Submit Your Suggestions for Vista

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SM STANDARD ITEMS SET ON SM RATE TEMPLATES SHOULD DEFAULT ON NEW WO'S THAT HAVE THAT RATE TEMPLATE APPLIED AS PROVISIONAL WORK COMPLETED LINES LIKE THEY DO WHEN DEFAULTED ON SM CUSTOMERS OR SM SERVICE SITES

Currently SM Standard Items when added to an SM Customer or SM Service Site will default onto each new Workorder opened for that Customer or Service Site as Provisional Work Completed Lines.  We would like the ability to have SM Standard Items set as Defaults on the SM Rate Template to default onto new SM Workorders when they are opened as provisional work completed lines so we don't have to set them on each SM Customer or SM Service Site, unless we wanted a specific one for the Site, which would take precedence over the SM Customer, or wanted s specific one set on the SM Customer which would take precedence over the one set on the SM Rate Template, if defaults would be set at those lower levels.

  • Ed O'Connor III
  • May 9 2019
  • Likely but not yet planned
  • Attach files

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. Viewpoint reviews Suggestion Box regularly for all of our products and updates statuses, adds comments, and performs various house-keeping (including deleting) as needed to ensure that Suggestion Box is maintained as a productive environment for product enhancements requests.

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