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Other Contact Types
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Overview

The Permitting module has numerous built-in, hard-coded contact types, such as Applicant, Owner, Builder, and Designer, that are core to the permitting process. There may, however, be a need for all kinds of other, not-so-customary contacts. This need can be met where any other contacts can be added and will appear in the selected Permitting sub-modules.

Add an Other Contact Type

To add an additional Other Contact Type:

  1. Click on  + Add  . The New Other Contact Type dialog box appears:
  2. Give the other contact a Name  pull-down.
  3. Leave Active  on Yes  to make it active; No to delay its usage.
  4. Click Yes  for each of the modules' permits in which this contact type will appear in a pull-down.
  5. Click  Add  .

Edit an Other Contact Record

  1. Click on the Edit tool  ❷. The Edit Other Contact dialog box appears
  2. Click  Yes or No for each module as required.
  3. Click on Edit.

Delete an Other Contact Record

  1. Click on the Delete tool  .When prompted, click on Remove .
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