View the dossier for an organisation in InSite

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

To view an organisation 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: Organisations.
  6. Open the properties of the organisation..
  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. Organisations in InSite
  2. Add an organisation
  3. Add an organisation based on an input form
  4. Change an address
  5. Add a contact to an organisation
  6. Add an organisation logo
  7. Change an organisation
  8. View an organisation
  9. View a dossier