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To use the Search bar under the ERP Integrations tool to find vendors, jobs, commitments, and change orders.
Things to Consider
- Required User Permission:
- 'Read-only' level permission or higher on the company's ERP Integrations tool.
- Additional Information:
- The search tool respects any selected filter parameters and will only search for items within the filtered results.
- Search is only available for select subtabs.
- Navigate to the company's ERP Integrations tool.
- Click one of the subtabs where a 'Search for' box is available in the sidebar.
(Note: Search is not available for the Std. Cost Codes & Categories or Job Costs subtabs).
Viewpoint Vista ID, Name, Address, City, State, Zip, Phone Number.
Viewpoint Vista Job ID and Project Name (Note: Status is not a searchable field).
Project Name (Note: Total Estimate is not a searchable field).
Title, Number, Description, Associated Contract's Title & Number, and Project Name.
- Change Orders
Title, Number, and Description.
- Enter a word or phrase in the 'Search for' box.
- Click Search.
Note: To remove the search criteria, click Clear.