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Companies & Contacts

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

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 almost 4 years ago in PS Web App & Platform / Companies & Contacts 0

A button to resend an invitation to ProjectSight/a Project without having to delete and re-add users.

This would be useful because then you would be able to quickly and easily resend an invitation without having to go into the portfolio settings and delete a user and then having to re-add that user back in and relinking them to a project.
Guest almost 4 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 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 almost 2 years ago in PS Web App & Platform / Companies & Contacts 2

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 over 4 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 8 months ago in PS Web App & Platform / Companies & Contacts 0

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

For Contracts Show Quantity and UOM on Detailed Scope Report and Change Orders tab

On the contract detailed scope of work report the quantity and UOM fields are shown in the section 'Schedule of Values' for the original amounts. But in the change orders it only shows the dollar amount. Can you add Qty and UOM to the change order...
Bob Williams over 1 year 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 over 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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