Introduction to Contacts
Spitfire Contacts include all those individuals and companies with whom you do business. Not all Spitfire Contacts are users, but…
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Archive
Understanding Roles and Contacts
An understanding of Contacts in sfPMS requires an understanding of roles. Roles are created and capabilities are assigned during the…
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Contacts: Companies
“Contacts” in Spitfire can refer to companies (organizations) and people (both those who work in these companies and those who…
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Roles’ Capabilities
Roles are defined with capabilities that determine what a person with that role can do or see in sfPMS. Full…
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Roles’ Responsibilities
Internally sfPMS understands the responsibilities of the following: Accountant Alternate CM Alternate PM Architect Associate Bonder Construction Manager Customer/Owner Development…
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Roles’ Organizational Level
One of the ways to control which Contacts can see other Contacts is through the use of Organizational Levels assigned…
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Contacts: Individuals
Types of Individual Contacts People in sfPMS are assigned one of the following types: Customer: people linked to Customer companies…
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Tabs on the Contact Detail Window and Company Detail Window
Depending on your permission level and from where you access the Contact Details for a person or company, you may…
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Assigning Roles
You can assign roles to existing and new contacts through the Member Of tab on the Contact Detail window. These…
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Copying, Limiting, and Deleting Contact Roles
To copy a role: Access the Member Of tab on Contact Detail record. Click Copy This Role from the name…
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