͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏ ͏
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[ Viewpoint Logo ] [[https://www.viewpoint.com/?utm_source=marketo&utm_medium=email&utm_campaign={{program.Name}}]]
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[ Image ] [[https://www.viewpoint.com/blog/why-its-critical-to-have-a-sound-cybersecurity-strategy?utm_source=marketo&utm_medium=email&utm_campaign={{program.Name}}&utm_source=network&utm_medium=network&utm_campaign=newl-mktg1a]]
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Why You Need a Good Cybersecurity Strategy
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October is Cybersecurity Awareness Month. This year marks 20 years of The National Cyber Security Alliance and the Department of Homeland Security coming together to inform and educate businesses and the public on this important topic. No industry is immune to cybersecurity threats, but those of us in the construction industry know certain factors can make us more vulnerable if we don’t understand the risks and vulnerabilities unique to us. As your technology and businesses evolve, there’s no getting around the fact that you are more reliant on software and physical tech than ever before. These technologies have grown to power your ability to work and communicate in the office or the field, and are now vital to your business continuity efforts. Because of this, securing your data that flows through these technologies has never been more important. Protecting yourself and your organization from cyber criminals can feel like an uphill battle – but it doesn’t have to be. Learn more here.
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Cybersecurity Strategy
Cybersecurity Strategy [[https://www.viewpoint.com/blog/why-its-critical-to-have-a-sound-cybersecurity-strategy?utm_source=marketo&utm_medium=email&utm_campaign={{program.Name}}&utm_source=network&utm_medium=network&utm_campaign=newl-mktg1a]]
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Vista Web Everything Everywhere All At Once
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[ Image ] [[https://wcc.on24.com/webcast/previewlobby?utm_source=marketo&utm_medium=email&utm_campaign={{program.Name}}&e=4326098&k=3FF25DD191720A92230B920212A78F11]]
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As the financial heart of your construction business, Vista is pretty powerful on its own.
But to get the most out of Vista, smart contractors extend it to other areas of their business with Vista Web tools specifically built for:
- Field Management: Time, equipment, materials and progress
- Service Management: Managing your service business
- HR/Recruiting: From recruiting and onboarding to expenses and W-2s
- Financial Controls: Managing purchasing and approvals
Vista Web: Specialty Tools Built Onto Vista Disconnected workflows for Vista, third-party apps and homebrewed spreadsheets put extra time and tasks on your team. Vista Web could be a game-changer if you’re ever frustrated by:
- Needing to double-enter data from other systems
- Manual synchronization of import/export files
- Still relying on spreadsheets
- Having parts of your business disconnected from Vista
Listen to our recorded webinar from October 4, 2023, to hear about new features and how these tools work with not only Vista, but with each other as well.
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Vista Web Tools
Vista Web Tools [[https://wcc.on24.com/webcast/previewlobby?utm_source=marketo&utm_medium=email&utm_campaign={{program.Name}}&e=4326098&k=3FF25DD191720A92230B920212A78F11]]
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Vista 2023 Year-End is Coming!
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[ Image ] [[https://www.viewpoint.com/vista-year-end?utm_source=marketo&utm_medium=email&utm_campaign={{program.Name}}&utm_source=network&utm_medium=network&utm_campaign=awre-mktg5a]]
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Did you know you can find a wealth of Vista 2023 Year-End resources all in one place?
To assist you with your Vista year-end needs, we've compiled a page of resources and assets to ensure your year-end preparation and processing go smoothly. You'll find guides, checklists, important articles, and more. You can also register for the upcoming year-end webinars or view the recording on-demand.
We will be updating this page frequently so be sure to add it to your bookmarks and visit it often!
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Vista 2023 Year-End Resources
Vista 2023 Year-End Resources [[https://www.viewpoint.com/vista-year-end?utm_source=marketo&utm_medium=email&utm_campaign={{program.Name}}&utm_source=network&utm_medium=network&utm_campaign=awre-mktg5a]]
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The Future of Vista: Office Tools 2023 R10 is here!
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[ Image ] [[https://viewpoint.wistia.com/medias/pmv887ayy9?utm_source=marketo&utm_medium=email&utm_campaign={{program.Name}}]]
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Office Tools R10 is here, and it's a big one! Take a minute to review the key Vista functionalities we've brought online with this release.
Exciting enhancements include:
- Export Grid View: For the first time ever, you can export a filtered grid view of forms! While viewing form data in grid view, you can filter and change the grid. When you click "Export to Excel", that current grid view will be exported as an Excel file - honoring any filters that have been set.
