Setting Contact Type Mappings in System Preferences (Admin)

Actionstep has special participant types that affect how it deals with certain roles, like customer, bank, supplier, and sales person. Each has its own default value but you can override these defaults and map them to a specific participant type that better suits your needs.

To set your contact type mappings:

1. In Actionstep, go to Admin > General Settings. The System Preferences page appears.
2. In the Contact type mappings section, enter the following information:
   • Customer: Specify the participant type that bills will be addressed to when you bill a matter. For example, if you set this to Accountant, any time you bill a matter, the contact that is loaded against the Accountant participant type will be billed. (The default value for this field is the Client participant type.)
   • Bank: Specify the participant type that will be assigned to bank records in Actionstep. Contacts who have this role or participant type set for them can be assigned as the bank contact when populating bank details on a business or trust bank account. For example, if you set this to Financial Institution, when you select a contact to be the Bank contact record on your bank account on your Accounts list, you will only see contacts that have been marked as Financial Institution. (The default value for this field is the the Bank participant type.)
   • Supplier: Specify which contacts in your system are suppliers or vendors. For example, if you set this to Manager, when you pay a supplier or vendor invoice, you will be prompted to choose if the payment is to the Multiple Managers, Manager, Matter, or Manager Invoice. (The default value for this field is the Supplier participant type.)
   • Sales Person: Specify which person on the matter will be added as the Sales Person on an invoice when you bill a matter. The sales person on an invoice is used to report on the KPI function in Actionstep. KPIs can be set to the number of actual hours, billable hours, and a sales amount. The amount would be calculated from the total invoice amount for a system user where they are sales person on an invoice. (The default value for this field is the Salesperson participant type.)
3. When you're finished making your changes, click Save.

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