Currently, the AR Customer and the SM Customer are a one-to-one relationship. It would be beneficial if it were a one-to-many relationship.
We have AR Customers that manage multiple properties (Service Sites). Even though all of the billing may ultimately be billed to 1 AR Customer, the billing information (address, email, etc) could vary for each site. Ideally, you would want to use the Service Site address as the physical property address, and that is not usually where the invoices need to be sent. Multiple SM Customers would solve this issue.
Currently, we have created custom fields on the service site to enter the correct mailing address information.
Company | HighGrove Partners |
Job Title / Role | Controller |
I need it... | 24 months |
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.