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 58

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

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

KEY CONTACTS MORE FIELDS

No description provided
Jack Bowen about 2 months ago in PS Web App & Platform / Companies & Contacts 0

Merge Companies

Ability to Merge Duplicate Companies that have been entered by different users.
Ricci Stevens over 4 years ago in PS Web App & Platform / Companies & Contacts 1 Future consideration

Company Contract History Should Auto Populate

It is important to be able to track all contracts connected to a specific subcontractor/company. Currently, this has to be added manually under Contract History in the Companies module. It would be very helpful if the Companies Contract History au...
Kenani over 1 year 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

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 2 years 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

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 about 3 years ago in PS Web App & Platform / Companies & Contacts 0

Contact / User Identifier

It would be extremely helpful to have an indicator next to Project Contacts' names showing if they are an actual user or just a contact on the project. A simple (C) or (U) after the name would accomplish this.
Ricci Stevens about 2 years ago in PS Web App & Platform / Companies & Contacts 2

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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