(This a specific request rather than the other general requests for more fields in Views.) Quite often I need to view and then export invoices related to specific projects. Unfortunately, neither the View Customer Document Log nor the View Customer Transactions does not have that field available. In View Customer Transactions one can filter for a project before the records are retrieved but this is not optimal since one still cannot sort or group on the project and if there are two or more projects' data retrieved it's a bit mixed up.
Company | Whitson Inc. |
Job Title / Role | CFO/Data Manager |
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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