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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Tag Archive: Contacts
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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Adding Contacts on-the-fly in the Route Detail
Request: When manually adding people to a document route, we sometimes want to add someone who isn’t in our Contacts….
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Editing the Contact Information Card
Question: That pop-up Contact Information Card that I can access in the Team Contacts list is very handy, but sometimes…
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Deleting and Deactivating Contacts
Question: Can I delete Contacts (people and companies) from Spitfire? Answer: The first thing to consider is whether or not…
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Viewing Changes To and By Contacts
Question: Is there a way to see what changes have been made to a Contact record? Also, is there a…
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September 2018 – The Gang’s All Here. Now What?
Open Google Slides of this Presentation View Recording of this Presentation The Gang’s All Here. Now What? Consider this month’s…
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