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.

AR Customer link to many SM Customers

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.

  • Guest
  • Sep 21 2016
Company HighGrove Partners
Job Title / Role Controller
I need it... 24 months
  • 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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