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

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Attaching files to company records

Enhancement description: ProjectSight - Ability to Attach files to company records What is the customer trying to accomplish? It would be good to store & view files that are company-level on the company record itself. How is the lack of functi...
Guest about 5 years ago in PS Web App & Platform / Companies & Contacts 0 Future consideration

Company Management

We need a company ID added to the Company Setup so that the ID can be the unique identifier and not the Company Name. We have customers who are doing business with ACME Construction in Texas and ACME Construction in California but they are complet...
Ricci Stevens over 2 years ago in PS Web App & Platform / Companies & Contacts 0

Only show companies within the Project in Project Settings

It would be easier for us to view and manage the companies within a project if the Project settings only shows the companies on that project.
Guest almost 3 years ago in PS Web App & Platform / Companies & Contacts 0

Linking a Contact to Company Under Portfolio Setting

When adding a contact under the Company in Portfolio Settings there is an option to "link" the contact to a project (similar to Prolog). This feature does not seem to filter back to the User settings in the Project so you essentially have to add t...
Meagan Rice almost 5 years ago in PS Web App & Platform / Companies & Contacts 0 Future consideration

Company Deletion

Need safety protocol in place that companies and contacts cannot be deleted if they are linked to a record within the portfolio. If a user accidentally deletes a company that is linked to a Contract or Purchase Order, contract invoices and general...
Ricci Stevens about 2 years ago in PS Web App & Platform / Companies & Contacts 0

Company In Active Setting

Users would like the capability to make a Company 'Not Active' similar to what you can do with contacts.
Ricci Stevens over 2 years ago in PS Web App & Platform / Companies & Contacts 0

Uniformity in inputting contact info into Companies & Contacts

Preset capital letters for first and last names. Preset hyphens in phone numbers Allow Admin to edit contact info (update email addresses, etc)
Guest almost 4 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

Auto Link Companies & Contacts

When contact is linked to a record (Contract/PO) the contact and company should be linked to the Project Directory.
Ricci Stevens almost 3 years ago in PS Web App & Platform / Companies & Contacts 0

Auto Format Phone Numbers

Phone and Fax numbers for contacts and companies should auto format like the option in Excel (XXX) XXX-XXXX so they are consistent, saves a lot of time entering numbers if you didn't have to enter dashes and it looks a lot cleaner.
Guest about 3 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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