Create and Manage Contacts | Elevate (V5)

This article explains how to view, create, edit, and delete contacts. It also covers the information available within a contact record, including associated records, invoices, and payments.

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.

View Contacts

View existing contacts and their contact information. Contacts are displayed in alphabetical order.

1. Sign in to your site.

2. Navigate to Admin Tools:

   

3. Select the Contact Management Tile:

   

4. View the list of contacts:

   

Search Contacts

Search for specific contacts using the available search field. The contact list is filtered to display only contacts that match the search criteria.

1. Sign in to your site.

2. Navigate to Admin Tools:

   

3. Select the Contact Management Tile:

   

4. In the Search field, enter a contact’s Name, Email, Phone Number, or Mailing Address to search for it:

   

5. The search results are filtered to show only contacts that match the search criteria:

   

Create a Contact

1. Sign in to your site.

2. Navigate to Admin Tools:

   

3. Select the Contact Management Tile:

   

4. Click the Create Contact button:

   

5. 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:

     

6. 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

7. Click the Create Contact button:

   

8. The contact is added to the list and becomes available in any Contact field.

Edit a Contact

1. Sign in to your site.

2. Navigate to Admin Tools:

   

3. Select the Contact Management Tile:

   

4. Click the Edit icon (pencil) next to the contact you want to edit:

   

5. Edit the contact, as needed. Then click the Save Contact button:

   

   Note:

   Only information on the Contact Details tab can be edited. All other tabs are read-only. Changes made to a contact are automatically reflected in active permits associated with that contact.

Delete a Contact

1. Sign in to your site.

2. Navigate to Admin Tools:

   

3. Select the Contact Management Tile:

   

4. Click the Delete icon (trashcan) next to the contact you want to delete:

   

5. On the confirmation window, click the Delete Contact button:

   

View Records

1. Sign in to your site.

2. Navigate to Admin Tools:

   

3. Select the Contact Management Tile:

   

4. Locate the contact you want to view.

5. Click the Edit icon (pencil) next to the contact:

   

6. The contact record opens. Use the following sections to view contact details, associated records, invoices, and payments.

View Contact Details

The selected contact record opens to the Contact Details tab. Here you can view the details of the contact.

View Associated Records

Users can view all records associated with that contact.

1. Click on the Associated Records tab. Here you can view the list of Associated Records:

   

2. To view more details about a record, click the Record Number to open the record:

   

View Invoices

The user can view all invoices for which the selected contact is the Bill To contact.

1. Click the Invoices tab. Here you can view the list of Invoices:

   

2. Click an Invoice Number or a Case Number to access the Invoice or Record:

   

View Payments

Users can view all payments made on invoices for which the selected contact is the Bill to Contact.

1. Click the Payments tab. View payments, if applicable: