Updating/Editing Contacts

This entry is part 24 of 25 in the series Setup Guide - Contacts

Integrated Sites vs. Non-integrated Sites

If your site is integrated with an external accounting system such as Microsoft Dynamics SL or Acumatica Cloud ERP, the data source for your Contacts with a Type of Customer, Vendor, or Employee is the accounting system. As you update the data in your accounting system, the synchronization process will automatically update your Spitfire Contact records for these customers, vendors, and employees.

However not all data in the Spitfire Contact record is populated from the accounting system. For example, the Spitfire password and the vendor’s compliance items are entered directly in Spitfire, whether or not the Contact is synched with an accounting system.

On non-integrated sites, all data is entered and maintained in sfPMS.

Editing Companies

To edit a Company in sfPMS:

  1. From the Contacts dashboard, select Companies from the upper, left-hand corner.
  2. When found, click Select to open the company’s Contact Detail window.
  3. Make the necessary changes/updates.
    Note: These changes will affect all Contact records linked to this Company record.
  4. Click Save.

Editing Individual Contacts

To edit a Contact in sfPMS:

  1. From the Contacts Dashboard, select Contacts from the upper, left-hand corner.
  2. When found, select Select to open the contact’s Contact Detail window.
  3. Make the necessary changes/updates.
  4. Click Save.

Unlinking Contacts from Companies

To unlink a person from a company:

  1. From the Contacts Dashboard, select Contacts from the upper, left-hand corner.
  2. When found, select Select to open the contact’s Contact Detail window.
  3. On the General tab, remove the text in the Company field. 
  4. Click Save. The contact will no longer be associated with the company. However, the company address will remain as the contact’s address.
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