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
- In Actionstep, go to Admin > Additional Settings. The Additional Settings page appears.
- Click Edit in the Participant types section. The Participant Types page appears.
- Find either the Individual or Non-Individual (or Company) participant type.
- 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. - Click Add row.
A new row of options is added to the table. - 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.
- 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:
- In Actionstep, go to Admin > Additional Settings. The Additional Settings page appears.
- Click Edit in the Participant types section. The Participant Types page appears.
- Find either the Individual or Non-Individual (or Company) participant type.
- 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.
- Find the panel you want to remove and click its X.
- Click Save to save your changes.
Available Participant Panels
| Panel Name | Information Displayed in the Panel |
| Identity | Shows:
|
| Address | Lists (in different columns) the contact's physical and mailing address. |
| Phone & Messaging | Shows:
|
| Additional Contact Information | If you have added any further contact information like secondary email address, Facebook profile, etc., it will be shown here. |
| Personal Details | Shows:
|
| Miscellaneous | Shows:
|
| Matters (Could be called Actions) | Displays a list of all matters that are open and assigned to the contact. |
| Related Contacts | Lists all related contacts, what type or relation they are, and if it is a forward or reverse relationship. |
| Roles | Shows the roles that this contact has been assigned within matters. |
| Documents | Shows any documents associated with the contact, including name of the document, when it was created, and by whom. |
| Notes | Lists any notes entries made against the client. |
| Actionstep Logins | Lists the contact's log-in setup for the database you are currently logged into. |
| Tags | Lists any tags that you have associated with this contact. See Working with Tags (Admin) for more information. |
| Sale Terms |
|
| 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:
|
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