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I need to edit a contact (name spelled incorrectly), and my system won't let me edit. Why?

In order to edit a contact, you need to get to the contact record from the contacts list (or the search box). 

This is to prevent a user changing a name of a contact in a matter when they have added the incorrect contact to a matter. Previously we had issues where users would change the name (thus affecting every instance of that contact record), rather than removing the contact and adding a new one.

How do you load a picture to a contact?

To set a profile image for a contact:

1. Open up the contact record
2. Click on the placeholder image at the top left of the screen (if replacing an existing one, click on the existing image)
3. Select the image from your computer
4. Click Save and there you have it

This also works for replacing existing profile images.

How do I remove access to Actionstep for a staff member?

See our page on logins here: Logins for Users

How do I assign actions/matters from a former staff member to a new one?

You can assign actions, and tasks that have been assigned to one System User to another by following the steps below:

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Because you will want to keep your records as accurate as possible you can choose to only re-assign matters and task by their status. For example, you might want to only assign "active" matters to a staff member so that closed ones still record who was responsible for the matter. You can also replace the person as the Actions participant and choose which is appropriate. For example, if the company ever did work for a staff member in any action then you do can choose not to replace them every time they appeared as a client.

If our company changes its name what do we need to do?

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Changing the name as it appears in Actionstep

There are three records that you will have to update:

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Other things to consider updating

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