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Contacts & Participants
Contacts & Participants
- Dakota Martin
Owned by Dakota Martin
Contact records are a foundational aspect of Actionstep. A contact can be a participant of a matter or a transaction.
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Creating, editing, and deleting Contact Records
Creating, editing, and deleting Contact Records
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Participants
Participants
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Contact Name Format
Contact Name Format
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Home Screen (Overview)
Home Screen (Overview)
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Custom Participant Data
Custom Participant Data
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How to Close a Matter
How to Close a Matter
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