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Status Planned
Workspace PS Web App & Platform
Categories Companies & Contacts
Created by Ricci Stevens
Created on Jul 26, 2021

RELATED IDEAS

Company Quick Add - Required Fields

The Company & Contact Quick Add is an awesome feature unless you have made addtional fields required for creation such as Federal ID Number. If you have required additional fields you will get an error and not be able to create the new Company/Contact. This leads to extra time closing out of the module you were in and going to Portfolio/Project Settings adding the company/contact in and then coming back to the original record that started it all.

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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.

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