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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.

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Companies & Contacts

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KEY CONTACTS MORE FIELDS

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Jack Bowen about 2 months ago in PS Web App & Platform / Companies & Contacts 0

Copy email addresses

As currently designed, it is not possible to highlight and copy, or right click and copy, email addresses from ProjectSight to paste into web email apps or other documents. The link copied when using a right click is not a conformed email address....
Jeremy Sibert 5 months ago in PS Web App & Platform / Companies & Contacts 0

Contact export for Outlook (or other systems)

Please add all contact fields to the grid view so that a complete export view can be created to match common imports to systems such as Outlook. Currently not all fields are available AND the contact name and address are exported as single field r...
Jeremy Sibert 5 months ago in PS Web App & Platform / Companies & Contacts 0

Allow Blank Filter Values for Import Modules to Update Missing Fields on just those records

A lot of the time we are using the Import/Export to update existing records. If many records are missing a value (Type of Company on the Companies form) the only way to update just these companies is to export everything, adding a lot of unneeded ...
Mercedes Green 7 months ago in PS Web App & Platform / Companies & Contacts 0

For Contracts Show Quantity and UOM on Detailed Scope Report and Change Orders tab

On the contract detailed scope of work report the quantity and UOM fields are shown in the section 'Schedule of Values' for the original amounts. But in the change orders it only shows the dollar amount. Can you add Qty and UOM to the change order...
Bob Williams 9 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 9 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 9 months ago in PS Web App & Platform / Companies & Contacts 2

Subcontractor Compliance

We would like a way to track sub compliance and lien waivers within a project on ProjectSight.
Aaron Deister 9 months ago in PS Web App & Platform / Companies & Contacts 0

Please Add more Fields to the ERP Vista AP and AR Customer integrations

Each Customer and Vendor added into ProjectSight from Vista are left with a blank company type. Would be a very simply modification to tag each AP Vendor as Vendor Type and AR Customer as Customer type. As of now, I have to export all the blanks, ...
Mercedes Green 10 months ago in PS Web App & Platform / Companies & Contacts 1

Please Add Tax Field to Companies and Pull From Company on Commitments and Invoices

Taxes for Vendors are determined by accounting (in our case they are setup in Vista). These taxes need to pull from Vista into ProjectSight for those with the ERP Integration so a new field needs to be added to the Company form in ProjectSight. On...
Mercedes Green 10 months 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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