Questions: We’d like to keep track of the websites associated with our Contact companies. Where can we enter that information? Is it possible to open the website for a Contact
Questions: We’d like to keep track of the websites associated with our Contact companies. Where can we enter that information? Is it possible to open the website for a Contact
Question: How and when do I use the Integrity Check Report? Answer: The Integrity Check is in the Admin folder of the Report Browser and is therefore available only to
Question: The note fields on my Power UX document are too small. They don’t allow me to see much of the text that is within the field, without me maximizing
Did You Know? Normally, when you copy a document and its attachments, the attached file on the copied document is the same file as the original. If changes are made
Question: When I “thumbs up” a document, it goes to the next person (Seq) on the route. But what if I want to send it back to the person before
Question: What does the warning symbol on my rule mean? Answer: On the Rule Maintenance tool, a warning icon on the list of rule groups means that the rule group
Question: Where do the numbers on the Executive Summary come from? Can I change the columns of information that appear on the Executive Dashboard? Answer: The numbers on the Executive
Question: If I am making changes to a Spitfire document, can someone else also be making changes at the same time? How do I know if I can save a document?
Question: What does it mean to have “proxy permission”? How can I proxy for someone else? Can I proxy for everyone else? Does this proxy permission help move documents that
Question: I like reviewing my Report Browser reports right on the screen, but sometimes I want to save that data, either as a PDF file or in Microsoft Excel. What