Using AtCompanyContactList Lookups
Did You Know? New and existing document lookup fields, meant to show the name of a vendor or customer, can…
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Newsletter Articles
Access to BFA and Cost Analysis Revenue Information
Question: Can I prevent certain users from seeing revenue data in the BFA workbook and the Cost Analysis Detail part…
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Default Division IDs
Question: Our company has several Company Division IDs. How does Spitfire know which ID to set as the default on…
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Template Types in the Template Library
Did You Know? The Template Tool on the Manage Dashboard (also known as the Template Library) holds many different types…
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Your Own Contact Details
Question: I don’t have access to the Contact Dashboard. Is there some other way for me to see and possibly…
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RespondEchoTo Rule to Copy Route Response
Question: We encourage our users to take advantage of the Rsp field on the Route Detail tab for short messages,…
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Catalog Filters for Contact and Company: Scope and Company Wide
Did You Know? The Spitfire Catalog includes many filters to help you find documents and files in your system. Two…
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Attaching Files to a Specific Item
Question: When I drag-and-drop a file onto my Spitfire document, it is attached to the whole document. Is there a…
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Automatic Copy of Project Current Dates onto Another Doc
Question: We want to use the Checklist Doc type, so have made it site active and then added some configurations….
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Manually Attaching Microsoft Office Emails to Spitfire Documents
Question: I know that because of configurations, certain emails get attached automatically to the correct document in Spitfire, but could…
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