Change an organisation in InSite

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

To change an organisation:

  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. Click on the action: Modify.
  8. Click on: Modify after the field that you want to change.
  9. Change the fields.
  10. Click on: Modify.

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