Tag: Contacts

If you have permission, you can edit a Contact’s Grid view information. To make changes in Grid view: From the Project Dashboard, access the Team Contacts area. To the left

The Contacts Dashboard lists contact information in two views: Contacts – details for both individuals and companies Companies – details for companies   1 to show or hide the part

1 to add a new company 2 to view or edit company details 3 to show or hide the Part’s filters The Filters You can filter the company list by

To add a preliminary company to your Contacts list: Access the Contacts Dashboard and select Companies from the top, left-hand corner. Use the filters and perform a search to ensure

Integrated Sites If your site is integrated with an external accounting system, your companies are added when you synch that accounting system with sfPMS. When the information is copied, Company

If your site is not integrated, you must enter individual Contacts (your employees, your customers’ employees, your vendors’ employees, and others) manually on the Contacts Dashboard. If your site is

When Spitfire is implemented and if your site is integrated with an external accounting system, you have the option if automatically synching all employees at your company or just certain

Integrated Sites vs. Non-integrated Sites If your site is integrated with an external accounting system such as Microsoft Dynamics SL or Acumatica Cloud ERP, the data source for your Contacts

Once a Contact has done something (ex: created or edited a document, subscribed to Alerts, etc) or has been referenced (ex: been a routee, attendee, responsible party, source contact, etc)