The Contacts Dashboard – Contacts View
The Contacts Dashboard lists contact information in two views: Contacts – details for both individuals and companies Companies – details…
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Tag Archive: Contacts
The Contacts Dashboard – Companies View
1 to add a new company 2 to view or edit company details 3 to show or hide the Part’s…
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Adding Pre-Vendors
To add a preliminary company to your Contacts list: Access the Contacts Dashboard and select Companies from the top, left-hand…
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Adding Full Contact Companies
Integrated Sites If your site is integrated with an external accounting system, your companies are added when you synch that…
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Adding Individuals
If your site is not integrated, you must enter individual Contacts (your employees, your customers’ employees, your vendors’ employees, and…
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Adding Unmapped Employees
When Spitfire is implemented and if your site is integrated with an external accounting system, you have the option if…
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Updating/Editing Contacts
Integrated Sites vs. Non-integrated Sites If your site is integrated with an external accounting system such as Microsoft Dynamics SL…
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Removing and Merging Contacts
Once a Contact has done something (ex: created or edited a document, subscribed to Alerts, etc) or has been referenced…
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Creating Alert Subscriptions
Once an Alert Subscription is created, new documents, routes, items, and cost codes in sfPMS are checked against these subscriptions….
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Editing, Deleting, or Suspending Alert Subscriptions
To edit, suspend, or delete a Alert Subscription: At any dashboard, select Site Menu | My Contact Detail. Select the…
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