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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.

Directly to

  1. Record a dossier item
  2. Note (default procedure)
  3. Action
  4. Incoming mail
  5. Outgoing mail
  6. Record a dossier item using Multiselect
  7. Add a Word document to a dossier
  8. Profit Office Connector
  9. Appointment
  10. Schedule a dossier item as an appointment
  11. Sub-dossier item

Process

Dossiers