Create a menu item for sales contacts/debtors in InSite

You add the Financial menu item to the site. On this portal page, you automatically have the data for Debtors and Creditors.

To create a menu item at a higher level:

You create a menu item at a higher level, for example Financial or Logistics, to include the Debtors overview there.

1. Log on and start Site management.
   1. Open the site.
   2. Log on with the username and password.
   3. Click on: OK.
   4. Click on the user name at the top right.

      

   5. Click on: Site management.

2.  Click on: New.

   You do this at the position in the menu where you want to add a menu item.

3. Enter the description. 

   It is Financial in this example. It can also be Logistics or Subscriptions.

4. Select Refer to existing page.
5. Click on: Next.
6. Select the Relations (Organisation/person) portal page in Page.

To add the debtors overview to the menu:

1. Click on:  Add.
2. Click on:  Menu.

   

3. Click on:  New after the menu. In this example, the Financieel menu.
4. Enter Debiteuren as the description.
5. Select the Refer to existing page action.
6. Click on: Next.
7. Select the Debtors overview for Page.
8. Click on:  Add.
9. Open the properties of the Debiteuren menu item.
10. Deselect the Show in menu check box.
11. Click on:  Modify.
12. Close the menu.