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This idea has been merged into another idea. To comment or vote on this idea, please visit SM-I-456 Ability to pick Site first when creating new SM Work Order Quote.

Allow look up by SM Site when starting a new quote in SM Work Order Quotes Merged

When starting a new quote, allow estimator to look up the site by address and then pick the customer.  We have multiple customers at the same site (multiple tenants, Building owner, manager, etc.)

• Randy Greer
• May 6 2019

Vista Apps / SM - Service Management

• Comments (2)
• Votes (3)

• 

  Admin
  Gary Gilmore commented

  October 29, 2019 20:43

  Done

  Attachments Open full size
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  Veronica Healey commented

  October 29, 2019 20:37

  Hi, this is the same idea as https://vistaerp.ideas.aha.io/ideas/SM-I-456.

  please link them.

  Attachments Open full size

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Dear Viewpoint Suggestion Box contributor;

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