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.
We are integrated with Vista and even for those not, not all users should be able to create new Vendors (To Company or From Company on Contracts and Purchase Orders).
Most users need to create new companies for everything else (new Employees, new consultants on RFIs, Submittals) but never new companies that are tied to terms or payments.
By having the Create within the same screen of the search, if a user accidentally types in the name wrong, they'll think the company needs to be created and now we have duplicates, or in our case, a failing transaction into Vista since it does not exist in AP Vendors. No matter how much we tell users not to create new companies for POs or Contracts, having the Create so easily there will be unavoidable.
We also can't restrict commitments modules to PMs and up as we can't have our PMs doing data entry.
In Vista, any company assigned to forms that create commitments and invoices to be paid, only have a vendor lookup with no option to create. Accounting has to create a new vendor.
