Adding Additional Phone & Messaging Information to Contacts

Modified on Mon, 16 Jan 2023 at 03:13 PM

You may have noticed when creating a Company Contact you cannot add more than one email address and/or phone number to the contact form.

With these setting changes below you can add multiple contact information.

  1. Go to "Admin" (top right of your Actionstep home page)
  2. Scroll down and click on "Additional Settings"
  3. Click "Edit" on Participant Types
  4. Scroll down the page until you find "Company" or "Organization" 
  5. Under the Column Panel Count click on the number (as below)
    Participant type settings in the Actionstep Admin interface
  6. You will now be able to remove or add access to parts of the contact form.

To add additional Contact information (Extra email address and phone numbers):

  1. Scroll down and click on "Add Row"
  2. Select "Additional Contact Information"
    Adding the additional contact info column in the admin interface
  3. You can also adjust the column and row so that you can choose where the Additional Contact Information will appear when adding a contact.
  4. Click "Save".

Now when you are adding/editing the Company/organization in the contact form you will see the Additional Phone and messaging information section.

The additional info section in the create contact screen

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