Participant (Contact) Panels

Created by Allison Cloyd, Modified on Sun, 22 Jan 2023 at 08:41 PM by Robert Butler

You can customize the information that is displayed in a contacts screen using participant panels, similar to the panels available on matter overviews. These can be changed per participant type 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. 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. Go to Admin.
  2. Click on the Additional Settings tile.
  3. Click Edit in the participant types section./helpdesk/attachments/150002489686
  4. Select Panel counts next to Individual or Company participant type/helpdesk/attachments/150002489687
  5. From the Edit Participant type screen click Add Row.
  6. From the Panel drop down menu choose the panel you would like to add (see below for a list the type of information you will find under each of the available panels). You can choose where on the overview screen the panel is displayed using the Column and Row drop down menus.
  7. Click Save.

           /helpdesk/attachments/150002489688

 

Available Participant Panels

Name of the panelInformation displayed in the panel
Identity
  • Display Name
  • Preferred Name
  • Participant ID
  • Base Participant Type
AddressLists under seperate columns the physical and mailing address.
Phone & Messaging
  • Fax
  • Txt/SMS
  • Primary Email
  • Website
 Additional Contact InformationIf you have added any further contact information like secondary email address, Facebook, etc. Then it will be displayed here. 
Personal Details 
  • Gender
  • Birthday
  • Employer
  • Marital Status
  • Occupation
 
Miscellaneous
  • 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.
RolesThe roles that this contact has been assigned within matters.
DocumentsAny documents loaded under the contact including name of the document, when it was created and by whom.
NotesListing any notes entries made against the client.
Actionstep LoginsListing the login's setup for this contact to the database you are currently logged into.
TagsListing any tags that you have associated with this contact.
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
  • Payment terms
  • Finance Charge percentage
  • Credit Limit in $
  • Discount in $

 

Removing an existing Participant Panel

  1. Follow steps 1-4 from the adding a new participant panel section above.
  2. Click on the "X" of the panel that you want to remove.
  3. Click Save./helpdesk/attachments/150002489689


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