Update: This Suggestion Box has been migrated to The Network, Trimble's online user community and is now read-only. Please click the link to add a new idea, vote, or comment.
Add a new idea Subscribe
Workspace PS Web App & Platform
Categories Import/Export
Created by Hunter Dickerson
Created on Sep 1, 2021

RELATED IDEAS

Ability to select non-project contacts in import templates

Currently in import templates such as the Purchase Orders, users can select From Company and To Company from the full list of non-project companies but you cannot select the To or From Contact from the full list of non-project contacts associated to that company. This causes confusion since you are able to make this selection within the form inside Projectsight. If there is a contact lookup field in a import template, you should be able to select from the full list of project and non-project contacts associated to the From or To Company that you choose.

  • Attach files

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

© 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.