Contact persons in InSite

You use the Contacts menu function to open an overview of all contact persons.

Description

From the overview of all contact persons, you open the properties of a specific contact person. You can use the quick filter to search for the correct contact person.

From the properties window, you can submit a dossier item for the contact person.

Under the Go directly to button, you can open the links for the contact person. Possible links are:

  • Organisation
  • Person
Procedure
  • Add a contact person

    You can add a contact person in InSite.

  • Add a contact person based on an input form

    If you are processing an input form for a new organisation, you can also add the person in Profit CRM immediately.

  • Change an address

    You can adjust the (postal) address of the contact person. You can apply this change immediately or have it take effect on a fixed date (in the future).

  • Change a contact person

    You can change some data of the contact person. You can adjust the address or the phone number, for instance.

  • View a contact person

    You can view the details in the properties of the contact person. For instance, you can retrieve the communication details or check the bank account number.

  • View a contact person dossier

    Profit comes standard with an overview of the dossier of the selected contact.

Also see