While certain users will have access to Contact and Company Detail information on the Contacts Dashboard, other users have read or full access to Contact Details from outside the Contacts
While certain users will have access to Contact and Company Detail information on the Contacts Dashboard, other users have read or full access to Contact Details from outside the Contacts
The Document Options menu on some documents allows you to access details for the source contact of the document. The source contact for your document changes from document to document
If your Spitfire role gives you permission to see contact information for team members on a project, you will see a Team Contacts Part on the Project Dashboard. By default,
Assuming you have permission to do so, you can add one or more Contacts to the Team Contacts list on a Project Dashboard. For example, you can add team members
If you have permission, you can edit a Contact’s Grid view information. To make changes in Grid view: From the Project Dashboard, access the Team Contacts area. To the left
The Contacts Dashboard lists contact information in two views: Contacts – details for both individuals and companies Companies – details for companies 1 to show or hide the part
1 to add a new company 2 to view or edit company details 3 to show or hide the Part’s filters The Filters You can filter the company list by
To add a preliminary company to your Contacts list: Access the Contacts Dashboard and select Companies from the top, left-hand corner. Use the filters and perform a search to ensure
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
If your site is not integrated, you must enter individual Contacts (your employees, your customers’ employees, your vendors’ employees, and others) manually on the Contacts Dashboard. If your site is