This article explains how to access and edit contact type mappings.
Actionstep has special participant types that affect how it deals with certain roles. Each will have its own default value but in this section you can change them to a specific participant type in your Actionstep.
|NOTE: You may not see some of these options in your Actionstep system. If you would like to see these settings, please contact Support and ask for the plug-in to be enabled.|
Accessing Contact Type Mappings
- Click on Admin.
- Select the General Settings tile.
- Scroll down to the Contact type mappings section.
- Click Save after making any changes.
Use this field set the participant type that bills will be made to when you bill a matter.
Use this field to set the participant type which can be assigned to bank records in Actionstep. Contacts who have this role or participant type set on them can be assigned as the bank contact when populating bank details on a business bank account or a trust bank account.
Use this to set which contacts in your system are suppliers or vendors.
The default value for the Supplier is the “Supplier” participant type.
Use this to set which person on the matter will be loaded as the “Sales Person” on an invoice when you bill a matter.