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Comprehensive Company and Contact Management with Powerful, Customizable, and Efficient Capabilities that Elevate Compliance, Control, and Collaboration Across Your Organization

Vista-Suite Enterprise offers company and contact management designed for efficiency. It's real-time integrated dashboards and unlimited user-defined fields empower your business to analyze data effortlessly and make informed decisions quickly. Advanced search grids, audit logs, and export compliance screening keep your operations streamlined and secure. Features like clause creation, custom warnings, robust file management, and seamless salesperson assignments eliminate manual errors and save time. With straightforward company and contact management and dynamic reporting, Vista-Suite Enterprise offers an unparalleled experience in managing relationships and optimizing workflows.

Many systems on the market have integrated dashboards. But those systems require you to access a completely different software section or sometimes use a third-party tool altogether. Vista-Suite Enterprise gives you an integrated dashboard viewer smartly positioned with your other historical data. You can create endless dashboards to help you analyze company-specific data, making your real-time decisions easier and more informed.

A powerful feature available throughout Vista-Suite Enterprise is the capability of unique user-defined fields. You can create as many user-defined fields as you need to track data elements, from notes to selection lists, currency, numbers, or even dates. Presented in a spreadsheet-like fashion promotes fast data entry, and the fields can be pulled into reports for powerful data analytics. Colored tabs quickly identify UDF values being filled in partially, entirely, or not at all.

Most software is clunky and restrictive when it comes to finding data. Vista-Suite Enterprise uses powerful browse grids that let you search and sort by nearly any column on the browse. With options like contains, starts with, ends with, equals or greater than, less than, and more, you can refine your search results quickly and easily. No more "F for Find" or "S for Search". It's all right there in the grids!

Audit logs are a necessity for Aviation Software. However, unlike most systems on the market, Vista-Suite Enterprise takes the audit logs a step further. We provide a primary log that shows the date, time, and user that modified the records, but that's not all; we also show you a secondary audit log that tracks other activities like adding a note or applying an alternate part. Other software vendors often overlook these "secondary" activities, but not us. That is what makes Vista-Suite Enterprise the preferred aviation software platform.

Standard statements such as terms and conditions, wire instructions, etc, are common. With Vista-Suite Enterprise, you can create clauses and define which transactions they apply to. This eliminates repetitive typing or copying and pasting of standard blocks of text.

As part of the quality control features within Vista-Suite Enterprise, you can create custom messages that appear when a user interacts with a company record. They can be selected to show only on specific transaction types so that you can customize different messages for different types of transactions. But we go a step further. To ensure mistakes aren't made, you can even block a company from having certain transactions created if you choose. And, to make sure users don't blow by your important messages, a user must acknowledge each message before continuing.

Vista-Suite Enterprise has the most powerful file management system on the market. You can attach critical information against your company records, such as contracts, signed agreements, or other essential business documents. The file management system lets you specify expiration dates or lock a file so only an administrator can delete it. The best part of the Vista-Suite Enterprise file management system is these records are made available to you for easy access in places like transactions. Furthermore, we centralize this data in a master file library so you can search your file attachments system-wide.

Vista-Suite Enterprise's powerful browse grids offer quick visibility to child records. For example, when you search for companies, you don't even have to open the part record to view its contacts list. Just click the sub-browse and have full access to all the contacts on the spot.

We put everyday actions right on the browse grids for quick access. Reducing one or two clicks can add up over the year and cost you money, so understanding how our users operate in their jobs daily is critical to providing efficient software. Letting you perform everyday actions without opening the records reduces clicks, saves you time, and, most importantly, saves you money.

Vista-Suite Enterprise allows you to transfer historical records from one company to another. Often, duplicate records can be created, and this tool helps you manage those situations. Unlike other systems, the history transfer tool lets you select what groups of transactions you want to transfer from one company to another.

Data is everything, so we built tools to help you access that data. You may have different divisions or a sister company and want to see their data inside your Vista-Suite Enterprise screens. You may have your own collection of data for reference when making business decisions, and you want that visible on your screens. Vista-Suite Enterprise can connect to ODBC-compliant data sources to pull that data into your part master, company screens, or even a data research center. We recognize that not all data can or should be stored in your ERP / MRO software. It's just a fact of life. Now, you have options to make that data accessible to your users!

