Customers, Vendors, and a few handy extras - September 2026
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about 23 hours ago
by Dina Petrova
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Dina PetrovaAdmin
Customers, Vendors, and a few handy extras
Hello,
We’re continuing our series of updates on CIM and VIM. This round is mainly about Customers and Vendors — plus a few small, useful fixes elsewhere.
All of this is already live in the Fieldclix web portal.
New Customers and Vendors dashboards (web)
Two new web dashboards give you a straight path into the company libraries:
CIM → Customers —Companies you bill (used in Build Plans, Sales Orders, CIM invoices)
VIM → Vendors —Companies you buy from (used in VIM invoices, POs, materials, COD, inventory)
Why use them: one place to browse the full library, search and filter, save views, export, create (ADD CUSTOMER / ADD VENDOR), and open any record without hunting through related documents first.
Web cards: from the dashboard (or from a Build Plan, invoice, PO, and so on) you open a Customer or Vendor card in the portal — view details, edit when you have rights, and save. Make everyday library work easy.
Who opens the library dashboards:Accountant and Bookkeeper or Project Library Manager. Others can still open a Customer or Vendor card from a related record they already can access (e.g. a Build Plan).
P&L Summary charts
On P&L Statement → Summary (dashboard or Build Plan P&L tab):
If the statement has Service Item rows, a bar chart compares revenue and expenses by Service Item
Same numbers as the table — easier to scan at a glance.
Other small updates
VIM PO templates — Project is optional. Use shared templates (no Project) or templates for your Project.
Header buttons in FCX Web Portal — Knowledge Base opens support articles; Ask AI opens a chat with Felix (our AI agent).
VIM email capture — smarter vendor matching (name, domain, invoice cues). If it’s unclear, Vendor may stay empty for you to confirm in Review.
Time Card Review — leaner action dialog: fewer clicks to approve cards or reassign a reviewer.
Questions? Reach your Fieldclix admin or write us — we’re happy to help.
Customers, Vendors, and a few handy extras
We’re continuing our series of updates on CIM and VIM. This round is mainly about Customers and Vendors — plus a few small, useful fixes elsewhere.
All of this is already live in the Fieldclix web portal.
New Customers and Vendors dashboards (web)
CIM → Customers — Companies you bill (used in Build Plans, Sales Orders, CIM invoices)
VIM → Vendors — Companies you buy from (used in VIM invoices, POs, materials, COD, inventory)
Why use them: one place to browse the full library, search and filter, save views, export, create (ADD CUSTOMER / ADD VENDOR), and open any record without hunting through related documents first.
Web cards: from the dashboard (or from a Build Plan, invoice, PO, and so on) you open a Customer or Vendor card in the portal — view details, edit when you have rights, and save. Make everyday library work easy.
Who opens the library dashboards: Accountant and Bookkeeper or Project Library Manager. Others can still open a Customer or Vendor card from a related record they already can access (e.g. a Build Plan).
P&L Summary charts
If the statement has Service Item rows, a bar chart compares revenue and expenses by Service Item
Same numbers as the table — easier to scan at a glance.
Other small updates
Header buttons in FCX Web Portal — Knowledge Base opens support articles; Ask AI opens a chat with Felix (our AI agent).
VIM email capture — smarter vendor matching (name, domain, invoice cues). If it’s unclear, Vendor may stay empty for you to confirm in Review.
Time Card Review — leaner action dialog: fewer clicks to approve cards or reassign a reviewer.
Questions? Reach your Fieldclix admin or write us — we’re happy to help.
❤
Take care,
The Fieldсlix Team
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