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Workspace PS Web App & Platform
Categories Companies & Contacts
Created by Kenani
Created on Aug 15, 2022

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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 our company contacts by location (we have branches in 3 states) and then be able to print a "report" containing a list of contacts for each of our locations. Then we can send out the list to each branch to verify information. Right now there is no way to print a list of our company contacts that are on ProjectSight unless we go to each project and even then it is not accurate because our teams tend to remove contacts from the Project Team but not from the company.

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