Question: How can I update other SQL data when a Spitfire contact is saved? Can I inject complicated validations and business logic into the sfPMS data layer? Answer: When a contact
Question: How can I update other SQL data when a Spitfire contact is saved? Can I inject complicated validations and business logic into the sfPMS data layer? Answer: When a contact
Overview: The DocTypeConfig rules specify options and characteristics for documents by Doc types. The DocTypeConfig rule group is found in the Rules Maintenance tool on the System Admin Dashboard. Each
Overview: The RouteConfig rules allow configuration of routing options. The RouteConfig rule group is found in the Rules Maintenance tool on the System Admin Dashboard. Each rule in a rule
Question: Can I have a custom Doc type include a TO tab like the Bid Package, where other related documents are created and listed? Answer: Yes! Here is an overview
Overview: The SOVConfig rules allow configuration of certain Schedule of Values (SOV) workbook options. The SOVConfig rule group is found in the Rules Maintenance tool on the System Admin Dashboard.
Overview: The BudgetConfig rules control various optional behaviors of budgeting. The BudgetConfig rule group is found in the Rules Maintenance tool on the System Admin Dashboard. Each rule in the
Overview: The ExecutiveDashboard rules define computations for the Executive Dashboard grid. These are advanced rules. Computed fields might be used to display a value in a column, or the value
Purpose & Scope: sfPMS can process all email that is sent to your site‘s email address. For the most effective processing, some setup is required. Procedure: The Rules Maintenance Tool
Purpose & Scope: One of the coolest features of sfPMS is the ability to edit files stored in the catalog directly within the native applications on your windows workstation. Essentially, when