If you have information that you would like to record against a contact that is not part of the standard contact information you can create a custom data field that you and your staff can fill in.

These work best when using a specific bit of information that you want to record.

Examples of good use of a custom data field to record details would be:

recording registration or license details (driver license number, Student ID)
number of dependent children
date of registration

See Participant Custom Data Overview in Actionstep Help Center

Hands-on

Hands-on
Add a number-type custom data field called “Clearance Level” to the Management Executive” participant type. (created in the previous hands-on)

Continue to Matters & Workflow =>

Custom Participant Data

Hands-on

Hands-on

Continue to Matters & Workflow =>