/
Company Contact Record
Company Contact Record
A company contact record is automatically created when you first sign up for your Actionstep system. It contains information about your firm, and can be accessed by clicking on the name of your organization in the top-left corner or by hovering over that and selecting “Company Contact Record,” as per the screenshot below.
Reviewing Your Company's Contact Record in Actionstep Help Center
Hands-on |
---|
|
Continue to Contact FAQ =>
, multiple selections available,
Related content
Creating, editing, and deleting Contact Records
Creating, editing, and deleting Contact Records
More like this
Custom Participant Data
Custom Participant Data
More like this
Participant (Contact) Panels
Participant (Contact) Panels
More like this
How to Create a Matter
How to Create a Matter
Read with this
Contact Name Format
Contact Name Format
More like this
Matter Basics
Matter Basics
Read with this