- Inquiries Now Supported: Now, you can run and export most Vista SQL Inquiries online, with over 100 inquiries available through Office Tools. No need to be back at your computer in the office! From the hamburger menu in Office Tools, select the new Inquiries option to view the list of inquiries available based on your security setup in Vista.
- Enhanced Lookups on User-Defined Forms: A magnifying glass icon button has been added to field boxes on user-defined forms. This button deploys a popup window, which lists and lets you choose from all the valid entries you can enter into that form field - just how it is in Vista.
- Improved Form Organization: Forms viewed in Office Tools are now organized by groupings, mirroring the same organizational structure you see in Vista
- New Forms: New read-only Vista forms were added in this Office Tools release.
Take a few minutes to review the demo from our Vista Office Tools product expert.
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Vista Office Tools Demo
Vista Office Tools Demo [[https://viewpoint.wistia.com/medias/pmv887ayy9?utm_source=marketo&utm_medium=email&utm_campaign={{program.Name}}]]
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The New I-9 Has Arrived in Viewpoint HR Management
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[ Image ] [[https://help.viewpoint.com/en/viewpoint-hr-management-for-vista/viewpoint-hr-management-for-vista/whats-new/whats-new-in-2023-r10?utm_source=marketo&utm_medium=email&utm_campaign={{program.Name}}&_gl=1*1o10fjq*_ga*MjA3NzU5MTI5My4xNjg1MDQzOTU4*_ga_L6941D1TF1*MTY5NzQ4Njk0Ni44NC4xLjE2OTc0ODcwNTEuNTkuMC4w#topic-1035__ConceptRef_2023R10_HRHighlights]]
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As you already know, the U.S. Government recently released a new I-9 form used for onboarding new employees. All employers must use it starting November 1, 2023.
If you use the Viewpoint HR Management for Vista, you will find the new I-9 form is included in the October 2023 release. You can also visit the U.S. Citizenship and Immigration Services website for details about changes made to the form.
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Get The Details
Get The Details [[https://help.viewpoint.com/en/viewpoint-hr-management-for-vista/viewpoint-hr-management-for-vista/whats-new/whats-new-in-2023-r10?utm_source=marketo&utm_medium=email&utm_campaign={{program.Name}}&_gl=1*1o10fjq*_ga*MjA3NzU5MTI5My4xNjg1MDQzOTU4*_ga_L6941D1TF1*MTY5NzQ4Njk0Ni44NC4xLjE2OTc0ODcwNTEuNTkuMC4w#topic-1035__ConceptRef_2023R10_HRHighlights]]
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Viewpoint Help: Access Vista Information In One Place
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[ Image ] [[https://help.viewpoint.com/?utm_source=marketo&utm_medium=email&utm_campaign={{program.Name}}&resource_id=vista_60030&_gl=1*f3xz53*_ga*MTgyMTcyMTMzOS4xNjkyODE5NjAz*_ga_L6941D1TF1*MTY5NzU4MzM1OC4xNDUuMS4xNjk3NTgzMzYwLjU4LjAuMA..]]
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In mid-September 2023, all Vista content became available in a single version of Help on Viewpoint Help.
This means that no matter what version of Vista you are on, when you access Help from the Vista application you will get the latest version of Vista content.
This change to Viewpoint Help has a number of benefits, all centered around ensuring that you have access to the most up-to-date Vista information.
Some benefits include:
- All users will see the most up-to-date Vista Help content and be aware of new features available in the latest versions of the software.
- One location to find all information on tax updates, cloud deployment options, integrations, etc.
- A single, canonical source for Vista content online, enabling search engines to display only the latest information.
- Eliminates the chances of finding outdated or irrelevant information.
For more information, please refer to this article on Viewpoint Help.
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Visit Viewpoint Help
Visit Viewpoint Help [[https://help.viewpoint.com/?utm_source=marketo&utm_medium=email&utm_campaign={{program.Name}}&resource_id=vista_60030&_gl=1*f3xz53*_ga*MTgyMTcyMTMzOS4xNjkyODE5NjAz*_ga_L6941D1TF1*MTY5NzU4MzM1OC4xNDUuMS4xNjk3NTgzMzYwLjU4LjAuMA..]]
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Get the Latest from Viewpoint Academy
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[ Image ] [[https://academy.viewpoint.com/?utm_source=marketo&utm_medium=email&utm_campaign={{program.Name}}]]
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In Viewpoint Academy you will find quick tips to improve your workflows, learning plans that guide you through role-based training programs, live instructor-led courses, and certification programs designed to make you the expert your company needs.
