Use a Starter Template

Install an application template 

Many users find it easier and faster to edit a prebuilt application template rather than create an application from scratch. So, we’ve created a host of pre-built starter applications for everything from CRM, Project Management and Lightweight Contact Management to Order Management, Call Center Management and even Product Development.

These starter application templates are free, and can be used “as is” or customized at any time to fit your exact needs. All come with pre-loaded data allowing you take them for a test drive and explore the various features and functions included. Once you’re comfortable, you can delete the pre-loaded data and begin populating the application with your own data by entering new records or simply uploading your existing data using the spreadsheet upload tool. 

Watch this short video showing how Bronx-Lebanon Hospital uses TrackVia to customize an application specific to their unique needs. 

Common Questions

1. Can I Upload My Own Data?  Each prebuilt "starter" application includes test data, which you can replace with your own data at anytime. You can add your data individually or simply upload a spreadsheet with all your data in a few seconds. 
2. Are the Starter Applications Easy to Install and Use? Installing a prebuilt starter application couldn't be easier. You can add a starter application with a single mouse click from within the Getting Started Wizard or directly from the "Apps" page. Add one or many. It only takes a few seconds. 
3. Can I Customize or Edit the Starter Applications? Yes and yes. Each prebuilt starter application can be used "as is" or fully customized to fit your exact needs. Add or change forms, views, dashboards or automated features easily at anytime. Best of all, you can continue to modify your application as often as you want. So as your business evolves, you can fine tune your application. 

Learn and Do More

Please feel free to visit our community website and Knowledge Base to learn more, or give us a call to schedule a personal training session with one of our expert solution specialists.

800.673.3302