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Add a dossier item type for organisations, persons and contacts

You can only submit a dossier item via InSite for organisations, persons and contacts, if the dossier item type is available in InSite.

To make an InSite dossier item type visible:

  1. Go to:  CRM / Dossier / Configuration / Dossier item type.
  2. Open the properties of the dossier item. InSite dossieritem.
  3. Go to the tab: Destination.
  4. Click on: Cltr+S.
  5. Select the desired destinations.
  6. Click on the action: Optional.

    You can submit this dossier item type for the selected destinations.

  7. Click on: OK.
  8. Go to the tab:  In & OutSite.
  9. Select the Visible check box in the InSite frame.
  10. Complete the Plural description field.

    This description must be unique; if it is not, a message appears. You cannot use invalid characters, such as ‘(‘, in the description. If you do, a message appears specifying the invalid character.

  11. Click on: OK.

You now need to activate the dossier item type for use on the site.

See also

Directly to

  1. Configure a dossier for InSite
  2. Add a dossier item type
  3. Features of a dossier item type
  4. Feature group
  5. Add source data
  6. Add a response template
  7. Add an action type
  8. Add a dossier item page in InSite
  9. Set up the display of a user image in a response
  10. Add a dossier item overview in InSite
  11. Link a print report to a dossier type
  12. Add a dossier item type for organisations, persons and contacts
  13. Submit a dossier item with a completed Employee destination

Process

Configure a dossier for InSite