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Companies & Contacts

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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 about 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 over 1 year ago in PS Web App & Platform / Companies & Contacts 1

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

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

Contact Selector: Add Project Role Column

We would like to see the Portfolio Role and Title fields in the columns on the Contacts selector. When you have a lot of companies on a project, having the Portfolio Role field can help users to know who they need to copy. When you have a lot of c...
Brendan Radich about 2 years ago in PS Web App & Platform / Companies & Contacts 0

Ability to Edit Company Name from Company Import Template

Currently, the company name field in the excel template is locked. It would be great if you could edit this field within excel. For example, if someone imports 1000 companies in all caps but wants to change it to proper case, they will have to edi...
Hunter Dickerson over 2 years ago in PS Web App & Platform / Companies & Contacts 0

Warning Pop-up for No Email Address Listed for User

There should be a pop-up warning if you try send/assign submittals, RFI's, etc to a contact on a project that are not current users or do not have an email address associated to them. Currently, ProjectSight will allow you to send/assign files wit...
Jeff Young almost 3 years ago in PS Web App & Platform / Companies & Contacts 0

Add a Company Website URL in Company setup with hyperlink

Currently there is not a field in the Company record for the companies website URL. It would be nice to have this field with hyperlink to make it easier to navigate to the companies website and add the URL to reports.
Guest almost 3 years ago in PS Web App & Platform / Companies & Contacts 0

Contacts - Copy Phone & Fax from Location

When I'm adding new contacts, there's a column for "Location *" where I can pick their location for that company, why doesn't the telephone and fax number copy automatically from the Location I selected for the contact? Would save a lot of duplica...
Guest about 3 years ago in PS Web App & Platform / Companies & Contacts 0

Provide company maintenance link from Contract/Purchase Order /other records

When creating a contract (and other records) in Prolog, you were able to click the company maintenance button to add/edit companies and contacts while creating a record. This really helps when a desired ToCompany does not already exist in the data...
Guest over 4 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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