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Helping You Get the Most Out of Your Viewpoint Technology
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Whether it's role-based training and certifications in Viewpoint Academy, product release information in the Customer Portal or lively discussions in our community of users in the Viewpoint Network, we are here to help you get the most out of your Viewpoint Technology.
In this edition of the Customer Success Bulletin, you’ll learn how Collaborate 2021 is changing to bring you more actionable product training and valuable industry insights. You’ll also find articles on what you need to be doing to start planning for year-end (yes, it’s already that time), new resources in our Cybersecurity Toolkit, and much more. |
| Collaborate 2021 Registration is Open |
We’re excited to announce that Collaborate, the Viewpoint User Conference, is back better than ever and it’s virtual!
Building off the success of last year’s event, the Collaborate 2021 online experience offers more actionable product training, best practices, and valuable industry insights that you and your team can start using right away.
Join us Sept 14-16 to expand your product knowledge, connect with other Viewpoint users, and get the insight you need to run a better business, manage through change and get more from your Viewpoint technology.
Register today for our free virtual event and be sure to share this great news with your colleagues, industry peers and friends. Everyone is welcome. |
Cybersecurity in Construction Toolkit |
As we all know from recent news, the impact of a cybersecurity breach on your business, including cost and reputation loss, could be massive.
JB Knowledge’s 2020 construction technology report revealed that 13% of contractors reported a data breach. At the industry level, this is due to lean IT security spend, lack of protocols, unprotected on-premise data hosting, and a shift to remote work.
Take charge and prevent cybercrime and data breaches from occurring at your organization with this collection of cybersecurity resources. |
| Vista Technology Huddle Highlights |
If you missed our information-packed session with Vista product managers on July 13th, we’ve got you covered!
During this webinar, experts shared valuable new functionality that was delivered in Vista 2021 R1 in Accounting, Service, Operations, Reporting, and the platform. They also gave attendees a sneak peek of some of the new items that are on the roadmap for the product team.
You can check out the recording here and continue the conversation in the Viewpoint Network here.
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| Now Available! Vista Field Service Offline Capable App |
Vista Field Service is now available as an offline capable app. It's simple and easy to connect your Vista work orders to your techs in the field without access to Wi-Fi or data. All users of Vista Field Service can start working while offline today!
Learn how to get started by watching the demo or reading the Viewpoint Help site article!
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Viewpoint Help:
Top 5 Reasons to Check it Out |
Viewpoint Help has recently made some updates that Vista users will want to check out! The help website is designed to give you access to comprehensive product documentation from a single location. Here are just five reasons you should check it out today:
- Access: You can easily access Help for multiple Viewpoint products, including Viewpoint HR Management for Vista, Viewpoint Financial Controls, Viewpoint Field Management, and Vista Field Service.
- Search: You can search across Help for multiple Viewpoint products and filter your search by product or other categories. For example, you could filter to show only Help pages with videos.
- Create a PDF: You can generate a PDF of an individual Help page or an entire section of the Help.
- Share: You can quickly share a Help page via email or social media.
- Go Mobile: You can use Viewpoint Help from a tablet or mobile device.
Take a few minutes to visit Viewpoint Help and let us know what you think by clicking the “Send us your feedback” link in the header of the homepage. |
| Start Planning for Year-End Updates Now |
It’s not too early to plan for year-end now. Vista requires that you upgrade to one of the two latest versions to be prepared for year-end reporting.
You will need to be on version 2021 R1 or 2021 R2 (released later this year) for year-end. These versions require Windows Server 2012 (or later) and SQL Server 2016 (or later), so if you are currently on an older version of Windows or SQL, you will need to upgrade either or both of those before year-end. Unfortunately, Viewpoint does not have a service to upgrade Windows or SQL as both are Microsoft products. However, we can help migrate Vista to a new server with newer versions of Windows and SQL.
If you need Viewpoint help with your update or migration to a current version we are here for you. Start scheduling now because available slots fill up quickly. To sign up for a time slot for Viewpoint assistance on upgrades (if your system meets our current requirements) or to migrate your ERP to a new server, take two minutes to watch this explainer video. |
| Viewpoint Academy Spotlight |
| Did you know that all of the Viewpoint users at your company have access to free, role-based learning plans in Viewpoint Academy? Training your new employees on Viewpoint solutions has never been easier! |
The Viewpoint Academy offers guided role-based learning specific to your position. These training programs are designed to make you the expert your company needs. From the homescreen, simply click on Learning Plans and then select your role.
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| Introduction to Construction Accounting |
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| Does anyone in your office need an introduction to Construction Accounting? Have them register for this free, eLearning class in Viewpoint Academy. In just two hours you’ll cover these accounting concepts: Job Costing, Committed Costs, WIP Schedules, Progress Billing, and more. |
Viewpoint Academy has a separate login from the Customer Portal and the Viewpoint Network. Your email address is your username. If you did not receive a welcome email with a password, click the “forgot password” link on the Academy sign-in screen. You will receive an email with instructions to set your password.
Interested in instructor-led classes? Use discount code VPSuccess50 for $50 off any of our live, virtual, instructor-led classes! |
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