Address overview including history in InSite

In the CRM cockpit, you can add an overview of the addresses and history of organisations/persons. You add a separate overview for addresses of contact persons.

To add an address overview as a page part:

In this example we add the Adressen overview in the properties of the organisation. You can also add this overview for persons and contact persons.

1. Log on and start Site management.
   1. Open the site.
   2. Log on with the username and password.
   3. Click on: OK.
   4. Click on the user name at the top right.

      

   5. Click on: Site management.

2. Click on: Relations.
3. Click on: Organisations.
4. Open the properties of the organisation..
5. Click on: Edit (in the Page frame).
6. Click on: Layout in the Display frame.
7. Click on: New.
8. Click on: Onderdeel uit bestaande pagina.
9. Enter the title, such as Address overview.
10. Select the page type Address.
11. Select the page Adressen (organisatie/persoon).
12. Select the component. Overview.
13. Click on: Create.
14. Drag the overview to the correct place.
15. Click on: Publish.
16. Click on Yes in the message.

You can also display an overview as a link under Go directly to.