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Workspace PS Web App & Platform
Categories Companies & Contacts
Created by Mercedes Green
Created on Jul 10, 2023

RELATED IDEAS

Please Add more Fields to the ERP Vista AP and AR Customer integrations

  1. Each Customer and Vendor added into ProjectSight from Vista are left with a blank company type. Would be a very simply modification to tag each AP Vendor as Vendor Type and AR Customer as Customer type. As of now, I have to export all the blanks, adjust in Excel, then update. It's a weekly fix we have to do manually.

  2. Each Vendor and Customer has a telephone, fax and email. Since the integration is already pulling the Payment Address, please also add the telephone and fax and email. This is needed on purchase orders.

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  • Guest
    Aug 15, 2023

    seems good to me

    Reply

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