Posts Tagged ‘features’

I Need to Know. Everything. Immediately.

February 10th, 2009

One advantage of using an online database is the visibility it provides into one’s data. Custom views, statistics, and powerful search features make it easy to see what’s happening with customers, orders, inventory, and nearly everything else.

Sometimes, though, that’s not enough. If a customer logs a critical bug, I want to know about it right away, not the next time I log into TrackVia and look. If our sales group has a time-sensitive opportunity that requires senior management involvement, our CEO wants to know about it immediately, not the next time TrackVia emails him a pipeline report. In fact, come to think of it, I want to know about all bugs, and our CEO wants to know about all sales opportunities, as they happen. We have a high need to know.

Now we can know. Last week TrackVia launched a new alerts feature. Alerts allow TrackVia users to be notified by email whenever their data changes in ways they’re interested in. This could be an added record, a deleted record, or any change to a specific record. It could also be a change to one or more records that meets very specific criteria.

TrackVia Alerts

The specificity of those criteria make alerts great for workflow applications, that is, using TrackVia to manage a business process. For example, an alert can notify a claims processor that an investigator in her region has approved a claim and it’s now ready for payment.

If you have a high need to know, and you’re not getting it from your current database, you might try a better database.

New Feature…Saturday?

August 23rd, 2008

Last week I declared that we’d launch a new feature or improve an existing feature every week — I called it New Feature Friday. Well, this week’s feature did get launched on Friday…somewhere in the world. But the description of it had to wait until today, Saturday.

This week’s product improvement consists of some useful enhancements to database views:

  • You can now publish statistics views to your website, or to a public URL. So to publish a pie chart of donations by source, for example, simply create a TrackVia view with just the “Source” column, set the view’s default format to “statistics,” and paste the “publish this view” code snippet into your webpage, as usual. Like with table-formatted reports that you publish, the pie chart will always reflect the latest, real-time data from your TrackVia database.
  • You can now email statistics views, either on an ad-hoc basis using the ”email” link, or using a Distribution Schedule. Thus that pie chart, or perhaps a total of all donations received to date, can be delivered to your email inbox every morning.
  • Emailed views, whether formatted as tables or statistics, now show up in the body of the email, not just as an attachment. This lets you see the key info in Outlook’s preview pane (for example) without having to open the message and then open the attachment.  
  • Views and individual records that you email now include a link that takes you directly to the live version of that view or record in TrackVia. You’ll first be prompted to log in, and then redirected to the page that was sent by email. If you have a TrackVia login box on your own website, the emailed links will bring you in through your own website. The link can be removed in Distribution Schedules that go to large audiences.

None of these are earth-shattering, but they’ve been requested by enough customers that I know they’re a definite step forward. One week’s worth, at least. 

New Feature Friday

August 15th, 2008

We’ve been on a roll lately when it comes to adding useful new features to TrackVia. So I’m going to go out on a limb and declare that we’ll announce a new feature or product improvement every week. Call it New Feature Friday. Except…it might not always be on Friday, or every week…but we’ll try!

Today’s new feature announcement is that we’ve added three new field types to TrackVia:

  • Currency. These fields are numbers, but they display with a $ symbol in front of them – or € or £ or ¥ if you prefer. They use commas as a thousand separator, and two digits are displayed after the decimal (this can be changed in any given context). They’re great for representing prices, commissions, revenue, or other monetary amounts.
  • Percentage. Another numeric field, but displayed with a % sign. The number of digits displayed after the decimal is determined intelligently, but can also be set manually. In formulas, 30% acts like 0.3, for example when multiplying a percentage by a price.
  • Auto-counter. These fields automatically increment each time you add a record. For example, you could have a field called Customer Number that starts at 1 (or 101, or any other starting number you like) and goes up automatically as you add records. Once a record is given an auto-counter value, that value cannot be changed or reused.

Like all TrackVia fields, these three new field types will be automatically detected when you import a spreadsheet to build a new database.  They also export to Excel with appropriate formatting. And of course you can convert them into any other field type, and vice versa. So an existing Customer Number field that you’ve been incrementing by hand (sorry about that) can be converted to an auto-counter, with existing values preserved and new values automatically assigned. If TrackVia detects any potential problems with converting a field to a new type, it will warn you, as always.

 If you’re a customer and would like help using these new field types, please call our Product Support group. Everyone else, tune in next week!

