Question: I am using a Project number that is made up of three segments. The first two segments are validated text. Once the second segment is entered, the third is
Question: I am using a Project number that is made up of three segments. The first two segments are validated text. Once the second segment is entered, the third is
Question: How can I automatically remove a document from a user inbox when the document is closed? How can I automatically change the document route when the document status is set to
Overview: The WhenDocClosed rules control behavior of documents when they are closed by document status. The WhenDocClosed rule group is found in the Rules Maintenance tool on the System Admin
Purpose & Scope: One of the coolest features of sfPMS is the ability to edit files stored in the catalog directly within the native applications on your windows workstation. Essentially, when
Question: If my site is set up for inbound email processing, when are replies automatically sent on to the next routee? Answer: sfPMS ALWAYS sets the email route status to ‘Responded‘
Question: When printing a Contract, how can I print the Amount in text, for example: One thousand forty-two dollars and 00/100. Answer: Use the formatting prefix for dollartext: FDTX_ For
Question: Are there any bookmarks to support County information? Answer: Yes. The Contact Address tab includes a County field. If populated, use the DCNTY_ prefix to access the County info. For example,
Question: Is it OK to use a virtual SQL Server? Are there things I should consider when planning virtualization of the SQL Server? Answer: Plenty of folks now deploy SQL
Question: How can I make my report date range default to last month? How can I make my custom report dates act like a date range in Spitfire? Answer: First,