We are having issues with OUR contacts that we setup in Vista under PM Firms/PM Firm Contacts because of other Viewpoint Team customers having already setup that same contact. If another Team customer setup the same contact, we are at the Mercy that they have entered their First Name, Last Name and company name correctly. If they have not, WE cannot fix it.
I've been told by support that this is be design and to create a suggestion to change this. If we lookup a company name under the Edit Contact, it's actually listed 3 times because other customers have entered the company name 3 different ways and each time I try and fix it, it reverts back.
Since we setup ALL of our Team contacts in Vista:
1. We do not want to share our contacts with any other Team customer for reasons I should not have to explain (competition, date security, and the fact that we've not given Viewpoint the permission to do so).
2. We want to control our contact lists with Vista. If a name or company name changes, WE will change it. We cannot wait for the person that originally setup the contact to fix it.
Mercedes Green
| Company | SKYGRiD Construction Inc. |
| Job Title / Role | Technology Strategist |
| I need it... | Yesterday...Come on already |
1
Planning to implement
0
Planning to implement
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This would be a huge help! Please implement ASAP
Absolutely! We need to be able to manage our user lists!
We will be scoping contacts to enterprises. More info as the design solidifies - but expect movement on this in the short term.
It's when you use the same contact as others that has the same email address...
WE DID NOT SEE THIS. SKYGRID DID NOT COME UP IN OUR LIST