Dossier type
You can select the file type when you create a dossier for the Contacts data record type. If you leave the field empty, then a suitable option is inserted automatically depending on the contact type. For details, see the following table.
Option | Description |
|---|---|
Dossier | The dossier contains the data records which are linked with the open contact. The Dossier option is inserted automatically for individual contacts if you leave the field empty. |
Overall dossier | Only applies for the organization and contact person contact types. The overall dossier contains the data records which are linked with the open contact or with a parent or child contact. The Overall dossier option is inserted automatically for organizations and contact persons if you leave the field empty. |