Tag Archive: Contacts

You can assign roles to existing and new contacts through the Member Of tab on the Contact Detail window. These…
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To copy a role: Access the Member Of tab on Contact Detail record. Click Copy This Role from the name…
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If a role has a blank (global) “Limit By Project” field, you can easily change the “Limit By Project” field…
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To change the Notification options when displaying defaults: Access the Contact’s Notification tab. If necessary, click the Show Defaults checkbox….
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While certain users will have access to Contact and Company Detail information on the Contacts Dashboard, other users have read…
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The Document Options menu on some documents allows you to access details for the source contact of the document. The…
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If your Spitfire role gives you permission to see contact information for team members on a project, you will see…
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Assuming you have permission to do so, you can add one or more Contacts to the Team Contacts list on…
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If you have permission, you can edit a Contact’s Grid view information. To make changes in Grid view: From the…
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The Contacts Dashboard lists contact information in two views: Contacts – details for both individuals and companies Companies – details…
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