Contacts: Companies

This entry is part 3 of 25 in the series Setup Guide - Contacts

“Contacts” in Spitfire can refer to companies (organizations) and people (both those who work in these companies and those who do not). Sometimes the term “Contact” is used to mean just individuals.

Companies

Types of Companies

Companies in sfPMS are assigned one of the following types:

  • Customer: companies that hire you/your company
         Note: If you are integrated with an Accounting system, these are your AR Customer records.
  • Vendor: companies you/your company hires
         Note: If you are integrated with an Accounting system, these are your AP Vendor records.
  • Other: any other company you want to include in Spitfire (sfPMS)

Preliminary Companies

Regardless of type, companies in sfPMS that have an ID (either through Spitfire, or an integrated Accounting system) are considered full Contacts. Companies added without an ID are considered preliminary companies (pre-customers or pre-vendors). Preliminary companies will show up in lookups and can be added to a document’s route. These companies can be given an ID at a later time, making them full Contacts.

Detail Information

The information for companies is shown in both a Company Detail window and a Contacts Detail window. Both of these views are available from the Contacts Dashboard.

Company Detail

The Company Detail window has information about a company that is not seen on the Contact Detail window.

Aside from the Contacts Dashboard, the Contact Detail window for a company can be accessed from other locations in sfPMS – the Contacts part on a Project Dashboard and certain document drop-down menus. Your Spitfire role determines where you can access Contact Details and how much you can see or edit.

 

Series Navigation<< Understanding Roles and ContactsRoles’ Capabilities >>