Often, when a new matter is created, contacts must be created to assign to the matter. To keep the process of creating a new matter efficient, Actionstep displays a quick-add contact form to easily create contacts with a few key fields: first/last/company name, phone number, and email address. If any further contact information is required, the full contact entry form can be displayed.
Note: This feature is currently in early access and can be enabled by a user with admin privileges in Admin > General Settings in the Feature preview > Early access group settings.
Selecting an Existing Contact
To add an existing contact to a matter, click Select Contact, search the contact's name, and select the appropriate contact.
Creating a New Quick-add Contact
To create a new quick-add contact:
1. Select "Create new contact."
The quick-add New Contact form will be displayed.
2. Select an Identity type
By default, the Identity type will be Individual. If you are creating a contact for a company, select Company for the Identity type field.
If Individual is selected for the Identity type, First name and Last name fields are displayed. If Company is selected, Company name will be displayed.
3. Enter contact details
4. Select "Create"
Select the Create button to create the contact. The contact will be added to the matter.
To edit additional contact fields when creating a contact for a matter, select Full contact form.
This launches the full Create Contact screen which contains more fields, including custom data. The information previously entered in the quick-add form will populate the corresponding fields on the Create Contact screen.
For more information on creating contacts, see Creating a Contact Record.
Some participant types (Client, Paralegal, Lawyer, etc.) may have custom data fields that are required. When this is the case, a message is displayed and the Create button is replaced with a Continue button.
Selecting Continue launches the full Create Contact screen. There, you can find the required field to fill it.
The quick-add contact form can detect if the details be entered are already used in a contact in the system. A message is displayed.
"View" can be selected to review the duplicates that were found.
Select the Add to matter button if one of the contacts displayed can be used on your matter. Select Continue creating new contact to return the create form.
Duplicates can be flagged on the following criteria:
Matching or similar first and last name combination
Matching or similar company name
Matching phone number
Matching email address