Contacts and Multiple Companies/ProjectsContacts 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 new company? How do I keep history info for that

Team Contact Roles/ResponsibilitiesTeam Contact Roles/Responsibilities

Did You Know? When you add team members to your project, their Default Responsibility roles are used to designate their Responsibility on that project. But you can change the Responsibility,

Project Purchasing CheckboxProject Purchasing Checkbox

Question: We notice a checkbox on some Company Contact Detail windows, on the Address tab, that is labeled “Project Purchasing”. What is this checkbox for? Answer: The Project Purchasing flag

KBA-01793: Shared Contact Email AddressesKBA-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.  Why is this a problem? Answer: Spitfire identifies people and

Merging ContactsMerging 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

Editing the Contact Information CardEditing 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 I notice information that is missing. Is it possible to

September 2018 – The Gang’s All Here. Now What?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 topic a continuation of last month’s “Contacts” topic. But now

August 2018 – Contacts: Beyond the BasicsAugust 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 about Contacts, such as how to create a contact record

KBA-01738: Creating On-The-Fly ContactsKBA-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 Contacts database, is there a way to add that person

Contacts Dashboard CapabilitiesContacts Dashboard Capabilities

  The Contacts Dashboard is made up of three parts: the View List (Contacts or Companies), the corresponding list, and the filters. Access to the dashboard includes access to the