Take a minute to check out what's new:
- New! Vista Subcontract Ledger
Anyone reconciling financial statements and accounts knows that a comprehensive understanding of the Subcontract Ledger (SL) module is crucial when managing subcontracting activities. After all, change orders are a regular part of construction projects, and proper management is pivotal to project success. New training is now available in the Viewpoint Academy to help customers pave the way.
- New! Navigating Vista
By undergoing training on Vista navigation, users will gain the confidence and proficiency to explore and utilize the features and functions of various Vista applications. They will learn to navigate efficiently, locate desired options, and optimize their workflow. This training enhances productivity, reduces the learning curve, and enables them to make the most of Vista's capabilities, ultimately leading to improved performance and results.
- Updated! Trimble Construction One Analytics
This course presents the new functionality of Trimble Construction One Analytics, formerly known as Viewpoint Analytics, a utility that allows incredible insight into your financial data and business operations. After completing the Trimble Construction One Analytics course, you will have direct access to Vista Reports without opening your ERP as well as access to multiple Analytics Dashboards and SSRS/Paginated Reports that display key performance indicators with interactive features and drill-down capability.
- New! 2024 Instructor-Led Training Schedule
Check out our 2024 Live, Virtual, and Instructor-Led Training schedules to find the training you need to become your company’s Vista expert!
If you have questions or need assistance, contact us here.
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Visit the Academy
Visit the Academy [[https://academy.viewpoint.com/?utm_source=marketo&utm_medium=email&utm_campaign={{program.Name}}]]
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Conquer Open Enrollment with Vista HR Carrier EDI
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[ Image ] [[https://vimeo.com/863242766?utm_source=marketo&utm_medium=email&utm_campaign={{program.Name}}]]
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Q4 is nearly upon us which means open enrollment is likely just around the corner for your organization.
As you know, this time of year can be incredibly hectic, especially if your team is forced to waste time manually process your employees' benefit elections with your carriers.
Thanks to our new Integrations Team, we’ve completely eliminated the manual process of notifying your benefit carriers. This means:
- No more exporting approved benefit elections from Vista HR Management
- No more working in Excel Spreadsheets to format the data into the right templates.
- No more emails with benefits carriers to confirm these plan changes and elections are confirmed.
Simply approve your employees’ benefits elections in Vista HR Management, and let the integration take it from there.
Want to see it in action? Take a look at our demo video and if you would like to learn more, click the 'Benefits Enrollment' button or link below to get started.
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Get the Demo
Get the Demo [[https://vimeo.com/863242766?utm_source=marketo&utm_medium=email&utm_campaign={{program.Name}}]]
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Your Guide to Trimble Viewpoint Customer Success Resources
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[ Image ] [[https://info.viewpoint.com/Customer-Success-Resources.html?utm_source=marketo&utm_medium=email&utm_campaign={{program.Name}}]]
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Did you know that every Trimble Viewpoint customer has access to four programs designed to help you be successful and get the most out of your Trimble Viewpoint solutions?
Take a few minutes to explore Viewpoint Academy, The Network, Viewpoint Customer Portal, and Viewpoint Help, and learn how each of these programs can help you learn, connect with other Vista users, and take advantage of your Trimble Viewpoint solutions to the fullest.
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Get Your Guide
Get Your Guide [[https://info.viewpoint.com/Customer-Success-Resources.html?utm_source=marketo&utm_medium=email&utm_campaign={{program.Name}}]]
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Leave a Review for a $25 Gift Card!
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[ Image ] [[https://groove.grvlnk2.com/url/4r11i0ofzbtdruvl37b90f/aHR0cDovL3RydXN0cmFkaS51cy92aXN0YS1ieS12aWV3cG9pbnQtdmlzdGEtZW1haWwtc3VtbWVyLTIwMjMjZ3Jvb3Zlc3VtOjE2MDQ1NDAwNTY%3D?utm_source=marketo&utm_medium=email&utm_campaign={{program.Name}}]]
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We want to hear from you! We would greatly appreciate it if you took a moment to share your experience with Vista on TrustRadius. In return, we will send you a $25 gift card as a token of our thanks. Click on the "Leave a Review" button below to get started!
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Leave a Review!
Leave a Review! [[https://groove.grvlnk2.com/url/4r11i0ofzbtdruvl37b90f/aHR0cDovL3RydXN0cmFkaS51cy92aXN0YS1ieS12aWV3cG9pbnQtdmlzdGEtZW1haWwtc3VtbWVyLTIwMjMjZ3Jvb3Zlc3VtOjE2MDQ1NDAwNTY%3D?utm_source=marketo&utm_medium=email&utm_campaign={{program.Name}}]]
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