Submit Your Suggestions for Viewpoint Team

Link demographic information From Vista Firms to Team Contacts

Link the following contact information from Vista to Team Platform:

Address

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
  • Likely to implement
Company Sachse Construction
Job Title / Role Corporate Trainer
I need it... Yesterday...Come on already
  • Attach files
  • Admin
    Aaron Jost commented
    December 06, 2019 05:41

    We'll be doing work with contacts in the near future and will look to expand the details about the contacts.

  • Tason Armitstead commented
    December 03, 2019 22:11

    Addresses are also crucial information.  The ablity to update and Add addresses along with this would be very useful

  • 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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