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Link demographic information From Vista Firms to Team Contacts

Link the following contact information from Vista to Team Platform:


Phone (Primary, Desk, Cell, etc.)

email--already done.

Also have these hyperlink in Team  so that users can click on Address and it would bring up a map (using mobile would be great for this) and click on Phone and it would dial the number.

If no info such as address, phone, email is found on the contacts, then pull from the main Info tab.  

  • Stacy West
  • Dec 15 2017
Company Sachse Construction
Job Title / Role Corporate Trainer
I need it... Yesterday...Come on already
  • Attach files
  • Stacy West commented
    July 20, 2018 15:23

    The ability to add phone numbers to the contacts is very crucial to our day-to-day business.  Our Operations department (supers in the field) need to be able to have phone numbers to contacts...if the user does not add a phone number when they are setting up an account or do not set up their account the phone number is not visible.  


    Suggested solutions: 

    1.  Either give Project Admins/Editors the ability to add/edit a phone number within the contacts 

    2.  Link the contact information from Vista Firm Contacts and phone number to Team Platform

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