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 61

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 over 2 years ago in PS Web App & Platform / Companies & Contacts 2

Merge Contacts

Enhancement description:Allow us to merge user together What are we trying to accomplish?Merge duplicate users that were created with different email address, but are actually the same person. How is the lack of functionality affecting the busines...
Brendan Radich over 5 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 over 1 year ago in PS Web App & Platform / Companies & Contacts 1

Subcontractor Compliance

We would like a way to track sub compliance and lien waivers within a project on ProjectSight.
Aaron Deister over 1 year ago in PS Web App & Platform / Companies & Contacts 0

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 almost 3 years 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 11 months ago in PS Web App & Platform / Companies & Contacts 0

Insurance Tracking

Need the ability to link/classify insurance based on needs: * Global (all projects)* Project Specific (select projects)* Contract Specific
Ricci Stevens over 3 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 over 3 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 about 3 years ago in PS Web App & Platform / Companies & Contacts 0

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 over 2 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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