Adding and Removing Panels from Participant (Contact) Overviews (Admin)

Modified on Fri, 30 Aug at 10:25 AM

In this article:


You can customize the information that is displayed on a contact's Overview page (similar to the panels available on a matter's Overview page). 



These can be changed per participant type (e.g., individual vs. non-individual or company) so that you only show information you need for that type of participant. For example, you might want to see the purchase terms for a supplier but not want matters/actions they are assigned to. Or, you might want to see the documents and notes associated with a client but not the roles of that contact.





Adding a New Participant Panel

  1. In Actionstep, go to Admin > Additional Settings. The Additional Settings page appears.
  2. Click Edit in the Participant types section. The Participant Types page appears.
  3. Find either the Individual or Non-Individual (or Company) participant type. 
  4. Click the number in the Panel Count column. The Edit Panels for [Participant Type] Contacts window appears, showing a table of all of the panels currently being used for this participant type.
  5. Click Add rowA new row of options is added to the table.
  6. Click the drop-down list in the Panel column and choose the panel you would like to add (see Available Participant Panels, below, for a description of what's available). You can choose where on the contact's Overview page the panel is displayed by using the Column and Row drop-down lists.
  7. Click Save to save your changes.

           




Removing an Existing Participant Panel

You can remove panels that are currently being used on the contact's Overview page. 


To do this:

  1. In Actionstep, go to Admin > Additional Settings. The Additional Settings page appears.
  2. Click Edit in the Participant types section. The Participant Types page appears.
  3. Find either the Individual or Non-Individual (or Company) participant type. 
  4. Click the number in the Panel Count column. The Edit Panels for [Participant Type] Contacts window appears, showing a table of all of the panels currently being used for this participant type.
  5. Find the panel you want to remove and click its X.
  6. Click Save to save your changes. 



Available Participant Panels


Panel NameInformation Displayed in the Panel
IdentityShows:
  • Display Name
  • Preferred Name
  • Participant ID
  • Base Participant Type
AddressLists (in different columns) the contact's physical and mailing address.
Phone & MessagingShows:
  • Fax
  • Txt/SMS
  • Primary Email
  • Website
 Additional Contact InformationIf you have added any further contact information like secondary email address, Facebook profile, etc., it will be shown here. 
Personal Details Shows:
  • Gender
  • Birthday
  • Employer
  • Marital Status
  • Occupation
 
Miscellaneous

Shows:

  • Tax Number
  • Email Format
  • Message Reference
Matters (Could be called Actions)Displays a list of all matters that are open and assigned to the contact.
Related ContactsLists all related contacts, what type or relation they are, and if it is a forward or reverse relationship.
RolesShows the roles that this contact has been assigned within matters.
DocumentsShows any documents associated with the contact, including name of the document, when it was created, and by whom.
NotesLists any notes entries made against the client.
Actionstep LoginsLists the contact's log-in setup for the database you are currently logged into.
TagsLists any tags that you have associated with this contact.

See Working with Tags (Admin) for more information.
Sale Terms
  • Billing preferences
  • Payment terms
  • Finance Charge percentage
  • Credit Limit in $
  • Discount in $
Sale/Purchase Shipping Address Shows the shipping address that will be sent for sale purchase documents such as invoices and purchase orders.
Purchase Terms

Shows:

  • Payment terms
  • Finance Charge percentage
  • Credit Limit in $
  • Discount in $

 



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