Submit Your Suggestions for Viewpoint Team

Company validation needed

Add Contact and entering a “partial” company name without picking from the drop down list will create a new Firm in Vista. It is too easy to make this mistake. Needs to be tightened up.
There is not any validation in TEAM if you add a contact on the fly to see if the “company” exist in Vista, likely because of various possible spellings. A “smart” validation I needed. 
  • Guest
  • Jan 20 2017
  • Likely but not yet planned
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