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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 over 4 years 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 almost 2 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 over 5 years ago in PS Web App & Platform / Companies & Contacts 0 Future consideration

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

Please Add Tax Field to Companies and Pull From Company on Commitments and Invoices

Taxes for Vendors are determined by accounting (in our case they are setup in Vista). These taxes 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 ProjectSight. On...
Mercedes Green over 1 year ago in PS Web App & Platform / Companies & Contacts 0

Print/Filter Company Contacts

We routinely go through our company contacts to make sure information is up to date and to verify employees that have moved on from the company have been removed as a company contact on ProjectSight. It would be very useful to be able to filter ou...
Kenani about 2 years 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 over 1 year ago in PS Web App & Platform / Companies & Contacts 0

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

Contact export for Outlook (or other systems)

Please add all contact fields to the grid view so that a complete export view can be created to match common imports to systems such as Outlook. Currently not all fields are available AND the contact name and address are exported as single field r...
Jeremy Sibert 11 months 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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