CSTM Customizable 1 [see Configuration Capabilities] Customizable 2 [see Configuration Capabilities] Customizable 3 [see Configuration Capabilities] External Staff [see Configuration Capabilities] Internal Staff [see Configuration Capabilities, Attachment Capabilities] DOC Attach File From Template [see Attachment
If you want to use special capabilities in the UI Configuration tool (see below), you need to include one or more of the following in appropriate roles. CSTM | Customizable
Data comes in all sizes and shapes and the way we organize and sort that data isn’t always the same. Spitfire offers several tools to help you categorize and sort
The Alert Subscriptions tool allows you to set up Alerts for other users or for specific roles. Alerts show up in the user’s Watchdog Alerts part on the Home Dashboard
Questions: Video recorded on V2016 Keywords: what are roles, my contact info information
Question: I often assign the Project Manager role to users for a specific project only. But sometimes, I don’t want to be so limiting. If I leave the role “unassigned” will
This report shows which Contacts have been given specific roles and how many times (because roles limited by conditions can be granted more than once). Note: although the image above
This report lists the role capabilities and permissions granted to Contacts. Note: although the image above does not show the Output drop-down, you can select an output method (PDF/Excel/CSV) for this
