Permit Manager maintains a list of all property owner, contractors, and other contacts within the Contacts list in the database. When you add an Applicant, Contractor, and other contacts to a permit, you are creating a link to those Contacts in the database. This helps to prevent misspellings and double entries of a contact.
If the person or business does not exist within the Contacts list, they can be added to the list while creating the permit.
Add the Applicant
When creating a new permit, contacts are added on the Contacts tab. The Applicant is a required field. If the owner is the applicant, check the Owner is Applicant checkbox and confirm by clicking Set Applicant in the dialog box.
If the applicant is someone other than the owner, click Down Arrow > Pick New Applicant to begin selecting the Applicant.
This opens the Pick a Contact dialog box. Filter the list by clicking the Magnifying Glass button and entering a filter term.
When you find the correct contact, click once to highlight, and then click Use Selected.
Continue using the same process throughout the permit form to choose a Contractor, Architect, Engineer, or any other contact.
Adding a New Contact
If the a contact is not within the list, add a new contact by clicking the Plus button. Only add a new contact if you are sure that the contact is not already in the list. Otherwise, the list will have multiple copies of the same contact.
Clicking the Plus button opens a New Contact window. Begin by choosing the type of contact to add.
Add the relevant contact information in the New Contact window and click Save.
After saving the contact, close the New Contact window. The previous window will be active. Begin again to select the applicant. Click Down Arrow > Pick New Applicant. Select the contact that was just added and click Use Selected.
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