Manage Contacts | Elevate (V5)

The contacts tab shows all the people and businesses connected to the record. This includes the applicant and any contractors. Staff can add as many contacts as needed. There is a standard list of contact types, and staff can change it to fit their needs. All contacts on a permit have access to the permit in the Community Portal when they log in using the email address listed on the contact.

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 permit application guide instead.

Add a Contact

1. Sign in to your site

2. Navigate to Permitting System:

   

3. Use the Search field to find the record:

   

   • Search: Enter a permit number or keyword to search

   • Filter by Status: Filter permits by status. Examples include application in review, pending, building plans in review, closed, or expired

   • Filter by Type: Filter permits by type. Examples include commercial, electrical, plumbing, or residential

   • Filter by Use: Filter permits by use. Examples include roofing, zoning, fire inspection, or construction

4. Select the Permit record:

   

5. Navigate to the Contacts tab. Then click on Add Contact:

   

6. Enter the Primary Contact Information:

   

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

   • Contact 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

     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:

     

7. Click Add Contact:

   

8. The new contact has been added

Edit or Delete an Existing Contact

1. Sign in to your site

2. Navigate to Permitting System:

   

3. Use the Search field to find the record:

   

4. Select the Permit record:

   

5. Find the contact you want edit, and click the Pencil Icon under Action:

   

6. Make changes to the contact. Click Update Contact:

   

7. To delete a contact, click the Trashcan icon under Actions:

   

8. You will receive a pop-up warning asking you to confirm that you want to delete the contact. Click Delete Contact:

   

   Note:

   Deleting a contact from a permit only removes it from that permit. The contact is not deleted from the system.