Submit Your Suggestions for Viewpoint Team

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 setup a firm or firm contact, but used it on a PM record in Vista, we cannot delete them, so instead rely on the "Exclude from Lookups" checkbox to prevent users from using them again.  Team, however, still includes these.  It's also causing an issue if the inactive contact has a different firm name than the active where the company name shows incorrectly in Team.  Big problem.  

  • Mercedes Green
  • Dec 8 2017
Company Skygrid
Job Title / Role
I need it... Yesterday...Come on already
  • Attach files

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.

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