Deleting and Deactivating Contacts
Question: Can I delete Contacts (people and companies) from Spitfire? Answer: The first thing to consider is whether or not…
Read more
Tag Archive: Contacts
VID-X021: Assigning Projects to a Person’s Role
Questions: How can I assign projects to a person in Spitfire? Is there a way to assign multiple projects to…
Read more
KBA-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…
Read more
VID-X020: Importing Contacts
Questions: Can I add multiple contacts and/or company contacts to Spitfire at a time?
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,…
Read more
Using AtCompanyContactList Lookups
Did You Know? New and existing document lookup fields, meant to show the name of a vendor or customer, can…
Read more
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…
Read more
(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…
Read more
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…
Read more
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…
Read more