Types that can be recorded externally

If a dossier item type is visible for an external user, you can link other dossier item types to it. You can only link types for which the To be recorded by external user check box has been selected. In addition, the Cause field on the General tab of the type to be linked should be selected.

Example:

For a dossier item of the type Declaration, you must be able to submit the following:

• Question regarding the declaration
• General question
• Complaint

To record an external dossier item type:

1. Go to: CRM / Dossier / Configuration / Dossier item type.
2. Open the properties of the dossier item type. for which you want to be able to submit other types.
3. Go to the tab: To be recorded in OutSite.
4. Click on: New.
5. Select one or multiple dossier item types.
6. Click on: Finish.

You can delete the link subsequently using the Delete action on the To be recorded in OutSite tab.

Note:

Before you can use the dossier item type on the website, you first have to activate it in the site properties.