This article shows you how to create a new contact in Contact Management. Contact Management is a new feature created as part of the Elevate initiative. It keeps all contacts in one place, so you don't have to add a new contact each time you create a permit, license, or project. Rather than adding a new contact record each time. This also lets you view a contact and see all records where that contact is used.
Instructions
Sign in to your site
Go to Admin Tools, select Contact Management:
Click on 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 Owner, Manager, Engineer.
Account #: 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 Save Contact:
