Create a New Contact

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

1. Sign in to your site

2. Go to Admin Tools, select Contact Management:

3. Click on the Create Contact button:

4. 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:

5. Add Additional Information. This step is optional:

   • Title: Enter the contact's job title or role, if applicable. Such as 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.

6. Click Save Contact: