Questions: Video recorded on V2021, Power UX Keywords: what are roles, my contact info information
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
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,
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
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
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
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
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
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
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
