This report lists Contacts. Filters Group By – either “none” or “Company” Active – whether only Active Contacts should be listed. Show Address – whether addresses should be listed. Show Login Info
This report lists Contacts. Filters Group By – either “none” or “Company” Active – whether only Active Contacts should be listed. Show Address – whether addresses should be listed. Show Login Info
Question: What qAlias bookmarks are available for the Project Setup, Project Team, and Team Role data? What qAlias bookmarks are available for project KPI data? Answer: Project Setup All the
Question: Who is the Default Contact Person at a Company? What does the DKEYAT contact prefix do? Answer: sfPMS Contacts allow for companies (vendors and customer, etc) and associated people at those
Questions: How do I embed an image into the HTML editor in Chrome? How do I get an image into the Signature field on the Connections tab of my Contact?
Question: What are the default filters on the Contacts Dashboard? Answer: The default filters for the Contact Dashboard are: System Users if the current user can create logins/users, Vendor Contacts
Overview: The ProjectTeam rules use mapping from ProjectConfig | BTMapxxx rules to automatically add contacts to a project team. The ProjectTeam rule group is found in the Rules Maintenance tool
Question: How do I make some Contacts private so they are not visible in a lookup? Answer: You can make specific Contacts private through the Contacts view on the Contacts
Question: I can add Roles to Contacts on the Member Of tab on the Contact detail (on the Contacts Dashboard). Am I able to see and choose any Role in
Question: How do Employee Contacts synchronize from Microsoft Dynamics SL? Answer: In ICTool, there are two checkboxes on the Dynamics SL tab that affect new employee synchronization: These two options
Problem: Two Contact records are in Spitfire for one person. This usually occurs when the person is entered in Microsoft Dynamics SL as an Employee and also as a Vendor.