This one is marked as shipped but it is not completed. https://team.ideas.aha.io/ideas/MVPM-I-259 It still allows you to create a contact that then creates a duplicate firm in Vista. We need the actual option to disable the + in TEAM. We have the Limit Firms option enabled and have tested it and it does NOT stop duplicate firms from being created in VISTA when adding a contact via TEAM. Since we don't have the option to delete them once that is done we NEED to be able to control this somehow so there are not dozens of duplicates.
Rini White
| Company | Westland Construction |
| Job Title / Role | Training/Project Admin Assistant |
| I need it... | Yesterday...Come on already |
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yes!
We NEED this ASAP! We are experiencing the nightmare that comes with creating contacts in Team that push back as NEW firms in Vista.
Has there been any progress on implementing this suggestion? This is a big problem for us as it causes additional work cleaning up these duplicated firms from Vista>PM Firms Module.
This appears to have been originally opened in 2019. The conversation hasn't had any hits on it until this year. Is this something that Viewpoint has attempted to fix and has not reported on, or is it still in the works? This is causing up concern because it puts the onus on creating contacts in the wrong place. Team is supposed to allow the people in the field to be able to manage projects. This is another task that is getting pushed back into the office where our staff is already overworked. One of the great selling points of Viewpoint is that it can spread the work out and ease the workload of the office staff and put it in the field, where it is more closely aligned with the tasks at hand. We would be willing to walk through our process to show where we are running into issues if it would help make this happen.
Our company found this out the hard way. This has caused a HUGE nightmare on the vista side. Please make it so Team does not push back contacts in Vista!
Our company has only recently (this month) discovered the havoc that is caused by creating contacts in Team. For a year we have been using the contacts tool in Team instead of through Vista since there is little to no training documentation explaining the process. It took multiple calls and IT tickets with Team Support to figure out what our issue was. We are still working on trying to figure out the best way to resolve our mess and how we can move forward correctly.
If the contacts function in Team was removed or limited so that accidental mistakes like ours don't happen, that would be helpful. Either that, or make it so that contacts don't push back from Team to Vista. When the contacts sync back like they do currently, we are now requiring that only Office Managers or IT add contacts to our projects every time our field crew/PMs/contractors/etc add someone to the project, which is a lot to ask since we have hundreds of active projects as any given time.
Thanks @sam -- To help define the issue - would you mind following up with an email to me (aaron.jost@viewpoint.com) where you expand on the details -- Ideallly, an example contact and Firm that is duplicated (ie walk through your workflow and the results) that would be great! Thanks.
We have been testing the answer we received that a firm cannot be added from Team that is not part of the ERP. This is broken. It is true that it only allows us to choose from existing firms in Team. However, if a contact is added in Team to an existing firm in the ERP, it will create a duplicate firm still.
We are working in this space now to identify any remaining areas where "duplicates" are showing up in Vista. The biggest area we know of is when duplicates show up in Vista after running Team stand alone for a period of time and then "hooking up with Vista". If there is any discrepancy between the two, duplicates are added.
We're working towards a reconciliation of contacts to prevent this. If there continue to be use cases that are causing duplicates - please post here.