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Companies & Contacts

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Please Add Payment Terms to Companies and Pull Terms from Company on Commitments

Payment Terms for Vendors are determined by accounting (in our case they are setup in Vista). These payment terms 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 ...
Mercedes Green 11 months ago in PS Web App & Platform / Companies & Contacts 0

Companies - Contract Hyperlinks

Currently in the contract History tab within a company you can view all of the corresponding contracts that have ever been written to that company. Can you add a hyperlink that will bring you to the contract that is noted in contract history tab.
Henrick Malpica about 1 year ago in PS Web App & Platform / Companies & Contacts 0

Add website and social media columns in companies module

Under companies, in the address tab (or a new "web/social" tab), it would be great to have a place to enter the company's website info and common social media handles. LinkedIn, Instagram, Facebook and YouTube. We are constantly tagging our partne...
Kenani about 1 year ago in PS Web App & Platform / Companies & Contacts 0

Add Text Formatting for Contract Clarifications

The ability to add basic text formatting (bold, bulleting, color, etc.) for contract clarifications (similar to meeting items) would allow us to create more professional contracts.
Byron Grimm about 1 year ago in PS Web App & Platform / Companies & Contacts 0

Make Companies Have a Default Security Role So New Users Automatically Get Assigned The Default Role for Their Company.

No description provided
Guest over 1 year ago in PS Web App & Platform / Companies & Contacts 0

When deleting Contact a prompt states linked to a default assignee.

It would great if the error message for deleting a contact when there is a default assignee, if the message would include where the default assignee is located. Otherwise the client is searching every form until it is found.
William Atchison over 1 year ago in PS Web App & Platform / Companies & Contacts 1

Master Address book in companies for multiple portfolio's

I just want a master adress book which i can upload to each porftolio . I dont wanna waste my time to edit company contacts whenever we change our crew.
Mihael Ivančan over 1 year ago in PS Web App & Platform / Companies & Contacts 0

Sort Companies by Work Type

Allow a sort option by work type in the companies tab.
Henrick Malpica over 1 year ago in PS Web App & Platform / Companies & Contacts 0

Companies searchable by specific Spec Section entered under the Company's Division tab

Entering the Spec Section under the Companies>Division Tab should be a searchable feature. If you are looking for a subcontractor that provides a specific service this would make it a lot easier to narrow down who provides these services. Searc...
Kenani over 1 year ago in PS Web App & Platform / Companies & Contacts 0

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

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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