Types of Individual Contacts
People in sfPMS are assigned one of the following types:
- Customer: people linked to Customer companies
- Vendor: people linked to Vendor companies
- Other: people linked to Other companies
- Employee: people who work at your company
Information about the people in sfPMS can be seen in their Contact Detail window.
The Contacts Details window for a person can also be accessed from other locations in sfPMS – your user preferences, the Contacts part on a Project Dashboard, and certain document drop-down menus. Your Spitfire role determines were you can access Contact Details and how much you can see or edit.