Welcome to the ProjectSight Idea Portal

Your feedback is an essential part of how we continually improve ProjectSight. You can use this page to submit new ideas, or vote on ideas from other users.

This portal is for suggesting enhancements only. If you are experiencing a product defect, please contact support.

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Companies & Contacts

    Showing 79 of 2575

    Sync Companies Automatically

    In ProjectSight we have to go pull the companies manually from Spectrum. This should be something that runs with the integration automatically
    Rusty Welch about 1 month ago in PS Web App & Platform / Companies & Contacts 0

    Adding Team Members - Default Company

    Our project teams are able to add/invite members to their jobs. When they invite members the default company is set to our company. If our team members forget to change the company name, it cause issues and we then have to fix. It would be nice to...
    Melissa Moore 10 months ago in PS Web App & Platform / Companies & Contacts 0

    Main Contact Auto Selection

    Currently, you have 1 main contact associated with each company. Therefore when filling out a company field on a purchase order, transmittal, contract, and/or other module records it selects the main contact automatically. This makes it an extra s...
    Henrick Malpica over 2 years ago in PS Web App & Platform / Companies & Contacts 3

    Merge Companies

    Ability to Merge Duplicate Companies that have been entered by different users.
    Ricci Stevens about 6 years ago in PS Web App & Platform / Companies & Contacts 1 Future consideration

    Project Team Members on Main Menu

    Currently you have to go to a completely different screen via settings tool bar which can be tedious for the field to access. Why can't the team members be listed under the main menu for quick access!
    Kim Givens 8 months ago in PS Web App & Platform / Companies & Contacts 1

    Have the ability to assign a user to multiple contacts with same email

    There is a need particularly in Florida for Users to link to multiple contacts under different companies all with the same email address. This is to meet the need of Owners and other companies that want a different identity per Building or project...
    William Atchison 7 months ago in PS Web App & Platform / Companies & Contacts 0

    Contact Entry - "Crew" Default Value

    When entering new contacts, they are assigned a default selection of "N/A" under the "Crew" column. This automatically adds them to the list of workers that show up in the Labor tab. ProjectSight should make it so that this "Crew" default value ca...
    Scott Rappold over 2 years ago in PS Web App & Platform / Companies & Contacts 0

    Project-Specific Crew Setup

    When adding Crews to ProjectSight, give the user the ability to assign the Crew to a project (similar to Contacts). In the Daily Reports module, only show Crews that are assigned to the project.
    David Olivet about 5 years ago in PS Web App & Platform / Companies & Contacts 2

    Users should be able to edit their Title, Phone Number, etc..

    Right now a Portfolio Admin has to update individual users information, it would be great if users could maintain their own information.
    Benjamin Crosby over 4 years ago in PS Web App & Platform / Companies & Contacts 0

    Insurance Tracking for a Project

    It is important to track insurance for a Company by Project, and be able to run a report that shows all companies for a project that have an insurance certificate and be able to track when that insurance expires. This portion is similar to PSW-I-8...
    Julie Adler over 4 years ago in PS Web App & Platform / Companies & Contacts 0

    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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