KBA-01101: Managing Spitfire Contacts for Employees with Vendor IDsKBA-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 people.  How do I prevent duplicate contacts for employees who

KBA-01024: How do I synchronize my Customers, Vendors, and Employees?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 can run in SQL Server Agent jobs. To ensure that your Customers,

KBA-01435: Importing Contacts through the Import Utility toolKBA-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 to the server as an Administrator and have a System

KBA-01172: Can I delete a Contact from the Team Contact List on the Project Dashboard?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 Contact from the Team Contact list; however, to be clear,

KBA-01114: Making a Contact Public for a ProjectKBA-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 team public flag sometimes disabled? Answer: You can make a