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

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

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

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

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

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

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

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

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)

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

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.

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

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

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

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

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

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

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

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

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.

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.

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

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

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)

Have a topic you’d like included in an upcoming Webinar? Next Topic Empower Your Spitfire Team January 12th – 1:00 pm EST Have a topic you’d like included in an upcoming Webinar? Send your suggestion to dmcgovern@spitfiremanagement.com