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Option to Remove linked records from Meeting Minutes
When creating a new meeting from a previous session, if you click "remove" on a linked record tied to the meeting chain, then click save, the link remains on the record. The project would like to option to remove old linked files in order to not c...
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Ability to select non-project contacts in import templates
Currently in import templates such as the Purchase Orders, users can select From Company and To Company from the full list of non-project companies but you cannot select the To or From Contact from the full list of non-project contacts associated ...
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Record files added via link rather than an upload should display their File Library location in properties.
Currently a file linked or uploaded to a record shows in the history tab of the record as, "ADDED FILE LINK" in the transaction text. In addition the File library folder for the record will not include the file linked. This confuses the user and l...
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When users are blocked in Projectsight email. The notifications indicate that notifications are sent out successfully.
There are a lot of ways to address this. At times clients are not aware of their internal status with their email server or just simply getting the emails spammed. It would be nice to have some sort of indication especially of an email is currentl...
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Alert Notification if Contact Email hasn’t been Entered
Request for an automated alert notification when sending reports, assignments, action items, etc. from ProjectSight to contacts that do not have an email address created/entered within the system. Currently, the report, assignment, etc. would cont...
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