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Companies & Contacts

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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

Companies Management

It would be awesome if there was a way to manage Companies (Addresses & Contacts) without having access to the full Project or Portfolio Settings options. Names and Addresses can be added incorrectly via the quick the 'quick add' from a form a...
Ricci Stevens 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

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

Import Users to Project

Add the ability to bulk add a number of users by uploading a spreadsheet of the contacts in the correct format.
Dwain Wood almost 3 years ago in PS Web App & Platform / Companies & Contacts 1

Mass email option to all parties listed on job

It would be great to be able to send a mass email to the entire contact list. This would help in sending emails to all project particiaptes rather than having to copy their contact from project sight into outlook.
Sean Dougherty about 2 years 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

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

Subscriber Branding to Portal

As the portal is the primary point of interaction for subscribers and their collaborators, there should be an option to Co-Brand this with Trimble. Can the subscriber get the opportunity to have their own logo more prominently placed - over and ab...
Guest over 2 years ago in PS Web App & Platform / Companies & Contacts 0

Distribution Groups visible in User View

Currently, the only way to see if an individual is in a certain distribution group is to search the specific distribution group. It would be helpful if, in the user list, you could see what distribution groups an individual is part of.
Guest almost 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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