View custom contact files in InSite

You can view custom contact files in InSite.

A custom contact file in Profit is for example a custom Relatiegeschenken tab for an organisation (or person, contact, etc) with details about several promotional gifts. You can view these details in InSite.

The custom contact file must be added in Profit and configured for InSite.

Tov iew a custom contact file in InSite:

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

    InSite may have been configured differently for you, in which case the description of the menu item may deviate.

  5. Click on: the file where the custom contact file has been made visible. This can be at the Organisation, Person, Contact, Purchase contact, Sales contact or Employee level.
  6. Open the properties of the relation.

    You see the details in the custom contact file section.

Directly to

  1. Organisations, persons and contacts in InSite
  2. Configure InSite CRM
  3. Organisations in InSite
  4. Persons in InSite
  5. Contacts in InSite
  6. View the custom contact file in InSite
  7. Conduct surveys in InSite