Limit adding contacts/organizations in TEAM to Vista.
This one is marked as shipped but it is not completed. https://team.ideas.aha.io/ideas/MVPM-I-259 It still allows you to create a contact that then creates a duplicate firm in Vista. We need the actual option to disable the + in TEAM. We have th...
Need Quicker Way to Add Contacts to Multiple Projects
We have at least 3-5 contacts in our company that need to access ALL projects so when we need to add a contact to each project (or a lot of them) it is very tedious.
Please add a way to add the user to a Project from the User Management window...
There needs to be an ability to create Contact Groups based on Roles so you can add a Group to the Project rather than having to individually add everyone. Furthermore, being able to have a job template with Contacts already set up and then imported to a new job.
We currently have 140 + jobs we added to TEAM. We potentially have 40 to 50 internal users (Contacts) that need to be added to each project. We currently will use 3 Roles: Project Manager (15 Contacts per job), Project Engineer (10 to 15 Contac...
Please stop sharing Team Contacts Between ALL Viewpoint One customers
We are having issues with OUR contacts that we setup in Vista under PM Firms/PM Firm Contacts because of other Viewpoint Team customers having already setup that same contact. If another Team customer setup the same contact, we are at the Mercy t...
Link demographic information From Vista Firms to Team Contacts
Link the following contact information from Vista to Team Platform:
Phone (Primary, Desk, Cell, etc.)
Also have these hyperlink in Team so that users can click on Address and it would bring up a map (using mobile woul...
Revamp Contact Management, Create Enterprise-Level Directory
Contact management in Team is inadequate and frustrating. The process of managing contacts and organizations and adding them to projects is not transparent or easily understood.
We need a central contact directory beyond what is offered by Ad...
Make Contacts Public or Private
Would like to make different Contacts Public or Private. Many Projects have additional Owner and Engineer reps that need access to Project but whose information should not be accessible to all other Contacts of the Project.
Export options for the project contact list
Please allow for PDF or excel export options for the contact list page.
Add Ability to Delete Users from User Management in Admin Centre
We need the ability to delete a USER once they have been removed from a project. If we have Employee turnover, or short projects, the list is getting quite large of disabled users.
Do not include inactive Firms or Firm Contacts in Team
Currently when using the Browse PM Firm Contacts, Team is listing inactive Firms and Firm Contacts (i.e. those that we have checked the Exclude from Lookups in Vista) and is causing the incorrect ones to be added into Team. If we incorrectly setu...
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