Organisations in InSite

You use the Organisations menu function to open an overview of all organisations.

You can open the properties of an organisation and change it if necessary.

Description

You open the properties of a specific organisation from the overview of all organisations. You can use the quick filter to search for the correct organisation. You can also add and change an organisation.

Procedure
  • Add an organisation

    You can add an organisation in InSite.

  • Add an organisation based on an input form

    If you are processing an input form for a new organisation, you can immediately add this organisation in Profit CRM.

  • Change an address

    You can adjust the (postal) address of the organisation. You can apply this change immediately or have it take effect on a fixed date (in the future).

  • Add a contact to an organisation

    You can add a contact person for the organisation. In that case, the fields for the organisation are completed automatically.

  • Add an organisation logo

    You can save an organisation’s logo with its details.

  • Change an organisation

    You can change some data for the organisation. You can adjust the phone number or the bank account number, for instance.

  • View an organisation

    You can view the details in the properties of the organisation. For instance, you can retrieve the communication details, check the bank account number or view the logo.

  • View a dossier

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

Also see