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 5

Track User Logins and Record Activity

We would like to be able to see detailed information on any user's login/record viewing activity across our portfolio. For example, we want to be able to tracking the following items: * Has an invited user completed their account setup?* When was ...
Brendan Radich almost 5 years ago in PS Web App & Platform / Companies & Contacts 0 Shipped

Request User Information Update

Since even admins can't currently control the contact information for ProjectSight users, I propose that you add a feature for us to be able to send a request to selected users to have them update their information. The user would receive an email...
Brendan Radich almost 5 years ago in PS Web App & Platform / Companies & Contacts 1 Shipped

Allow for portfolio admins to edit/add contact information

Enhancement description: Allow for portfolio admins to edit/add contact information What is the customer trying to accomplish? Trying to add updated contact information for users that have already been invited and signed up How is the lack of func...
Guest about 5 years ago in PS Web App & Platform / Companies & Contacts 0 Shipped

When a user has access removed to a project the contact still remains linked to the project

It would be handy to have the removal of access to a project also automatically remove the corresponding project link for the contact. This seems to come up for clients (3 this week) confused on how a user with no access is still receiving notific...
William Atchison over 1 year ago in PS Web App & Platform / Companies & Contacts 2 Shipped

Company/Contact Filtering

It would be useful to be able to select the maximize option to filter by companies/contacts. Currently, when you assign or cc someone to a record there is the ability to maximize and view all portfolio contacts and companies. When filtering a modu...
Henrick Malpica 10 months ago in PS Web App & Platform / Companies & Contacts 1 Shipped

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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