows different users to have different permission levels. It can pull data in from emails or the Web, and push data out by email or the Web. It gives you custom views of your data that you can save and reuse. It has an amazingly simple and fast search tool, and makes it easy to perform common tasks like creating a drop-down list, annotating a record, or attaching a document.
That said, we're not trying to convince you to give up your spreadsheets. To the contrary, TrackVia allows you to import from and export to a spreadsheet. Have your cake and eat it too!
Is it possible to export my contacts from Outlook into TrackVia?
Yes. And we're even happy to do it for you. It's not too difficult, but can be a challenge the first time going through it. We can either:
1) Send you step-by-step instructions for the entire process
2) Send you instructions on how to export your contacts from Outlook, and then you can send us that file and we'll put it into your TrackVia database for you
3) Arrange a time for us to have a "virtual meeting" where we can temporarily view your PC screen during a phone call, and tell you in real-time each step to do next.
Can I export my data?
Yes, TrackVia allows you to export your data to a spreadsheet or an HTML file.
Are any features limited during the free trial?
No. During your free trial you'll have access to the full version of TrackVia.
Can I display a real-time report to my website?
Yes you can! To access this feature you will want to go to the “edit report details” section of the report you wish to publish. There you will find three “tabs” in the upper right corner: General Settings, Filters, and Display Options. If you go to the Display Options tab you will notice a checkbox option that states “Publish this report” that you need to check and then choose how you would like to publish this (Paste code, or Public URL). Make sure to save your changes and now you can edit your report however you like and see the changes appear where it is published!
Can I send a mass email out of TrackVia?
Yes you can! This feature is available under "Tools" on the Database Overview page under Email Campaign.
How do I view my database entries on a Google ™ map?
Your database will only show the Google ™ Map link if there is an address that can be determined. If there is a valid address, click on the map link in the blue bar to map your records. This will open a map with pinpoints which give the record details that correlate to each pinpoint if you mouse over them!
How do I use your Website Forms feature?
TrackVia's website forms allow your database to be populated through an easy interface! To create your form just follow the link under Tools on the main database overview page. You can then choose to either have your questions above your answers or have them appear side-by-side. TrackVia will create the HTML to be copied and pasted into your website and can even create a custom confirmation page that looks and feels like your website!
Can you replace the TrackVia logo with my company logo for my account?
Yes we can! Simply go to the Setup link in the upper right and then the Account Settings tab. Here you can upload your logo and even change the color scheme to match
Can I have a login box to TrackVia on my website?
Yes you can! We can generate the HTML for you that can then be pasted to your website wherever you like. Just contact for the code.