Taking security to the next level

July 25th, 2008

Here at TrackVia, we know how important your data is to your business. So we do our utmost to maintain its integrity and ensure its safekeeping. As part of that ongoing effort, we have recently released a new premium feature that allows you to restrict access to your account from specific IP addresses. So, if you only want computers in your building to be able to login and access your data, well that’s no problem. You can limit access to any number of IP addresses or range of addresses, to accommodate temporary vendor or partner logins, or those employees that might need to work from home. Of course, we also give you the ability to remove them at any time.

We hope you find this new feature a useful addition to our existing security features. Combined with our robust permissions model and user management tools, we think it’s a great way to enhance the protection of your business data.

Search Is The Killer (Database) App

June 27th, 2008

Google proved that on the Web, search is the killer app. I think it’s a killer app for databases, too, and one that’s been egregiously absent from traditional database and spreadsheet products. In Oracle or Microsoft Access, for example, searching just doesn’t exist. A technical user can build a structured query, but they can’t search like they would at Google: type in Bob Johnson and instantly find all relevant data. If you think about what the Web would be like without search engines, you’ll realize what an amazing indictment of ordinary databases this represents.

Microsoft Excel, which is the world’s most widely-used de facto database, is hardly better. Search on Bob Johnson in Excel and you’ll be forced to hop from cell to cell, one at a time, among cells that contain Bob and Johnson right next to each other. If Bob is in the First Name column and Johnson is in the Last Name column – a pretty common way to organize data in a spreadsheet – you’re out of luck. Excel won’t find it.

TrackVia has always had a great search feature. It’s dirt simple, wicked fast, and smart. It will find all records in your data that are relevant to Bob Johnson, regardless of how those terms are structured in a data record (first name, last name, description, address, or some combination thereof). The results are cleanly displayed with yellow highlighting showing immediately why each record was a match.

Yet, we’ve had a cadre of customers who have been bugging us to make a good thing better. So this week we upgraded our search feature. It remains dirt simple and wicked fast, but it got smarter. While still automatically doing the right thing with common-sense requests, as when searching a product database for large red widget, it now has bells and whistles that make it more like the best Internet search engines. These include:

  • Phrases: Quotation marks, as in “New York” instead of New York, indicate that the terms must appear together.
  • Exact match: An equal sign, as in =Rob instead of Rob, will only return records with an exact match (i.e. Rob, but not Robert).
  • Negative match: A minus sign, as in white sox –red, means a term (i.e. red) must not appear in a record.
  • Dates: You can now search date and time fields with expressions like Oct 23, 2007 or simply February.
  • Empty fields: Searching on (none) will return records with blank fields.
  • Specific fields: Putting a field name before a term, as in first_name:Wilson, limits the search for that term to that one field.

You can also combine the above tricks to create powerful ad-hoc queries. For example, searching your food database for type=dessert apple -pie would return (presumably) apple cobbler, apple cake, and apple tarts. Here at TrackVia, we can compare the growth of our business this year versus last by doing two quick searches on our customer database – purchased:“June 2007” and purchased:“June 2008” – and comparing the number of results. Is it just me, or is that pretty neat?

Finally, you can now also explicitly search on the change notes, comments, and attachment names that are displayed in the History section of every TrackVia record. This means you can search the conversations and context around data records that represent business processes or workflow.

In my humble opinion, these upgrades make TrackVia the most searchable database ever built — and that’s a big deal. If you disagree, please let me know in the comments or directly by email!

Pie charts a la mode

June 19th, 2008

Here at TrackVia, we’ve been hard at work cooking up new ways for you to view your database content. We’ve been keenly aware that sometimes you need more than just the traditional report grid view to better analyze your data. So, recently we’ve released the “statistics” view, which allows you to see your data in aggregate ways, including bar graphs and pie charts for your database fields if their underlying data types support them.

If you have a drop-down field in your database, for example, the statistics page will render a pie chart of what percentage of rows in your report have each option selected. If your field is a checkbox type, you will see a bar graph instead. In addition to charting, there are other neat things like totals, mean, median, and other statistical information on your numeric fields, as well as a report on most frequent values that appear in the report for other database columns.

And, just like a regular report, you can adjust the data sample being summarized by tuning the filters and display options. Give it a spin and let us know what you think!