View the dossier for a person in InSite

Profit comes standard with an overview that shows the dossier of the selected person.

To view a 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: Persons.
  6. Open the properties of the 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. Persons in InSite
  2. Add a person
  3. Add a person based on an input form
  4. Change an address
  5. Add an image
  6. Change a person
  7. View a person
  8. View a dossier