Customised contact list views allow you go choose what information you want to see about your contacts.
To create your Contact List view go to - Admin - Custom List Views - and click on "Contact List Views" or the "Manage button" to the right of custom list views.
Then click on the green "Create New List" button
We then need to set-up our list.
We need to enter the following information:-
List Name - A name for the list we are creating
Description - A description of what information is held in the list - it is good practice to detail here exactly what your list contains, for example "A list of all initial consultations and income generated".
Sort Oder - Where you would like to list to appear in a Menu group name, for example if you are creating three lists that you want to appear under a group heading called "Contacts" you can give them sort orders of 10, 20 and 30 this means that the list with sort order 10 will appear first and the one with 30 will appear. If you do not specify any order they will appear in alphabetical order.
Menu Group Name - The name of the menu where you would like the report to be inserted this will appear under the Contacts heading in the main menu. Examples, of Group Names are shown below. You can have multiple list views in one Menu so you can keep them organised (remember this is case sensitive, and optional). If you do not insert a menu group name the list will appear individually under the Contact heading in the main menu.
Next we choose what system roles can "see" our custom list view - you tick the box next to the system role you want to be able to see the list view you are creating (please note that if you do not tick any) no one will be able to view your list.
Next we choose whether we want the custom list view you are creating to be a default view. The default view is the list we see when we click on Matters and then Matter list. By default, this list contains all matters that are assigned to ourselves however this can be changed to any list view that we want. If you are creating a list view that you want to be a default for a specific system role then you can use the tick boxes below to enable this.
Next we choose our filters. If we leave the box empty then all the options will be shown in the list view. For example, If we leave the participant of matter status box empty all the contacts associated with matters (regardless of their status) will be shown in the list view. If we choose "Active" then only the contacts associated with active matters will be displayed in the list.
We click on save when we have made all our selections.
A new list is automatically populated with some of the most common columns/task elements to save you the effort of setting these up each time. If you don't want any of these columns simply remove them in the column editor by using the checkboxes and selecting the button.
You will notice that the columns are automatically created with default positions spaced 100 positions apart. This allows you to insert columns between these columns by selecting position numbers in the gaps.
To add a new column select the button at the top right of the screen. The column editor will open and you can enter a name and default position for your new column. You will also need to select a "Data Source" for the column as shown below.
"Data Sources" are used to group fields from the same area of the ActionStep database to make them easier to find. New data sources and fields are added from time to time so the screenshot above might be slightly different in your system. The data sources shown below have the following meanings:
Information in relation to any contact on a matter for example, Client.
Examples, name (remember to search for display name), phone, email, etc
|Participant default custom data||
Where you have set up any custom data for a participant for e.g. Client - you search for the name of the data field that you created and would like to add to your list view.
Custom data that you have created for any participant.
Previewing and Setting Column Widths, Sort Order, and Filters
Once you have completed your list you can click on to view your list with live data. You can then extend column widths, sort the order by a particular column by clicking on it, move columns around and add a filter. By clicking on the filter with a drop down arrow you can choose what you want to see (for example, below we only want to see tasks assigned to a certain person). You can save your choices by clicking on Admin - Save as default layout and filters.
Business Use Cases
Why/How is this useful to my business?
Examples of how businesses use these reports in a practical sense are:-
* Marketing or newsletter recipients (based on a certain participant type) used for bailouts or importing into mail chimp on a monthly basis.
* Creating a report of visa expiries in relation to your clients - to send them a marketing email when their visa expiries are upcoming asking them if they would like assistance in relation to their next visa application.
Head Up Rules
An amazing feature of Actionstep is the heads up rule this means that any report you create can be emailed directly to you or another user of your system (the Director, the Practice Manager) on any frequency required (for e.g. once a week, once a month). That way you have the information automatically when it is required. For more information about heads up rule, please go to the following link: Heads Up - User Guide Article
Here is a link to a video giving a demonstration on how to create one of the reports above:-
Here is also a link to our webinar on custom list views:-