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.

Agreements, once renewed should NOT appear on the SM Agreement Renewal form

If you go through the entire process of renewing an agreement using the SM Agreement Renewal form and you activate your renewal quote in the system the original agreement (i.e. the one you just renewed and got the customer to accept) shows up in the list of "expiring agreements' again.

We have more than one user managing renewals and this creates confusion because they try and initiate another renewal when it's already been done.

Once a renewal is activated, the original version due to expire should no longer be included, or at the very least, there should be column added to the upper grid to show users if there is another more recent version of that agreement active in the system they should investigate first.

  • Veronica Healey
  • Feb 9 2017
Company Troy Life & Fire Safety Ltd.
Job Title / Role Implementation Project Lead
I need it... Yesterday...Come on already
  • 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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