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.

Make the Agreement Work Schedule Description a Note field

The Work Schedule Description field gets passed to the Work order Scope description upon creation. The Work Order Scope description is a Note field and this is where the description of work is entered for the technician. Since the Work Schedule Description on the Agreement is a text field and limited to 60 characters. This makes it impossible to use effectively and creates the need for a work around using the Notes field on the agreement. Using the Notes field is a problem because it does not get copied to the Work Order OR the renewed Agreement creating lots of extra work.

In summary, we are looking for a resolution to the necessity of passing the description of work which requires a Notes filed, in an agreement, to the work order upon creation.

  • Nancy Jones
  • Jun 28 2018
Company Van Dyken Mechanical
Job Title / Role Accounting Manager
I need it... 1 month
  • 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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