KBA-01901: Removing a Contact from the Project Team ListKBA-01901: Removing a Contact from the Project Team List

Question: Can I delete a Contact from the Team Contact List on the Project Dashboard? Answer: You can remove a Contact from the Team Contact list; however, to be clear,

Adding Team Members in Power UXAdding Team Members in Power UX

Questions: How do I add a person to my project team in Power UX? Is there an easy way to add several people to my team? What if the person

Merging and Deleting ContactsMerging and Deleting Contacts

Question: Sometimes we end up with more than one Contact record for the same individual or company. Is it okay to delete the duplicate Contact or is there a way

Deleting and Deactivating ContactsDeleting and Deactivating Contacts

Question: Can I delete Contacts (people and companies) from Spitfire? Answer: The first thing to consider is whether or not your site is integrated with an accounting system. If it

KBA-01847: The Contact Detail Identities TabKBA-01847: The Contact Detail Identities Tab

Introduction: Spitfire V23+ supports federated sign-ons through Google Identities and Microsoft Entra (see KBA-01845) as well as the classic ID and Password. To keep track of all Identity providers for

Entering/Finding Roles vs. Contacts for Predefined RoutesEntering/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, when I type the role in the User/Role field, Spitfire

Using AtCompanyContactList LookupsUsing AtCompanyContactList Lookups

Did You Know? New and existing document lookup fields, meant to show the name of a vendor or customer, can be restricted to show only names that match the vendor

Your Own Contact DetailsYour Own Contact Details

Question: I don’t have access to the Contact Dashboard. Is there some other way for me to see and possibly change my own Contact information? Answer: Yes. All users have