1. Tips and Tricks (from Spitfire Development) Presenter: Stan York
Client Webinar Series
Time to Reach New Heights
Tips and Tricks (from Spitfire Development) Presenter: Stan York
December 8, 2016

2. Tips and Tricks Objective: Work Smart!
Sign In With Google (Google Authentication)
Not a link to your Google account info
Must have Spitfire ID and Password first to associate with your Google account
So, it’s not like every Google user can log in

3. Tips and Tricks Objective: Work Smart! Filters
Available as fields on top and also as in-column drop-downs
Clear this filter and Clear all filter options
Combine filters for better results

4. Tips and Tricks Objective: Work Smart! Maximize and Search Grids
Maximize View (shows up to 100 rows per page)
Ctrl+F to search

5. Tips and Tricks Objective: Work Smart! Contact Extra
While in Contact Details for a person, add a photo by clicking on silhouette

6. Tips and Tricks Objective: Work Smart! Contact Extra
For Employees, add an HTML or graphic signature. It can appear in bookmark templates.
Similarly, add logos for your Company Divisions

7. Tips and Tricks Objective: Work Smart!
Certain Grid Columns (on Home, Executive, Catalog and Project Dashboards)
On in-column drop-down menu
See default descriptions in Column Information
Temporarily show and hide columns
Export current column data to Microsoft Excel

8. Objective: Work Faster!
Tips and Tricks
Objective: Work Faster!
Home (Action) Inbox – Release this and all eligible docs
Docs is a link to open the list of docs that are “eligible”
Infopop – opens Additional Info which also includes link to report on who has accessed the document

9. Objective: Work Faster!
Tips and Tricks
Objective: Work Faster!
Dashboards
Click Part title bar to open or close the part (SF will remember even when you log out)

10. Objective: Work Faster!
Tips and Tricks
Objective: Work Faster!
Project Dashboard Doc Type Menu
Click the Title bar and enter a letter to go to that part of the list

11. Objective: Work Faster!
Tips and Tricks
Objective: Work Faster!
Addresses
Very flexible: type ZIP code in City and tab, or type city in ZIP code field for drop-down list
In all autocomplete fields, just Tab or Enter to select highlighted (or only) choice
In some browsers, Esc key will undo the entry and an X in the field will clear it.

12. Objective: Work Like a Pro!
Tips and Tricks
Objective: Work Like a Pro!
Site Photo
Just Drag and Drop new photo to part
Conditions
Change ZIP code right from part

13. Objective: Work Like a Pro!
Tips and Tricks
Objective: Work Like a Pro!
Anywhere
Highlight what you want to copy
Ctrl+P to print what is highlighted – even “print’ to PDF

14. Objective: Work Efficiently!
Tips and Tricks
Objective: Work Efficiently!
Document Attachments
Click Cataloged date to displays a table of recent history

15. Objective: Work Efficiently!
Tips and Tricks
Objective: Work Efficiently!
Document Attachments
Just click in Note to add or edit a Note for the file

16. Objective: Work Efficiently!
Tips and Tricks
Objective: Work Efficiently!
Document Attachments
Preview Assembled Content or Attach it to document

17. Objective: Work Efficiently!
Tips and Tricks
Objective: Work Efficiently!
Document Routes
Build Route can be used with existing predefined route to add or insert new routees

18. Objective: Work Efficiently!
Tips and Tricks
Objective: Work Efficiently!
Document Routes
Ins notes are added to default outbound
Preview by clicking on icon on next route

19. Objective: Work Efficiently!
Tips and Tricks
Objective: Work Efficiently!
Date Tab on Documents
Use Done checkbox to stop Alerts related to dates

20. Objective: Work Efficiently!
Tips and Tricks
Objective: Work Efficiently!
For System Admins
Links at bottom of document take you to UI Configuration or Code Maintenance tool for easier configuration.
Click on field to see links and field information.

21. Objective: Work Efficiently!
Tips and Tricks
Objective: Work Efficiently!
WCC Info
Double-Click next to Powered by Spitfire logo at bottom of document or dashboard. Info is helpful to Spitfire Support.

22. Objective: Work Efficiently!
Tips and Tricks
Objective: Work Efficiently!
Client Side Validation and UI Extensions
On certain fields
Ask us if interested (programming required)

23. Objective: Work Intelligently!
Tips and Tricks
Objective: Work Intelligently!
Custom Tabs
Can show reports, include buttons to other views, or links to documents

24. Objective: Work Intelligently!
Tips and Tricks
Objective: Work Intelligently!
Preset Search Tabs
For certain files or documents - or your frequent Catalog search
We can help with setting up Preset Searches ($300 each till end of 2016)

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Empower Your Spitfire Team
January 12th – 1:00 pm EST
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