The Service Request entry screen is problematic in regards to security. We have pretty strict controls over who can set up new customers and in most cases, users who can set up jobs or work orders would not be able to set up new customers. Disallowing a user the ability to set up a new customer does NOT prevent them from setting one up in Service Request, though. We were told this is by design. It seems that they intentionally (by design) do not want a new customer entered through service request to hit workflow as it's specifically designed for the "call-taker" to take incoming calls quickly and efficiently. We don't disagree with that; however, we'd like the flexibility to prevent someone from doing so if they should not have the security to enter a new customer as well as to set up a new work order.
Tina McElrath
| Company | MDU CSG, Inc. |
| Job Title / Role | Training & Service Coordinator |
| I need it... | Yesterday...Come on already |
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.
© 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.