Contact Card Overview

Modified on Thu, 26 Jan 2023 at 05:57 PM

This article will give you an overview of what you will see on a contact record.

Finding a Contact

To find a contact, enter their name in the search bar - this can be found at the top right of your screen.

Actionstep search bar

By default, the contact record will open to display its 'Overview' tab.

contact screen on the 'overview' tab

Overview

This tab will display all of the participant panels configured for the specified participant type.

contact screen on the 'overview' tab

Matters

This tab displays all of the matters that the contact record is associated with. This list functions like any other list view, and the default filter is set to only display open/active matters. You can clear this filter to see all the matters this contact record has ever been associated with, even the closed matters.

contact screen in the 'matters' tab

Notes

In this tab, you are able to add notes against the contact record. These notes behave like file notes, except they are not associated with any matter in particular, but rather the contact record itself.

If there are any notes loaded against a contact record, the contact record cannot be deleted until the notes are deleted.

contact screen in the 'notes' tab

Documents

In this tab, you can upload documents to be stored against the specified contact record. This may include employee agreements or medical files.

contact screen in the 'documents' tab

Roles

This section lists all of the roles that have been assigned to this contact record. Roles help to categorize contact records for the purposes of searching and filtering. Also, they can be used to configure permissions if the specified contact record belongs to a 'System User'.

contact screen in the 'roles' tab

Accounting

In this tab, you can optionally enable debtor/creditor preferences for the specified contact record. Through these preferences, you can set payment terms specific to the client, along with credit limits and bank account numbers.

contact screen in the 'accouting' tab

 

Additionally, you can set rate sheet overrides for the specified client.

rate sheet overrides in the 'accounting' tab on a matter

Logins

This section will only be relevant if the contact record has been created for a 'System User'. It will list all of the logins that this contact record has been associated with.

contact screen in the 'logins' tab

Portal

This section lists all of the portals that the specified contact record has been granted access to.

Marketing

This section will only be relevant if you are using marketing activities and lists all marketing and sales activities that the specified contact record has been associated with.

Participant Email

An email box showing all emails received from and sent to this contact. 


Related Articles:

Was this article helpful?

That’s Great!

Thank you for your feedback

Sorry! We couldn't be helpful

Thank you for your feedback

Let us know how can we improve this article!

Select atleast one of the reasons
CAPTCHA verification is required.

Feedback sent

We appreciate your effort and will try to fix the article