Contact details, associated records, invoices, and payments can be viewed in Contact Management.
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.
Instructions
Sign in to your site.
Navigate to Admin Tools:
Select the Contact Management Tile:
Locate the contact you want to view.
Click the Edit icon (pencil) next to the contact:
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.
Click on the Associated Records tab. Here you can view the list of Associated Records:
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.
Click the Invoices tab. Here you can view the list of Invoices:
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.
Click the Payments tab. View payments, if applicable:
