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 63

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 almost 3 years 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 almost 2 years ago in PS Web App & Platform / Companies & Contacts 0

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 over 5 years ago in PS Web App & Platform / Companies & Contacts 0 Future consideration

Companies Searchable, Grouped or Otherwise Filtered by Region

We have branches in three states and over 800 subcontractors who serve specific regions. We can identify which region each subcontractor works with under the Company Region tab but there is no way to focus a search to include only the companies re...
Kenani over 2 years ago in PS Web App & Platform / Companies & Contacts 0

Contact information of company you are working for somewhere other than the 'details' tab under the edit button.

Need to have an area when setting up/opening a project to enter the General Contractor that you are working for/have a contract with on the main job screen (right now to see it you have to click edit on the job info and click into the details tab)...
Guest 7 months ago in PS Web App & Platform / Companies & Contacts 0

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 over 3 years 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 about 1 year 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 over 3 years 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 almost 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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