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Participant (contact) Types

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Overview

When contacts are associated with matters they are associated as certain Participant Types (Roles). However you can also define default Participant Types with each contact record.

Adding and Editing Participant (Contact) Types

To add or edit a Participant Type go to Admin> Additional Settings> Participant Types.

See the below video for a guide on adding Participant Types to a matter:

 

Note: Actionstep has updated since the video. Concepts still apply.


BASE CONTACT (Participant) TYPES

It is important to note that there are two base contact types by default in every system.  One of those is a COMPANY contact type, and the other is an INDIVIDUAL contact type.  Changes to these will effect every contact in your system associated with that base contact type.

Both of these base contact types appear in the list together with all other subsidiary contact types. To edit one of these contact types, click on the participant type name.

You will then see a new screen and can make edits as required. 

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For example if you wanted to change the tax number alias, you would click on Tax Number Alias or Edit Participant Type Data.  This will bring up a pop up where you can edit the base contact type.  In the example below the tax number alias has been changed to ABN.

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EDITING

To edit another  Participant Type click on the Type Name (ie. Attorney in the screenshot below).

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ADDING

To add a new Participant type click on "Add Participant Type". The box below appears.

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Participant Type - This is the only mandatory field. The content entered in this field is the name of the Participant Type, and will appear when added to Matters as well as for merge field and document assembly. Examples include "Court", "Psychologist", "IT Consultant", "Accountant", etc.  Avoid entering apostrophes, e.g. Purchaser's Lawyer. 

Description - Enter explanatory information regarding the Participant Type if required.

Company Flag Value - This allows you to determine if the participant type should always be a company or an individual by selecting "Force Company" or "Force Individual". If the Participant Type could be either an individual, or a company leave the field blank.

Press Save.

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