Submit Your Suggestions for Vista

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Default TO contacts from Submittal Register and Package Information

This just seems like a bug to me, but was told the Approving and Responsible Firms and Contacts are just for informational purposes.  

1.  If I have entered a Responsible Firm and Contact in the Submittal Register, this should default in the TO field of the Create and Send.  That's who it's going to first, so it should know this.  

2.  After I've already sent to the Responsible Firm then sending to the Approving, it should know to populate the TO field with that Firm/Contact.

3.  If I have entered a Responsible Firm/Contact in the Submittal Package, this should default in the Distribution tab, which defaults in the Create and Send.

 

All of these default properly in Submittals 6.5 so this should as well.  You shouldn't lose functionality.  If one users TEAM, we HAVE to use Submittal Register as it doesn't sync with Submittals 6.5 so both forms should offer the same features.

  • Mercedes Green
  • Nov 1 2017
  • In Review
Company Skygrid
I need it... Yesterday...Come on already
  • Attach files
  • Heather Sprangers commented
    February 16, 2018 14:28

    We also need this. We were not aware of how it worked in Submittals 6.5 because we had not used it, but we did recently log a case with Viewpoint asking why the program didn't do exactly what your explaining in your suggestion. Well written!

  • +1

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