In previous versions of Vista, notes used to be added to the AR Customer record if the Customer was created from the Call Handler that included the call number. This was helpful for our AR team to follow up with whoever created the customer if there is information missing such as Tax Codes.
Brian Mangan
| Company | Dave Jones Inc. |
| Job Title / Role | IT Manager |
| 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.
© 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.
To work around:
Open SM Call handler.
Filter by "Work Order Number"
It would be even nicer to have an [Open Connected Call] button inside the SM Work Order window, or at least from one of the menus on the top.