Team Contact Roles/Responsibilities
Did You Know? When you add team members to your project, their Default Responsibility roles are used to designate their…
Read more
Tag Archive: Contacts
Project Purchasing Checkbox
Question: We notice a checkbox on some Company Contact Detail windows, on the Address tab, that is labeled “Project Purchasing”….
Read more
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. …
Read more
Merging Contacts
Question: Sometimes we end up with more than one Contact record for the same individual or company. Is it okay…
Read more
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…
Read more
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…
Read more
August 2018 – Contacts: Beyond the Basics
Open Google Slides of this Presentation View Recording of this Presentation Contacts: Beyond the Basics You may know the basics…
Read more
KBA-01738: Creating On-The-Fly Contacts
Question: If the name I need to enter into a field is of someone who is not in the Spitfire…
Read more
Contacts Dashboard Capabilities
The Contacts Dashboard is made up of three parts: the View List (Contacts or Companies), the corresponding list, and…
Read more
Contacts Dashboard
The Contacts Dashboard provides you with quick access to all Contacts in your Spitfire system. Contacts View The Contacts view…
Read more