Add data to a custom contact file

You can fill custom contact files using the properties of organisations, purchase and sales relations, etc., depending on which files are selected in the environment settings.

To add data to a custom contact file:

Directly to

  1. Custom contact files
  2. Activate a custom contact file
  3. Add a custom contact file
  4. Place custom fields on a tab
  5. Authorise a custom contact file
  6. Add data to a custom contact file
  7. View a custom contact file
  8. Change the master file for a custom contact file
  9. Import a custom contact file
  10. Configure the display of the custom contact file in InSite