Submit Your Suggestions for Viewpoint Team

TEAM Submittal syncronization with Vista PM Submittal Register

Currently when a submittal record is created in TEAM a record is created in Vista PM Submittal Register.

The Responsible Firm / Contact fields are automatically populated with the Submitter" company that the record was issued to in TEAM.

The Our Firm Contact in Vista should be populated with the "Reviewer" in Team.

The Approving Firm / Contact should be populated with the Approver Firm / Contact in Team.

  • Joseph Miller
  • Apr 27 2018
Company PENTA Building Group
Job Title / Role Project Executive / Director of Training
I need it... Yesterday...Come on already
  • Attach files
  • Joseph Miller commented
    May 07, 2018 16:08

    Two more items need to be added to the Vista record:

    1. OurFirm field needs to be set to "Our Firm" (the firm creating the submittal record in TEAM.
    2. Currently the "TEAM state" is sync'd.  The submittal "Status" that is selected in TEAM also needs to be a field in the register for proper reporting in Vista using our custom reports.

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.

1515 SE Water Avenue, Suite 300, Portland, OR 97214 |  800.333.3197  | Contact Us | Terms of Use | Privacy | Support Policies

© 2018 Viewpoint, Inc. All Rights Reserved. Viewpoint®, Vista™ by Viewpoint, Spectrum®, Viewpoint Enterprise Cloud™, ProContractor™ by Viewpoint, Viewpoint For Projects™, Viewpoint For Field View™, Viewpoint For Estimating™, Viewpoint Team™, and Jobpac Connect™ by Viewpoint are trademarks or registered trademarks of Viewpoint, Inc., in the United States and other countries. Other names and brands may be claimed as the property of others.