The Contacts Dashboard provides you with quick access to all Contacts in your Spitfire system. Contacts View The Contacts view allows you to search for all or a subset of
The Contacts Dashboard provides you with quick access to all Contacts in your Spitfire system. Contacts View The Contacts view allows you to search for all or a subset of
If you have created a new role (such as Compliance Staff) and used it in a predefined route, you need to give that role to one or more Spitfire users.
The Region Maintenance tool allows you to define regions than can then be assigned to vendors. Regions can be whatever works best for you, whether area codes, ZIP codes, geographical
Spitfire Contacts include all those individuals and companies with whom you do business. Not all Spitfire Contacts are users, but all users are Spitfire Contacts. The Spitfire Contact list includes
An understanding of Contacts in sfPMS requires an understanding of roles. Roles are created and capabilities are assigned during the implementation stage of sfPMS. A role has two functions: First,
Roles are defined with capabilities that determine what a person with that role can do or see in sfPMS. Full Access Rights Minimum Access Rights The user has the ability
Internally sfPMS understands the responsibilities of the following: Accountant Alternate CM Alternate PM Architect Associate Bonder Construction Manager Customer/Owner Development Manager General Contractor Junior PM Lender Operations Manager Project Manager
One of the ways to control which Contacts can see other Contacts is through the use of Organizational Levels assigned to individuals. Organizational Levels are numerical values assigned to Contacts
“Contacts” in Spitfire can refer to companies (organizations) and people (both those who work in these companies and those who do not). Sometimes the term “Contact” is used to mean
Types of Individual Contacts People in sfPMS are assigned one of the following types: Customer: people linked to Customer companies Vendor: people linked to Vendor companies Other: people linked to