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.
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
Dear Viewpoint Suggestion Box contributor;
We at Viewpoint sincerely thank you for your contribution to Suggestion Box on how we can improve Viewpoint products. While we can’t do everything at once, we rely upon your feedback to help guide the prioritization of our product improvements, and Suggestion Box is a critical tool for us to understand and prioritize our customers’ needs.
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Done
Hi, this is the same idea as https://vistaerp.ideas.aha.io/ideas/SM-I-456.
please link them.