KBA-01101: Managing Spitfire Contacts for Employees with Vendor IDs
Question: I have vendors set up for employees that receive reimbursement for expenses. Spitfire creates a duplicate contact for these…
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Tag Archive: Contacts
KBA-01024: How do I synchronize my Customers, Vendors, and Employees?
Question: How can I synchronize my Microsoft Dynamics SL customers, vendors, and employees in Spitfire? Answer: Synchronization is performed by special stored procedures that…
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KBA-01435: Importing Contacts through the Import Utility tool
Purpose & Scope: Importing Contacts from a Microsoft Excel workbook into sfPMS is fairly simple, provided you can log on…
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KBA-01172: Can I delete a Contact from the Team Contact List on the Project Dashboard?
Question: Can I delete a Contact from the Team Contact List on the Project Dashboard? Answer: You can remove a…
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KBA-01114: Making a Contact Public for a Project
Question: How do I make a Contact available on lookups by other members of the same project? Why is the project…
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