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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Newsletter Articles
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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Source of PAPT Team Contact Data
Question: I know that financial data on my PAPT (Pay Application Print Template) comes from my SOV workbook, which in…
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When It Is Time for Your Final Forecast Entry
Did You Know? The BFA workbook in Forecast mode, accessed from a Forecast document, offers a Forecast Final Entry option…
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Adding Conditional Document Statuses
Question: How do I add a new document status for my Commitment that will appear in the Status drop-down only…
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Changing the Subtotal Criteria in the SOV Workbook
Question: Our SOV workbook was set up with subtotal rows. I just noticed that the first subtotal criteria is wrong…
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