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  • Creating Custom Contact List Views

Creating Custom Contact List Views

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Actionstep
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Overview

If you have administrative permission then you can create any number of custom contact lists. The custom contact lists can include the standard list columns as well as columns for any custom participant data. 

To create a custom contact list go to

Admin > Custom List Views > Contact List Views

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Here, you can create a new Contact List View or you can select one of your current Contact List Views. To select one of your current Contact List Views, select the name. This will bring you to the page where you can edit the current columns or add a new one. 

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When you're adding a column, you have the following options to select for your data source: Participant Data or Participant Default Custom Data".

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Data Source Explanations: 

  • Participant: This option is built into Actionstep. You can select one of the built-in options in the drop-down menu below "Participant Data" (see screen shot above). Some possible options are Created Date, TXT/SMS number, or Tax Number. 
  • Participant Default Custom Data: This data is customizable and is pulled from your matter data collections. You have to have a data collection created in order to select an option here. Also, you'll want to make sure you have data in your data collection before running the report. If you don't have data, you can still run the report, but it will appear blank in the column. 

 

For information on how to set up the list view, see: Creating Custom List Views

 

Related Articles:

-Creating Custom List Views

-Custom Reports

-Contact Custom List View or Contact Report

 

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