Managing salesperson and agent assignments can be as challenging as managing the account records. If you are looking for a way to assign groups of companies to be managed by specific sales staff, or external sales agents, Vista-Suite Enterprise has the solution. We allow you to not only assign these staff members but you can even automatically add them to transactions to track their sales and commissions. Ask your sales representative about the powerful salesperson and agent management tools to learn more.

Vista-Suite Enterprise's proprietary pinned notes system lets you "database" your notes and assign your own pin categories to them. This note system is so powerful that it automatically records when and who entered the note and gives you keyword search and file attachment capabilities to a specific note. It is the most powerful, comprehensive note management in aviation software today.

Managing your export compliance program is important. Regulations require that you perform due diligence on companies you are doing business with. With the convenient integration to Descartes eCustoms Denied Party Screening, you can check dozens of databases with a click. But it goes beyond that. We store those screening results and the date and time the screening occurred and let you report on that data. This is crucial for audits and re-screening efforts.

As part of a good export compliance program, you need to be able to alert your users to special circumstances or conditions when making a sale to particular companies. You can set special alerts separate from the standard company warnings to ensure users see your messages. When you screen a company, you can record notes that support your decisions to clear, hold, or restrict companies. This, too, can be reported for audit support.

Your quality programs are important, as is the management of the customer and vendor accounts by your finance teams. That is why we give you the ability to track if a record is a customer or a vendor (or both) and if that account is approved for transactions. Still, we take it a step further. With system settings, you can block unapproved companies from being used on transactions or show only those approved records when creating the transactions. This lets you manage your accounts the way you want to.

With company records, you can define default customer and vendor terms, tax codes, tax ID, and EOR numbers. You can even set a default currency code to be used on transactions.

In today's world, companies can have multiple locations, facilities, and billing addresses or use freight forwarders in their business. It would be best if you had a way to track all of that, and with Vista-Suite Enterprise, you can do that. Not only can you record as many addresses as you wish, but you can also flag the default for billing and shipping and identify the type of address entered, making it easier to know which one to use for different circumstances.

Track the people associated with your customers and vendors with the contacts functionality. Each contact has the standard data elements available, such as title, role, country, and a remarks field. With a separate view for searching contacts, you can find any contact system-wide wide, and it's easy to add new ones with a convenient inline add feature.

Have you ever had just the name, email, or phone number of a business contact and tried to find their associated company? Vista-Suite Enterprise lets you manage and research contacts independently from the company, offering eleven different sort and filter options.

Categorizing and reporting on customers and vendors is important. Often, people want to be able to find end users or companies in a specific geo region or country. Too frequently, systems bury this in the addresses. Vista-Suite Enterprise lets you track these data elements completely separate from the addresses so you can use them in research, reporting, or dashboards.

Company lists, export compliance, sales activity, and other reports and dashboards are available right out of the box. You can build your own reports or dashboards with the embedded tools to get the data you need.

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Security

Comprehensive Company and Contact Management with Powerful, Customizable, and Efficient Capabilities that Elevate Compliance, Control, and Collaboration Across Your Organization

Integrated dashboards for real-time analysis, aiding the transaction level real-time decision-making process

Unlimited user-defined fields available on company records to track additional information

Search and sort embedded into all company and contact grids for powerful ad-hoc searches

Integrated audit logs for primary and secondary activities

Create clauses for specific companies to appear in your transactions

Create Blocks or Warnings for specific companies

Powerful file management system allows for file attachments against company records

Embedded sub browses on the company browse to easily view contacts without opening the company record

Action menus are available on the browses for access to quick actions like printing, editing, transfer, and more

Historical transaction transfer functionality

Access external data sources from your local network

Assign salespeople or Agents to specific part numbers

Pinned note system to record and report on categorized notes

Action menus are available on the browses for access to quick actions like printing, editing, transfer, and more

Export Compliance Denied Party Screening with eCustoms Integration

Export Compliance alerts and logs

Approved Customer and Vendor Functionality

Default Payment Terms, Sales Tax Codes, and other business-related details

Unlimited Addresses

Unlimited Contacts

Search Company contacts independently

Track Company Business Type, Country and Region Seperatly

Factory Reports and Dashboards To Manage Company Accounts

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