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.

• Home /
• SM-I-236 /
• New Suggestion

52 Vote

SM Company Parameters Email Settings - Allow us to customize Subject Line

A customer of ours has requested that the subject line of invoices sent to them have Customer Site and Invoice number in the subject line. Currently, we cannot do that in SM.

• Heather Sprangers
• Sep 19 2017
• Likely but not yet planned

SM - Service Management

Company	August Winter & Sons, Inc.
Job Title / Role	IT
I need it...	3 months

• Comments (2)
• Votes (52)

• Attach files

  Enter a subject
• 
  Nathan Sutherland commented

  September 02, 2022 16:34

  Viewpoint, please listen up. This is incredibly frustrating when someone replies to an email, and the reply contains no identifying information. How does the CSR know what invoice they are referring to?

  
  

  Being able to customize the SUBJECT or BODY to include at least the invoice number is a must.

  Thank you.

  ×

  Attachments Open full size
• 
  Scottie Bahr commented

  September 03, 2020 12:19

  Please make this happen. The only work around I'm aware of is to manually adjust each e-mail subject line before sending the e-mail. Having the invoice number and other pertinent customer info in the subject line is crucial for managing bounced or returned e-mails as well as more efficiently handling questions from clients.

  ×

  Attachments Open full size

• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 
• 

Log in / Sign up

Identify yourself with your email address

Email address

Subscribe

You won't be notified about changes to this idea.

Related Suggestion

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.

© 2023 Trimble Inc. All Rights Reserved. Viewpoint®, Vista™, Spectrum®, ProContractor™, Jobpac Connect™, Viewpoint Team™, Viewpoint Analytics™, Viewpoint Field View™, Viewpoint Estimating™, Viewpoint For Projects™, Viewpoint HR Management™, Viewpoint Field Management™, Viewpoint Financial Controls™, Vista Field Service™, Spectrum Service Tech™, ViewpointOne™, ProjectSight® and Trimble Construction One™ are trademarks or registered trademarks of Trimble Inc. or its affiliates in the United States and other countries. Other names and brands may be claimed as the property of others.