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
Sign in to your site
Click the Permitting System menu:
Click List:
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Select 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?:
