This guide will show you how to create a custom contact list view to help create a particular report of contacts that are of a specific participant type.
First, we want to add a new participant type in Actionstep so we can select it on a contact record. Please navigate to Admin > Additonal Settings > Paticipant Types > Add Participant Type
Once the new window appears, add the title for the new participant type. We are going to use Referrals.
Select Save and once done let's move to a contact record. Once you have select a contact record, select "Edit" and his/her record should open. At the very bottom of the page you will see we now have the new "Referrals" option. Please select the check box and save.
Once complete, were are going to make a custom contact list view to show all contacts we have added as referrals. Please follow steps below.
Admin > Custom List View > Contact List Views > Create New List
Once you select create new list you will be prompt with a new page. Please name the list as you please, add a description if you like also make sure you select the system roles who should be able to see this report.
Now comes the very important part. We are now selecting what we want to see in this report. Right now all we want to show is all customers in our database who were referred. All we want to do is navigate to the very bottom to "Specific Default Participant Type" and select "Referrals" and then save.
Once saved another window will appear with columns you can add or remove, but for now let's just go ahead and select "Preview" in the top right corner of the page. Once the page loads you will now see all contacts in Actionstep that you have deemed a "Referral" in your system.
For quick access please hover over "Contacts" at the top of the page and you should see a new option for the list you created.