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.
Add a Contact to a Record
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Navigate to Permitting System, select List, and select a record:
Click Edit (Permitting & Project Systems only):
Select the Contacts tab and click Add New:
A new search box will appear. Search for an existing contact to add to the record:
Click Add next to the contact you wish to associate with the record:
If the contact does not yet exist in the system, click Add contact:
Fill out the contact information. When finished, click Save Contact:
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
The contact will now show on the record:
Remove a Contact from a Record
Sign in to your site
Navigate to Permitting System, select List, and open a record:
Click Edit on the record (Permitting & Project Systems only):
On the Contacts tab, click Delete next to the item you wish to remove:
Click OK on the pop-up window that says Are you sure you want to delete this contact record?:
Edit a Contact
Sign in to your site
Navigate to Permitting System, select List, and open a record:
Click Edit on the record (Permitting & Project Systems only):
On the Contacts tab click Edit next to the contact you wish to modify:
Note:
Record-level contacts must be edited from the first tab of the record. If a user edits Picker-level contacts from the Contacts tab, the changes will apply to all records where that contact has been selected. This affects every associated record, not just the one being viewed.Modify contact information as needed. Click the Save Contact button when finished:
