Activate CRM InSite pages

For the CRM portal, you activate Contacts, Organisations/Persons, Purchase contacts and Sales contacts page types.

In InSite, there is a difference between the views for purchase/sales contacts and creditors/debtors. You can add the Purchase contacts and Sales contacts page types to the CRM portal and the Creditors and Debtors page types to the Financial portal page. The Purchase contacts page type displays all the purchase contacts, whereas the Creditors page type only displays purchase contacts that are creditors. The Sales contacts page type shows all sales contacts, whereas the Debtors page type only displays sales contacts that are debtors.

To activate InSite CRM/Relations page types:

1. Open Profit.
2. Go to: General / In & OutSite / Site.
3. Open the properties of the site.
4. Go to the tab: Page types.
5. Select the Activated check box after Contact persons and Organisations/Persons.
6. Select the Activated check box after Purchase contacts and Sales contacts.
7. Click on: OK.