Add a department as a contact

You can add a specific department as the contact for an organisation.

You also use this to register a delivery address for your own organisation, so you can let the purchase contact know the delivery address in a purchase order.

Note: 

For persons, you cannot add departments on the Contact tab. This is only possible for organisations.

Example: 

In the 'Karton BV' organisation, you are in contact with the 'Expeditie' department, which has a different address.

To add a contact of the Department type (or Delivery address) to an organisation:

  1. Go to: the organisation to which you want to add the contact, for example by selecting CRM / Organisation/person / Organisation/person.
  2. Open the properties of the relevant organisation, in this example .
  3. Go to the tab: Contacts.
  4. Click on: New
  5. Select the type of the contact you want to add, in this case Department with organisation.

    (In the case of a delivery address, select Delivery address).

  6. Click on: Next
  7. Enter the name of the department in Contact department. For example, Afdeling inkoop.

    (Or Afleveradres bedrijfsbureau).

  8. If necessary, select a different address. Initially the data of the organisation is displayed.
  9. For the contact of the Department type, specify if correspondence should be sent to the address and whether a preference for a medium to use for the correspondence has been indicated.
  10. Click on: Finish

Directly to

  1. Organisations and persons
  2. Set additional fields
  3. Organisations, persons and contacts in InSite
  4. Organisation
  5. Person
  6. Contact person
  7. Add a department as a contact
  8. View links