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

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Linking Contacts to Projects in Import Form

Currently, when filling out the import form for companies and contacts, there seems to be no way to link the contacts to a specific project. This means, a user has to go through each new contact and assign them to the right project, after import. ...
Dan Bentil over 4 years ago in PS Web App & Platform / Companies & Contacts 0

Merge Companies

Ability to Merge Duplicate Companies that have been entered by different users.
Ricci Stevens over 4 years ago in PS Web App & Platform / Companies & Contacts 1 Future consideration

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

Select Legal Document Info from Company List

On Legal Document Information, allow the Owner, Contractor, & Architect to be selected from the Company List, similar to Prolog Manager. This would allow us to build reports that link these names with their company information.
Byron Grimm over 4 years ago in PS Web App & Platform / Companies & Contacts 0

Merge Contacts

Enhancement description:Allow us to merge user together What are we trying to accomplish?Merge duplicate users that were created with different email address, but are actually the same person. How is the lack of functionality affecting the busines...
Brendan Radich almost 5 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

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

Attaching files to company records

Enhancement description: ProjectSight - Ability to Attach files to company records What is the customer trying to accomplish? It would be good to store & view files that are company-level on the company record itself. How is the lack of functi...
Guest about 5 years ago in PS Web App & Platform / Companies & Contacts 0 Future consideration

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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