Overview of bank/giro numbers in InSite

You can add an overview of the bank/giro numbers.

To add a bank/giro number overview:

In this example you add the Bank-girorekeningen overview to the properties window of the persons. You can also add this overview to organisations.

  1. Log on and start Site management.
  2. Click on: Relations.
  3. Click on: Persons.
  4. Open the properties of the person.
  5. Click on: Edit (in the Page frame).
  6. Click on: Properties.
  7. Scroll to the bottom of the properties screen.
  8. Click on: New under Related references.
  9. Select the page Bank-girorekeningen.
  10. Select Go directly to for Place in group.
  11. If you want, you can enter a deviating text for the related reference.

    You can also select a deviating image.

  12. Click on: Create.
  13. Click on: Publish.
  14. Click on Yes in the message.

You can also add the overview as a part of the properties page.

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