In this article, you will learn how to create a contact record.
To create a contact record, click on the 'Global Create Button' and then select 'Contact' from the resulting drop-down menu.
This will open up the contact creation window in the form of a pop-up, as per the screenshot below.
You are only required to enter in a name for the contact to be able to save it.
'Identity Type' refers to whether the contact record is being created for an individual (eg. a client or attorney) or a company (eg. client organisation, bank, etc).
When searching for contacts to add as parties, you can choose to limit search results to either 'Individuals' or 'Companies' only.
Actionstep will automatically detect any details you fill in that match those of existing contact records, and you can utilize this feature to copy data across from those contact records, as per the screenshot below.
Alternatively, if you don't wish to copy the fields across, you can check the 'Hide matches' box to collapse and hide any matches found.
Default Contact Types
You can specify what type of contact you are adding here. When creating a workflow, you can choose to restrict parties to a particular contact type.
A relationship on a contact record is quite literally a way to, as the name suggests, add a relation between two different contact records. Relationships on contact records are bi-directional, and you can set these up in pairs as 'forward' and 'reverse' relationships.
You can collect custom data through contact records, in the form of 'Custom Participant Data'. This information will be available near the bottom of the contact creation screen, as seen in the sample screenshot below. Custom Data for contact records is set up on a 'Participant Type' basis.