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.

Merge/Link AR Customers - to repair when we transact over duplicate entries

It just isn't possible for AR to catch all duplicates before we transact on them.

We need a way to 'merge' AR Customer accounts, or at least link them, so that we can report on outstanding items and history together.

  • Veronica Healey
  • Jun 26 2020
Company Troy Life & Fire Safety Ltd
Job Title / Role Process and Systems Development Manager
I need it... 6 months
  • Attach files
  • Janet Narva commented
    08 Jan 22:42

    We have too many duplicates used by multiple divisions. Need a Merge function

  • Lexy Burgess commented
    August 30, 2023 14:10

    NEED THIS!! Too Many Duplicates and it would be nice to have a merged history. Why can we merge vendors but not customers!

  • Veronica Healey commented
    September 08, 2020 14:17

    Similar to

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.