Setting Up Contact Gender Classifications (Admin)

Modified on Thu, 7 Aug at 3:37 PM

By default, Actionstep includes three gender classifications for contact records: male, female, and unspecified. Depending on the jurisdictions you operate in, you may require additional gender classifications. An admin user can set these classifications up in Settings.

To set up gender classifications:

In Practice Management, go to Admin > Additional settings. The Additional Settings page appears.
Click Edit in the Gender classifications section. The Gender Classifications page appears.
Click Add gender. The Contact Gender Classification window appears.
Enter a Gender classification name.
Click the Pronoun type drop-down list and choose the appropriate pronoun group for your classification. Your options include:
- Neutral: They/Their
- Male: He/His
- Female: She/Her
Click Save to save your changes.

NOTE: When creating documents and emails in Actionstep, you can insert the correct pronouns for your contacts using merge fields. To learn more, see Using Merge Fields to Insert Pronouns.

You can also use merge fields to insert a contact's gender. These fields are:
• Gender|pt=Client will display M for male, F for female, and X for other classifications.
• Gender|pt=Client|fm=Full will display Male, Female, and Non-Binary for other classifications.