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
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
Depending on your permission level and from where you access the Contact Details for a person or company, you may see any of the following tabs with some or all
You can assign roles to existing and new contacts through the Member Of tab on the Contact Detail window. These roles will determine what users can access and so in
To copy a role: Access the Member Of tab on Contact Detail record. Click Copy This Role from the name line as the role you want to copy. Edit the
If a role has a blank (global) “Limit By Project” field, you can easily change the “Limit By Project” field to (unassigned) through the icon. The following will happen: The
To change the Notification options when displaying defaults: Access the Contact’s Notification tab. If necessary, click the Show Defaults checkbox. At the Document Type you want to edit, select the new
While certain users will have access to Contact and Company Detail information on the Contacts Dashboard, other users have read or full access to Contact Details from outside the Contacts
The Document Options menu on some documents allows you to access details for the source contact of the document. The source contact for your document changes from document to document
If your Spitfire role gives you permission to see contact information for team members on a project, you will see a Team Contacts Part on the Project Dashboard. By default,
Assuming you have permission to do so, you can add one or more Contacts to the Team Contacts list on a Project Dashboard. For example, you can add team members