Entering/Finding Roles vs. Contacts for Predefined Routes
Question: I am adding a Seq row to an existing predefined route and want to add a specific role; however,…
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Tag Archive: Contacts
Using AtCompanyContactList Lookups
Did You Know? New and existing document lookup fields, meant to show the name of a vendor or customer, can…
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Your Own Contact Details
Question: I don’t have access to the Contact Dashboard. Is there some other way for me to see and possibly…
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(C) and (V) After Contact Names
Question: When I type in a name field and a list of Contact names appear, I notice that some names…
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VID-X002: My Contact Details and Roles
Questions: How can I get to my Contact Details? What info does my Contact Details have? What is the Notifications…
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Contacts and Multiple Companies/Projects
Questions: What do I do when an individual that we’d like to keep working with goes to work for a…
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Team Contact Roles/Responsibilities
Did You Know? When you add team members to your project, their Default Responsibility roles are used to designate their…
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Project Purchasing Checkbox
Question: We notice a checkbox on some Company Contact Detail windows, on the Address tab, that is labeled “Project Purchasing”….
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KBA-01793: Shared Contact Email Addresses
Question: I am adding a new Contact to Spitfire and am getting a warning about the email address being shared. …
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Merging Contacts
Question: Sometimes we end up with more than one Contact record for the same individual or company. Is it okay…
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