By default, when you create a non-individual contact (e.g., a contact for a company or organization), the system only allows you to add a single email address / phone number to the contact card. However, an admin can set this up to allow multiple addresses and phone numbers.
To do this:
- In Practice Management, go to Admin > Additional Settings. The Additional Settings page appears.
- Click Edit next to Participant types. The Participant types page appears.
- In the Type Name column, find the non-individual contacts. This might be Non-Individual, Company, Organization, etc.
- Click the number in the Panel Count column for that participant type. The Edit Panels for [Type] Contacts window appears.
You will now be able to remove or add access to parts of the contact form.
- At the bottom of the list of panels, click Add Row. A new row is added to the list.
- Click the drop-down arrow for the new panel and choose Additional Contact Information.
- Using the Column and Row fields, choose where the Additional Contact Information section will appear on the Create Contact page.
- When you're finished, click Save.
Now, when you are adding or editing the company/organization information in the contact form, the Additional Phone & messaging information section will be available.
Related Articles:
- About Contacts in Actionstep
- Getting to Know the Contact Card
- Adding a Contact
- Editing a Contact
- Creating Contact List Views
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