Record incoming mail

You can add incoming items (e.g. PDF documents and scanned letters) to the dossier of organisations and persons. This way you can retrieve these dossier items at a later moment.

To record an 'Incoming mail' dossier item:

1. Go to: CRM / Organisation/person / Organisation/person.
2. Select the organisation/person.
3. Click on the action: File item(s).
4. Select the dossier item typeIncoming mail.
5. Click repeatedly on: Next. 
6. Enter the description. 
7. Click repeatedly on: Next. 
8. Click on: File to add a quotation, for example.
9. Go to: the location.
10. Select the file.
11. Click on:Open.
12. Click on: Finish. 

To view a dossier item:

You can always find an incoming dossier item in the dossier of the relevant organisation/person.

1. Go to: CRM / Organisation/person / Organisation/person.
2. Open the properties of the organisation.
3. Go to the tab:Dossier.

   You can see the quotation that has just been added.

   

4. Open the properties of the dossier item..
5. Go to: Actions (F8) / Open attachment.

   The quotation is opened.