Submit your Suggestions for Spectrum

Customer Code Merge

We would like to have the functionality to be able to merge 2 Customers into 1 Customer new one or to merge 1 existing customer into another existing customer code.  This has popped up multiple times in our company as we refine what we are doing.  This function I believe is also available as a Vendor Utility and as a G/L utility.

  • Guest
  • Apr 23 2018
  • Attach files
  • Bridget Richey commented
    September 28, 2022 18:13

    This is must have function. Especially when multiple divisions create duplicate accounts. This way customer history will not be lost.

  • Ram Vela commented
    July 08, 2021 02:54

    This would be a great function if it could be done. We have a number of customers that need to be combined and are instances where we did not leverage a Bill-To Code for a single customer.

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.