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…
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Tag Archive: Contacts
Team Contact Roles/Responsibilities
Did You Know? When you add team members to your project, their Default Responsibility roles are used to designate their…
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Project Purchasing Checkbox
Question: We notice a checkbox on some Company Contact Detail windows, on the Address tab, that is labeled “Project Purchasing”….
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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. …
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Merging Contacts
Question: Sometimes we end up with more than one Contact record for the same individual or company. Is it okay…
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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…
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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…
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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…
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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…
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Contacts Dashboard Capabilities
The Contacts Dashboard is made up of three parts: the View List (Contacts or Companies), the corresponding list, and…
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