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 58

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 5 months 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

Add website and social media columns in companies module

Under companies, in the address tab (or a new "web/social" tab), it would be great to have a place to enter the company's website info and common social media handles. LinkedIn, Instagram, Facebook and YouTube. We are constantly tagging our partne...
Kenani about 1 year ago in PS Web App & Platform / Companies & Contacts 0

Add Text Formatting for Contract Clarifications

The ability to add basic text formatting (bold, bulleting, color, etc.) for contract clarifications (similar to meeting items) would allow us to create more professional contracts.
Byron Grimm about 1 year ago in PS Web App & Platform / Companies & Contacts 0

Sort Companies by Work Type

Allow a sort option by work type in the companies tab.
Henrick Malpica 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 over 1 year ago in PS Web App & Platform / Companies & Contacts 0

Region/Project Info

Our Project is made up of a Master Contract with the ownere and individual Work Authorizations. Our Subcontractors receive individual contracts under a Msater project for a multitude of child projects. Typically our Subcontractors have a single in...
Guest almost 2 years ago in PS Web App & Platform / Companies & Contacts 0

Add record to access company list

Currently, only project administrators can access the company list since it is listed in the project settings. It would be great to create a record button with the company list so that users other than administrators can be granted at least view o...
Guest almost 5 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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