Documentation

Assuming you have permission to do so, you can add one or more Contacts to the Team Contacts list on…
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If you have permission, you can edit a Contact’s Grid view information. To make changes in Grid view: From the…
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The Contacts Dashboard lists contact information in two views: Contacts – details for both individuals and companies Companies – details…
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1 to add a new company 2 to view or edit company details 3 to show or hide the Part’s…
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To add a preliminary company to your Contacts list: Access the Contacts Dashboard and select Companies from the top, left-hand…
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Integrated Sites If your site is integrated with an external accounting system, your companies are added when you synch that…
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If your site is not integrated, you must enter individual Contacts (your employees, your customers’ employees, your vendors’ employees, and…
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When Spitfire is implemented and if your site is integrated with an external accounting system, you have the option if…
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Integrated Sites vs. Non-integrated Sites If your site is integrated with an external accounting system such as Microsoft Dynamics SL…
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Once a Contact has done something (ex: created or edited a document, subscribed to Alerts, etc) or has been referenced…
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