Adding Full Contact Companies

This entry is part 21 of 25 in the series Setup Guide - Contacts

Integrated Sites

If your site is integrated with an external accounting system, your companies are added when you synch that accounting system with sfPMS. When the information is copied, Company Detail and Contact Detail records are automatically created in Spitfire.

Non-integrated Sites

Instructions for adding a full Contact company (ie: one that us not a preliminary company) are the same as those for adding a preliminary company with one exception: on the Address tab, you must enter a unique ID.

After adding a company to your system, you can also create a Vendor or Customer document as desired those companies.

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