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We are excited to announce the launch of updated product names, logos, and headers within our user interfaces as part of the CivicPlus® Solution Rebranding initiative. These changes mark the first step toward creating a cohesive and seamless user experience across all solutions in our portfolio. As part of this transition, users may notice minor design updates. While the functionality you rely on remains unchanged, we are in the process of updating screenshots and other resources on our Help Centers to reflect the new branding. We appreciate your patience and understanding as we work to complete these updates.

Create & Manage Contacts

  • Updated:

The Contacts tab manages every person/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 also used to identify billing agents and the primary and secondary billing person or agency responsible for all invoices related to the record. There can only be one contact assigned as the primary billing type per record. The system will create a customer account in the invoicing system for this contact. If the contact already exists, the system will add the invoice to the existing customer's account. Each account is uniquely identified by the contact name, phone, and email address. 

 

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Add a Contact to a Record

 

  1. Sign in to your site
  2. Navigate to the module, select List, and select a record 
    Module List.
  3. Click Edit (Permitting & Project Systems only)
    Edit record.
  4. Select the Contacts tab and click Add New
    Add new Contact.
  5. Search for an existing contact to add to the record
    Search contact.
  6. Click Add next to the contact you wish to associate with the record
    Add business contact.
  7. If the contact does not yet exist in the system, click Add contact
    Add contact button.
  8. Fill out the contact information
    Contact fields.
  9. Click Save Contact
    Save contact.
  10. The contact will now show on the record
    View contact.

 

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Remove a Contact from a Record

 

  1. Sign in to your site
  2. Navigate to the module, select List, and open a record
    Module List.
  3. Click Edit on the record (Permitting & Project Systems only)
    Edit record.
  4. On the Contacts tab click Delete next to the item you wish to remove
    Delete contact
  5. Click Yes on the pop-up that says Are you sure you want to delete this contact record?
    Ok delete.

 

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Edit a Contact

 

  1. Sign in to your site
  2. Navigate to the module, select List, and open a record
    Module List.
  3. Click Edit on the record (Permitting & Project Systems only)
    Edit record.
  4. On the Contacts tab click Edit next to the contact you wish to modify
    Edit contact.
    Note: The Record level contacts must be edited from the first tab of the record. Editing Picker-level contacts from the Contacts tab will change the contact details in all the associated records where the contact has been picked.
  5. Modify contact information as needed
    Modify contact.
  6. Click Save Contact
    Save contact.

 

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