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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.

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Companies & Contacts

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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 over 1 year ago in PS Web App & Platform / Companies & Contacts 0

Provide a security setting on the Project Contacts toggle in a record contact search.

In a full window contact search from a record, only the two Admin roles can toggle the Project Contacts toggle. There needs to be a security setting to provide access to this toggle separately.
Guest over 4 years ago in PS Web App & Platform / Companies & Contacts 0 Defect

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 about 3 years ago in PS Web App & Platform / Companies & Contacts 0

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 almost 5 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 over 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 over 3 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 about 5 years 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 almost 2 years 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 almost 2 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 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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