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Contacts

Spitfire Client Services > Documentation > Contacts

Ron Bonfiglio June 6, 2019

Documentation

Contacts – Table of Contents

  • Introduction to Contacts
  • Understanding Roles and Contacts
  • Contacts: Companies
  • Roles’ Capabilities
  • Roles’ Responsibilities
  • Roles’ Organizational Level
  • Contacts: Individuals
  • Tabs on the Contact Detail Window and Company Detail Window
  • Assigning Roles
  • Copying, Limiting, and Deleting Contact Roles
  • Demoting and Promoting Roles
  • Changing Notification Options
  • Accessing Contact Details: Change Password, Unlink Identity, Change Notifications, Establish Proxy
  • Contact Information from Documents
  • Project Team Contacts
  • Adding and Deleting Team Contacts
  • Edit Contact’s Grid Information
  • The Contacts Dashboard – Contacts View
  • The Contacts Dashboard – Companies View
  • Adding Pre-Vendors
  • Adding Full Contact Companies
  • Adding Individuals
  • Adding Unmapped Employees
  • Updating/Editing Contacts
  • Removing and Merging Contacts

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