It would be very helpful for our Service Mgr to be able to copy an existing quote for a customer and then modify the scope of work details and amount instead of re-entering all the static customer info
Deanna Hoff
| Company | Westphal & Company, Inc. |
| Job Title / Role | Assistant Controller |
| I need it... | Yesterday...Come on already |
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.
Hi Deanna,
I know you're hoping for a Vista-built solution rather than a custom one. But if you think it would be helpful, we could definitely help you build a custom solution to accomplish this for you.
If you'd like to discuss in more detail, please let me know.
Jon
jon@olsenconsulting.ca