View a dossier item in the central dossier view

Profit has a special view with all dossier items.

Shown here are: Appointment (Profit), Financial report, etc. plus all dossier item types that you add yourself.

There are number of dossier item types that you cannot see in the central dossier view, including: Pay slip, Annual statement, Document (Caseware). You can find these at the destinations on the Dossier tab, if applicable.

To view the central view with dossier items:

  1. Go to: CRM / Dossier / Dossier.
  2. If you have sufficient rights, change the view if necessary to make the correct fields visible.
  3. Complete a quick filter to view only certain dossier items.

Directly to

  1. Central dossier view
  2. View a dossier item in the central dossier view
  3. Follow up on an Action dossier item
  4. Progress in Totalizer