Introduction to Participant Custom Data

Created by Allison Cloyd, Modified on Tue, 17 Jan 2023 at 09:00 PM by Robert Butler

Overview

Participant Custom Data allows you to create custom data for participants on matters. This can be useful in a situation where, if you want to collect additional information regarding a client and those fields are not in the contact record, then you can create your own custom fields.

For example, if a client has a Customer Number or a Tax Number that never changes and will be used across a variety of matters, you can create a custom data field so that this data can be stored against the contact itself.

Participant Custom Data is available for any participant type in Actionstep and can be used system-wide or limited to the use in a matter.

 

What can you do with Participant Custom Data?

  • Create merge fields that can be user on document /email templates.
  • Add to matter overview screens, so that you can see the details on the matter.
  • Add to list views for reporting.

 

WARNING: Participant Custom Data cannot be used in Zapier.

 

Accessing Participant Custom Data

Participant custom data can be accessed by:

  1. Click on Admin.
  2. Scroll down to the Additional Settings tile.
  3. Click edit in the participant types section.
  4. Under the Data Field Count column you will be able to see how many custom data fields each participant type has.

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