Add Additional Phone & Messaging Information to Contacts

Overview:

You may have noticed when creating a Company Contact you cannot add more than one email address and or phone numbers in the contact form.

With these setting changes below you can add multiple contact information.

• Go to Admin (top right of your Actionstep home page)
• Scroll down and click on Additional Settings
• Click  Edit on Participant Types
• Scroll down the page until you find Company, or Organization 
• Under the Column Panel Count click on the number ( as below)

You will now be able remove or add access to parts of the contact form.

To add additional Contact information ( Extra email address and phone numbers):

• Scroll down and click on Add Row
• Select Additional Contact Information
• You can also adjust the column and row so that you can choose where the Additional Contact Information will appear when adding a contact.
• Click Save

Now when you are adding/ editing  the Company/organization in the contact form you will see the Additional Phone and messaging information section.