KBA-01616: Contact Person at Company
Question: Who is the Default Contact Person at a Company? What does the DKEYAT contact prefix do? Answer: sfPMS Contacts allow for…
Read more
Tag Archive: Contacts
Contact Toggles
While most lookup fields (those fields that end with ) allow you to look up a certain type of Contact,…
Read more
KBA-01586: Embedding Images (Signatures, Logos) in HTML fields
Questions: How do I embed an image into the HTML editor in Chrome? How do I get an image into…
Read more
KBA-01584: What are the default filters on the Contacts Dashboard?
Question: What are the default filters on the Contacts Dashboard? Answer: The default filters for the Contact Dashboard are: System…
Read more
KBA-01536: The ProjectTeam Rules: Advanced Team Mapping
Overview: The ProjectTeam rules use mapping from ProjectConfig | BTMapxxx rules to automatically add contacts to a project team. The…
Read more
KBA-01116: Public and Private Contacts; the PrivateContact Rules
Question: How do I make some Contacts private so they are not visible in a lookup? Answer: You can make…
Read more
KBA-01266: How to change the default filters on the Contacts Dashboard
Purpose & Scope: The Contacts Dashboard opens with the Spitfire Users Only filter selected by default. This default filter allows…
Read more
KBA-01399: Contacts – Granting Role Membership
Question: I can add Roles to Contacts on the Member Of tab on the Contact detail (on the Contacts Dashboard). …
Read more
KBA-01375: Employee Synchronization
Question: How do Employee Contacts synchronize from Microsoft Dynamics SL? Answer: In ICTool, there are two checkboxes on the Dynamics…
Read more
KBA-01250: Two Contact Records in Spitfire for One Person
Problem: Two Contact records are in Spitfire for one person. This usually occurs when the person is entered in Microsoft…
Read more