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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 the Participant types section. The Participant Types page appears.
  3. In the Type Name column, find either the Individual or Company (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. (See the Note just below to learn how to use the options on this window to choose where panels are placed on the contact record.)
  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. (See the Note (below) to learn more.)
  7. Click Save to save your changes.

Note: When you first view the Edit Panels window, it helps to understand how the information you're viewing relates to a contact record. In the example below, the Panel column shows the name of the panel that is currently displayed on the contact card. The Column column indicates whether the panel is in the left or right column of the contact card. The Row column indicates the order the panels are listed in that column. (If you need to move a panel up or down, you can adjust the numbering in this Row column.) 

 

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 Practice Management, 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 type of participant.
  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
  • Display Name
  • Preferred Name
  • Participant ID
  • Base Participant Type
Address Lists (in different columns) the contact's physical and mailing address.
Phone & Messaging
  • 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 
  • Gender
  • Birthday
  • Employer
  • Marital Status
  • Occupation
Miscellaneous
  • 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.
Sales 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
  • Payment terms
  • Finance Charge percentage
  • Credit Limit in $
  • Discount in $

 

Additional Resources:

Updated