Overview pages based on other overviews
You can create your own overview pages based on other overviews (views) of the parts in Financial, Order Management, Subscriptions, Projects and Courses.
You can use the following templates to create a new (personal) overview page:
Template |
Behaviour |
Page type |
Portal type |
'LH'/VAT declarations (Profit) |
Overview |
'LH'/VAT declaration (Profit) |
InSite portal |
Invitee appointment |
Overview |
Calendar |
InSite portal |
Debtor subscriptions |
Overview |
Subscription |
InSite portal |
Subscription lines |
Overview |
Subscription line |
OutSite portal |
Bank account numbers |
Overview |
Bank account number |
InSite portal |
Surveys to be completed |
Overview |
Competence management |
InSite portal |
Relationships |
Overview |
Contact person |
InSite portal |
Sessions per course event |
Overview |
Course event |
InSite portal |
My sessions |
Overview |
Course event |
InSite portal |
Teachers per course event |
Overview |
Course event |
InSite portal |
Participants |
Overview |
Participant |
OutSite portal |
Contact dossier |
Overview |
Dossier |
InSite portal |
Dossier responses |
Overview |
Dossier |
InSite portal |
Sub-dossier |
Overview |
Dossier |
InSite portal |
Creditors dossier |
Overview |
Dossier |
InSite portal |
Subscription dossier |
Overview |
Dossier |
InSite portal |
Product dossier |
Overview |
Dossier |
InSite portal |
Responses for a dossier |
Overview |
Dossier |
OutSite portal |
Product dossier |
Overview |
Dossier |
OutSite portal |
Sessions per event |
Overview |
Event |
OutSite portal |
Debtor invoices |
Overview |
Invoice |
InSite portal |
Creditor invoices |
Overview |
Invoice |
InSite portal |
Creditor financial entries |
Overview |
Financial entry |
InSite portal |
Financial entries |
Overview |
Financial entry |
InSite portal |
Debtor financial entries |
Overview |
Financial entry |
InSite portal |
Purchase invoices |
Overview |
Purchase invoice |
InSite portal |
Outstanding invoice items |
Overview |
Purchase invoice |
InSite portal |
Outstanding creditor items |
Overview |
Outstanding item |
InSite portal |
Relationships (organisation/person) |
Overview |
Organisation/person |
InSite portal |
Packing slips |
Overview |
Packing slip |
OutSite portal |
Picking slip lines |
Overview |
Packing slip |
OutSite portal |
Parts per assembled item |
Overview |
Product |
InSite portal |
Products per product group |
Overview |
Product |
InSite portal |
Parts per assembled item |
Overview |
Product |
OutSite portal |
Units |
Overview |
Product |
OutSite portal |
Parts per assembled item (Portal) |
Overview |
Product |
OutSite portal |
Dimensions per product |
Overview |
Product |
OutSite portal |
Ladder prices per product (portal) |
Overview |
Product |
OutSite portal |
Dimensions per product |
Overview |
Product |
InSite portal |
Ladder prices per product |
Overview |
Product |
OutSite portal |
Products per product group (portal) |
Overview |
Product |
OutSite portal |
Ladder prices per product |
Overview |
Product |
InSite portal |
Units |
Overview |
Product |
InSite portal |
Products per product group |
Overview |
Product |
OutSite portal |
Invoice instalments |
Overview |
Product |
InSite portal |
All alerts |
Overview |
Alert |
InSite portal |
My alerts |
Overview |
Alert |
InSite portal |
Sales order lines |
Overview |
Sales order |
OutSite portal |
Sales orders |
Overview |
Sales order |
OutSite portal |
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