Submit Your Suggestions for Vista

Ideaspace topics with the most votes have been moved into the Suggestion Box. If there is a topic missing, please re-enter. Our product team reviews the Suggestion Box items regularly and will provide updates as to status and incorporation into upcoming releases.

Allow default email address/subject when exporting to email

In RP Report Titles add a table where we can choose what table and what field to grab an email address from if there is only one customer for example.

So we could select APVM and select the Email Field, or we could select from udAPEmails and select udAccountsEmail.

 

This would be very handy for being able to send statements, invoices, credit notes, employee information etc, without having to always go and check out a specific record for said email address. It would also ensure invoices always get sent to the correct department.

With the subject it would be nice to have a textbox where we can say:
Purchase Order: {POHD.PO} - {POHD.Description}

Then when the email is created, the subject would be:

Purchase Order: 10025 - Trio Panels

But make it available to all reports.

  • Andre Ferreira
  • Jan 11 2017
Company Pacific Formwork
Job Title / Role IT
I need it... 1 month
  • 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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