When creating a new call from Call Handler, it should fallow the default set ups for the A/R customer, SM Customer, and SM Service Site. Right now you have to go into each option and make changes. We are making changes in the Grid View to the A/R customer to have payment terms of net 30 day. In the SM Customer Report ID & Inv Summary Level. System Overrides have been set however unless you create the new customer hitting each of these screens, the override doesn't apply.
Elizabeth Hughes
| Company | Gunnar Electric, Inc. |
| Job Title / Role | Service Coordinator |
| I need it... | Yesterday...Come on already |
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.
We're having the same critical problem!