Unbeknownst to me, some of our TEAM users have been creating their PM Firm Contacts manually in TEAM, which creates them into Vista without any address information, Firm Types (which is a required field) and also creating duplicates. We have specific firm numbers to designate what they are (Owner, Vendor, Consultant) as well as integrate these PM Firm Contacts to a cloud-based marketing tool called Cosential so now we have 3 separate systems with the wrong information.
We want to ONLY allow a contact to be added into TEAM that already existing in Vista, just like we only want a Project to be created that exists. If this can't be disabled, please at least have an Enterprise setting to disable this + sign.
Mercedes Green
| Company | Skygrid Construction Inc. |
| Job Title / Role | Technology Strategist |
| I need it... | Yesterday...Come on already |
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.
© 2023 Trimble Inc. All Rights Reserved. Viewpoint®, Vista™, Spectrum®, ProContractor™, Jobpac Connect™, Viewpoint Team™, Viewpoint Analytics™, Viewpoint Field View™, Viewpoint Estimating™, Viewpoint For Projects™, Viewpoint HR Management™, Viewpoint Field Management™, Viewpoint Financial Controls™, Vista Field Service™, Spectrum Service Tech™, ViewpointOne™, ProjectSight® and Trimble Construction One™ are trademarks or registered trademarks of Trimble Inc. or its affiliates in the United States and other countries. Other names and brands may be claimed as the property of others.
Yes please!
Yes. Please disable this option.
We are having the same issue! Our users are able to add new contacts in MANY different places by using the add a contact on the fly method in addition to adding them from within the contact tool itself. We are having users create contacts for people which are then being created as Vendors in Vista. This is a big no-no. Not only do we have issues with duplicates, but we have issues with incorrect info being entered, etc. Please please please add the ability for an admin to completely remove the "+" button as well as remove the "add on the fly" ability from within RFIs, submittals, etc. This needs to be implemented ASAP! We have had to reach out to VP Team support on multiple occasions to try to get help cleaning things up within both Vista and Team due to this function.
Aaron if someone clicks the plus to add a new contact it ends up adding a new firm in Vista as well as the issue's mentioned below where if they leave off a "The" or some slight variant it will create a new firm in Vista. We just need the option to turn it off.
With 'Limit to PM Firms' set we should not be allowing you to add "new" Firms but requiring you to only select ones that are already in Vista. Is this what you guys are seeing?
I will add our users are polluting PM Firms as well. The search still isn't perfect so users search for a firm and don't add a "The" at the beginning and end up adding a whole new firm which throws off all the hard work we have done. We need to disable adding new firms.
This is a big problem for us too. Team users are adding contacts with bad data, duplicate contacts and incomplete contacts. We keep a pretty clean PM Firm Contacts and this feature is letting our users mess it up. Please give us an option to disable the + button. Suggestion MVPM-I-259 says that was shipped, but support told me we can't turn it off.
This is becoming a big issue for us as well as we have reporting in Vista to show which firms and contacts have worked on our projects, and the duplicates being created from Team create a breakdown in that data. Wish we could force our Team users to only invite contacts from PM firms.