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Adding notes to a specific SM Invoice that is not viewable to the customer and viewable/shared for other employees.

In SM Invoice when you drill down on a specific invoice and the SM Invoice Review page opens up - it would be helpful to have a notes option on this page that is not viewable to the customer and viewable/shared for other employees. This could be helpful with inner company communication when it comes to invoice status.

  • Guest
  • May 16 2023
Company Budrovich Contracting
Job Title / Role Operations Administration
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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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