Participant (contact) Panels

Overview

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

Participant panels are controlled from the participant type screen. 

Admin > Additional Settings > Participant Types > Select Panel counts next to Individual or Company participant type.

From the Participant type screen click the Add Panel link to add in a new panel. The Edit Panels box will appear. 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.

Removing an existing Participant Panel

As above, navigate to the Participant Role screen for the participant role that you are wanting to update.

Click on the edit icon to open the Edit Participant Type Panel box. From here you can click the Delete button.

Available Participant Panels

Name of the panel	Information displayed in the panel
Identity	Display Name Preferred Name Participant ID Base Participant Type
Address	Lists under separate columns the Physical and Mailing Address.
Phone & Messaging	Fax Txt/SMS Primary Email Website
Additional Contact Information	If you have added any further contact information like secondary email address, Skype, 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 Contacts	Lists all related contacts, what type or relation they are and if it is a forward or reverse relationship.
Roles	The roles that this contcat has been assigned within matters .
Documents	Any documents loaded under the contact including name of the document, when it was created and by whom.
Notes	Listing any notes entries made against the client.
Actionstep Logins	Listing the login's setup for this contact to the database you are currently logged into.
Tags	Listing any tags that you have associated with this contact.
Sales Terms	Billing preferences Payment terms Finance Charge percentage Credit Limit in $ Discount in $
Sale/Purchase Shipping Address	Shows the shipping address that will be send for sale purchase documents such as invoices and purchase orders.
Purchase Terms	Payment terms Finance Charge percentage Credit Limit in $ Discount in $