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Adding and Removing Panels from Participant (Contact) Overviews (Admin)

You can customize the information that is displayed on a contact's Overview page (similar to the panels available on a matter's Overview page).

These can be changed for each participant type (e.g., individual vs. non-individual or company) so that you only show information you need for that type of participant. For example, you might want to see the purchase terms for a supplier but not want matters/actions they are assigned to. Or, you might want to see the documents and notes associated with a client but not the roles of that contact.

 

Adding a New Participant Panel

To add a new panel to the contact record:

  1. In Actionstep Practice Management, go to Admin > Additional Settings. The Additional Settings page appears.
  2. Click Edit in theParticipant types section. The Participant Types page appears.
  3. Find either the Individual or Non-Individual (or Company)participant type.
  4. Click the number in the Panel Count column.
    The Edit Panels for [Participant Type] Contacts window appears, showing a table of all of the panels currently being used for this participant type.
  5. Click Add row.
    A new row of options is added to the table.
  6. Click the drop-down list in the Panel column and choose the panel you would like to add (see Available Participant Panels, below, for a description of what's available). You can choose where on the contact's Overview page the panel is displayed by using the Column and Row drop-down lists.
  7. Click Save to save your changes.

 

Removing an Existing Participant Panel

You can remove panels that are currently being used on the contact's Overview page.

To do this:

  1. In Actionstep, go to Admin > Additional Settings. The Additional Settings page appears.
  2. Click Edit in the Participant types section. The Participant Types page appears.
  3. Find either the Individual or Company (or Non-Individual) participant type.
  4. Click the number in the Panel Count column.
    The Edit Panels for [Participant Type] Contacts window appears, showing a table of all of the panels currently being used for this participant type.
  5. Find the panel you want to remove and click its X icon.
  6. Click Save to save your changes.

 

Available Participant Panels

Panel Name Information Displayed in the Panel
Identity

Shows:

  • Display Name
  • Preferred Name
  • Participant ID
  • Base Participant Type
Address Lists (in different columns) the contact's physical and mailing address.
Phone & Messaging

Shows:

  • Fax
  • Txt/SMS
  • Primary Email
  • Website
 Additional Contact Information If you have added any further contact information like secondary email address, Facebook profile, etc., it will be shown here. 
Personal Details 

Shows:

  • Gender
  • Birthday
  • Employer
  • Marital Status
  • Occupation
Miscellaneous

Shows:

  • Tax Number
  • Email Format
  • Message Reference
Matters (Could be called Actions) Displays a list of all matters that are open and assigned to the contact.
Related Contacts Lists all related contacts, what type or relation they are, and if it is a forward or reverse relationship.
Roles Shows the roles that this contact has been assigned within matters.
Documents Shows any documents associated with the contact, including name of the document, when it was created, and by whom.
Notes Lists any notes entries made against the client.
Actionstep Logins Lists the contact's log-in setup for the database you are currently logged into.
Tags Lists any tags that you have associated with this contact.

See Working with Tags (Admin) for more information.
Sale Terms
  • Billing preferences
  • Payment terms
  • Finance Charge percentage
  • Credit Limit in $
  • Discount in $
Sale/Purchase Shipping Address  Shows the shipping address that will be sent for sale purchase documents such as invoices and purchase orders.
Purchase Terms

Shows:

  • Payment terms
  • Finance Charge percentage
  • Credit Limit in $
  • Discount in $

 

Additional Resources:

Updated