Submit Your Suggestions for Viewpoint Team

Team Contacts Phone Number Field

We are using Team Standalone until we have Vista Live and integrated with Team. When we setup new Team contacts on a Project it does not allow you to enter the Contacts phone number. Only the below fields are available:

First Name, Last Name

Company, Email Address

You have to access the Contacts tab and then edit each contact to add their phone number. It would be nice to be able to add this when you create the Team contact initially.

  • Rudy Comeaux
  • Aug 30 2018
Company The Lemoine Company, LLC
Job Title / Role VP of Organizational Development & People / ERP Implementation Project Manager
I need it... 1 month
  • Attach files
  • Juli Reff commented
    September 27, 2018 19:59

    Need to have this feature

  • Stacy Pete commented
    October 02, 2018 14:03

    Please update this as soon as possible - Thank you 

  • Admin
    Jim Sunderland commented
    October 04, 2018 16:25

    Hello Stacy and Juli, perhaps I'm not understanding the problem. I am able to create a new contact and in the form I can enter a phone number (see below). Can you clarify what problem you are encountering?

     

  • Stacy Pete commented
    October 04, 2018 16:45

    We are unable to create a new contact within TEAM as it creates problems for accounting and adds new vendor numbers.

    In order to add our contacts to VP TEAM, we have to enter the contact in VP VISTA (PM FIRM MASTER) and the phone number does not transfer over.

    [cid:image001.png@01D45BD7.6B2EC330]

    When I go into VP TEAM to edit the contact and add the phone number, we are unable to edit ( Juli and I are both Project Editors )

    [cid:image002.jpg@01D45BD7.6B2EC330]

    Thank you for taking the time to get back to us on this issue.

    We look forward to hearing from you!

    [https://s3-us-west-2.amazonaws.com/tn-site-assets/Signature_2.png]

    Stacy Pete | Bid Coordinator

    spete@tri-north.com | Tri-North Builders | Build Smart.

    P: 608-271-8817 | F: 608-271-3354 | Direct: 608.204.7220


  • Admin
    Jim Sunderland commented
    October 04, 2018 20:46

    Ah, so Tri-North aren't standalone, but the suggestion came Rudy of Lemoine Construction who logged the suggestion. How about I close this suggestion as "implemented" and you create a new suggestion that is focused on imports of contacts from PM Firm Master contacts doesn't bring alone the phone number nor allow a project editor to add one? 

  • Stacy Pete commented
    October 05, 2018 14:19

    OK…

    [https://s3-us-west-2.amazonaws.com/tn-site-assets/Signature_2.png]

    Stacy Pete | Bid Coordinator

    spete@tri-north.com | Tri-North Builders | Build Smart.

    P: 608-271-8817 | F: 608-271-3354 | Direct: 608.204.7220

    www.tri-north.com | 2625 Research Park Dr. | Fitchburg, WI 53711

    A list of our bidding projects can be found thru this link: http://projects.isqft.com/trinorthbuildersinc
    By submitting a bid, Subcontractor agrees that it has reviewed Tri-North's insurance requirements and subcontract terms and conditions and Subcontractor agrees that it can meet all insurance requirements, and agrees to be bound by the subcontract terms and conditions. A sample of each is available upon request.

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