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.

Contact Functionality

Please provide an easier method to add additional contact records for AP Vendors, AR Customers, SM Customers and Sites.

There should be a "contacts" tab for AP Vendors / AR Customers. Additionally an import template should be available for each of these. 

We are migrating from Sage 100 Contractor and I'm a bit disappointed that Vista does not handle this better than Sage.

  • Brian Mangan
  • Aug 8 2017
Company Dave Jones Inc.
Job Title / Role IT Manager
I need it... Yesterday...Come on already
  • Attach files
  • Brian Mangan commented
    August 09, 2017 18:01

    To clarify - users should be able to add contacts (customer / vendor / sm customer / sm site) directly on the associated "contacts" tab.

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