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Workspace PS Web App & Platform
Categories Import/Export
Created by Hunter Dickerson
Created on Sep 1, 2021

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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 to that company. This causes confusion since you are able to make this selection within the form inside Projectsight. If there is a contact lookup field in a import template, you should be able to select from the full list of project and non-project contacts associated to the From or To Company that you choose.

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