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Workspace PS Web App & Platform
Categories Security Roles
Created by Tonya Overstreet
Created on Aug 22, 2022

RELATED IDEAS

Limit the Add/Remove/Modify function of the Insurance Tab under Companies > Contacts

Users need the ability to add and modify a contact's insurance information without the ability to remove the insurance information. This would work the same as limiting the ability to remove a Contact under the records tab of the Security role, as seen in the attachment.

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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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