Important Note:
This article applies to Elevate V5 permit applications. If your system matches the V4 image below, you may be using a different version. Please visit the V4 Contact Management guide instead.
Instructions
Sign in to your site.
Navigate to Admin Tools:
Select the Contact Management Tile:
Click the Create Contact button:
Add the Primary Contact information. This step is required:
Contact Name: Enter the full name of the primary contact person.
Primary Number: Enter the main phone number where this contact can be reached.
Add Additional Phone: Click this to enter an additional phone number for the contact.
Primary Email: Enter the main email address for this contact.
Add Additional Email: Click this to add a second email address for this contact.
Note:
After typing the new Primary Contact name, click Create "the name you created". This will add the contact to the database and let you continue:
Add Additional Information. This step is optional:
Title: Enter the contact's job title or role, if applicable. Such as an owner, manager, or engineer
Account # (Number): Include an account number linked to this contact, if one exists. Such as a utility or customer account
Address: Enter the contact's full mailing address
Notification Type: Select how this contact prefers to receive updates, either by text or email
Note: Use this field to add any extra details about the contact that may be helpful later
Click the Create Contact button:
The contact is added to the list and becomes available in any Contact field.