Import a deviating issue method

You can also import the supply type for each specific report type and for each organisation/person. The import includes the Issue method and Contact fields, among others.

If the menu selection is not visible, you must authorise this (or have it authorised) first. You can find the menu option using the same path as in the Start menu.

You can import the preferred issue method and the general contact using the regular organisation import.

To import a supply type and contact per specific report type:

  1. Go to: CRM / Management / Import / New/change issue.
  2. From here, follow the standard import wizard procedure.

Directly to

  1. Configure e-mailing and printing for a sales contact
  2. Change/add reports
  3. Authorisation for e-mailing reports
  4. Set the e-mail server and sender
  5. Change a message template
  6. Configure e-invoicing
  7. Set default reports in a sales contact profile
  8. Set a general preference for e-mailing or printing and a general contact for a sales contact
  9. Record a deviating issue method and/or contact per report type
  10. Record a CC recipient per report type
  11. E-mail and/or print a report (usage)