Add a Contact to a Record

The Contacts tab manages every person and business associated with the record. Contractors and the applicant are also added to this tab for reference. Staff can add as many contacts as required. There is a default set of contact types that staff can customize.

The Contacts tab is used to identify billing agents. It also shows the primary and secondary person or agency responsible for all invoices linked to the record. Only one contact can be set as the primary billing type for each record. The system will create a customer account for this contact in the invoicing system. If the contact already has an account, the system will add the invoice to that account. Each account is identified by the contact’s name, phone number, and email address.

Instructions

1. Sign in to your site

2. Click the Permitting System menu:

3. Click List:

4. Select a record:

5. Click Edit:

6. Click the Contacts:

7. Click Add New:

   • Add an Existing Contact

     1. Type the existing contact’s information, and click Search

     2. Click Add next to the contact you wish to associate with the record:

   • Add a New Contact

     1. Click Add contact:

     2. Fill in the contact information fields:

        

        • Contact Name: Enter the full name of the person being added to the permit

        • Type: Select the role this contact has on the permit. Options include applicant, builder, contractor, and designer

        • Billing Type: Choose whether this contact is the primary or secondary billing contact

        • Business Name: Enter the business name or company name associated with this contact, if applicable

        • Mailing Address: Enter the contact’s mailing address. This address may be used for official correspondence related to the permit

        • Phone: Enter the contact’s primary phone number

        • Emergency Phone: Enter an alternative phone number that can be used in case of emergency

        • Associated Project: Enter any projects this contact may be associated with, if applicable

        • Email: Enter the contact’s email address

        • Notes: Use this field to add any additional information or context about the contact, if applicable

     3. Click Save Contact:

8. The contact will now show on the record: