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Organize
Simple, Yet Powerful Data Organization.

Customize Views

TrackVia Advantage
TrackVia helps you find valuable trends or patterns in your data. Group all sales leads updated within 30 days, updated in April of this year, or all leads closed by a specific account rep this year. Quickly view all tasks with a due date in the coming week, or even group all clients in Minnesota with revenues of more than $100 million.

Click to view an example of Online Database Custom Views.View an example of this feature.

Overwhelmed by data? Filter into smaller pieces!

Did you remember to run the reports before the board meeting? Worried that it will take hours to get access to the specific information your manager requested?

TrackVia allows you to "slice and dice" your records into easy-to-use groups - by status, by category, by due date, with and/or logic - using any criteria you choose! And once you have built and saved your customized views, you can quickly begin reporting based on the criteria you have determined. And, once your information is organized, it's much easier - and faster - to perform tasks like mail merges, printing labels, or editing multiple records at once.

Better organization of your data means better reporting to management, clients and staff.

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