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.

Add Database Fields to SM Invoice Email Delivery

It would be nice to be able to add a database field from an SM Invoice to be included in the subject and/or body of an email delivery message. For Example "Company Name Invoice [Invoice Number], PO [PO Number]" so the customer knows the invoice number and PO number right away

  • Guest
  • Jul 2 2018
Company Nickle Electrical Companies
Job Title / Role Accounting Administrator
I need it... 1 month
  • Attach files
  • Nathan Sutherland commented
    December 29, 2021 00:28

    Adding my vote to this!

  • Claire Werner commented
    July 18, 2019 20:14

    Also, to be able to have the PDF attachment saved with a custom file name including things like Invoice # and Customer #. Basically the same setup that is currently available through Create and Send in other modules.

  • Guest commented
    August 27, 2018 20:34

    Agreed. This wouldn't only help the customer but also our users when trying to find the Invoice in their e-mails (because now, the subject, body and attachment names are all generic).

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.

1515 SE Water Avenue, Suite 300, Portland, OR 97214 |  800.333.3197  | Contact Us | Terms of Use | Privacy | Support Policies

© 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.