View the dossier for a contact person in InSite

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

To view a contact person dossier:

  1. Open the site.
  2. Log on with the user name and password.
  3. Click on: OK.
  4. Click on: Relations.
  5. Click on: Contacts.
  6. Open the properties of the contact person..
  7. Go to: the Organisation/person dossier overview.

    Here, you see the dossier of the selected organisation.

  8. Click on: a dossier item if you want to display the properties.

Directly to

  1. Contact persons in InSite
  2. Add a contact person
  3. Add a contact person based on an input form
  4. Change an address
  5. Change a contact person
  6. View a contact person
  7. View a contact person dossier