Add an organisation in InSite

You can add an organisation in InSite.

To add an organisation:

  1. Open the site.
  2. Log on with the user name and password.
  3. Click on: OK.
  4. Click on: Relations.
  5. Click on: Organisations.

    You now see the view with organisations.

  6. Click on the action: Create organisation.
  7. Complete the fields.

    You recognise the required fields based on the Ins_Organisatie toevoegen (10).

  8. Click on: Create.

The Postal address is the same as the Address. If the organisation has a deviating postal address (such as a P.O. box), you change the address in the organisation properties.

See also

  • Adjust an address

Directly to

  1. Organisations in InSite
  2. Add an organisation
  3. Add an organisation based on an input form
  4. Change an address
  5. Add a contact to an organisation
  6. Add an organisation logo
  7. Change an organisation
  8. View an organisation
  9. View a dossier