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.
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https://actionstep.zendeskfreshdesk.com/hcsupport/en-ussolutions/articles/360053854074150000020048-Participantparticipant-contact-Panelspanels in Actionstep Help Center |
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