Not everyone starts in the work order when talking with a customer where the indicator might be ON HOLD for AR.
We created a custom field in SM sites & SM customers.The ability to highlight or change colors FOR THAT FIELD would help us communicate with all employees doing different tasks.
| Company | Taylor Plumbing Inc |
| Job Title / Role | Operations/President |
| I need it... | 1 month |
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.
Interesting idea! In your setup, do all employees doing different tasks view the SM Sites and SM Customers forms to view that field?