Adding a Contact

Created by Allison Cloyd, Modified on Mon, 16 Jan 2023 at 10:31 PM by Kylie Mitchell

This article will walk you through how to create a contact.

  1. To create a Contact Record, start by clicking on the "Global Create Button"

    Home screen of the Actionstep user interface with the globa create button highlighted

  2. Then, from the menu that opens, click on "Contact"

    The Actionstep global create menu with the 'Contact' menu item circled

  3. Select the "Identity Type" dropdown and choose whether the contact is an Individual (eg. a client or attorney) or a Company (eg. client organization, bank, etc).

    The 'Identity' dropdown on the 'Create Contact' screen

  4. Fill in the following details:
    1. Identity and Personal Information (For Individual only)
    2. Phone and Messaging Details
    3. Additional Phone and Messaging Information
    4. Physical Address
    5. Mailing Address
    6. Miscellaneous Information  - (GST#/VAT# for Company & IRD#/NI# for Individual)
    7. Add Relationships -  This is a relation between two different contact records. Relationships on contact records are bi-directional, and you can set these up in pairs as 'forward' and 'reverse' relationships.

      The 'Relationships' section on the 'Create Contact' screen

  5. Select Default Contact Types. You can specify what type of contact you are adding here. When creating a workflow, you can choose to restrict parties to a particular contact type.

    The 'Default Contact Types' section on the 'Create Contact' screen

  6. Click "Save".

 



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