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Tuesday's Tips

A Collection of the Most Recent Tuesday's Tips

Jonathan Heilman avatar
Written by Jonathan Heilman
Updated yesterday

List All Tenant Space Addresses

12/16/2025 - Need to see a list of all Tenants Spaces and their addresses saved in the database? This list could help find a tenant space with an address that's different from the property itself. Access the list from the top menu using Property > Tenant List. More Info About Tenant Spaces.

Donut and Multipart Polygons

12/2/2025 - Need to create a donut or multi-part polygon on the map? See this article. Need an actual donut? Invite us out for a visit for some training, and we'll bring the donuts to you.

Permit "Group Fees"

11/25/2025 - Group Fees are a way to add specific dollar amounts for each fee and make it easy to add multiple fees to a permit. This article shows you how to get Group Fees set up.

Mapping Pickleball Courts

11/12/2024 - How many pickleball courts do you have in your municipality? Map each on the CSDatum Map, and the answer will be at your fingertips. Use Property > Park Feature to map each. See this article.

Report Builder Updates

11/11/2025 - We just made a few updates to Report Builder to make it even more useful. Read about the updates here.

New Fixture/Junction Items

11/4/2025 - We added several new items to the Sewer Fixture/Junction Asset to better identify the items marked on your map. Read about it here.

Import Custom Print Templates

10/28/2025 - Custom Print Templates can be used to create a custom letter, notice of violation, checklist, or other printout. To create a new template, you can start from scratch or import pieces from another template. Read more here.

Schedule a Permit Re-Inspection

10/21/2025 - If a permitted project fails a required inspection, there's a quick way to create a re-inspection record. Inspect ๐Ÿ˜‰this help article for the details.

Reverse Flow Direction Arrows on Pipes

10/14/2025 - Are the flow direction arrows on your pipes pointing the wrong way? They are easily reversed! Read about it here.

Account Administration

10/7/2025 - As staff members come and go, or as their roles change, it's good to update their accounts with the Account Administration tools. Only Administrators can make changes, but all users can see the full user list to spot needed updates.

Add Trails to the Map

9/30/2025 - We at CSD love trails and were excited to hear about new trail mapping resources from PA that could be incorporated into CSDatum. Or, draw your own trails on the map, as explained here.

Add a New Property

9/16/2025 - Need to add a new property to the database in the Permits software due to a subdivision or other reason. It's easy, and this article explains how to do it.

Report Builder Data Export Upgrades

9/9/2025 - We recently updated the Report Builder feature so that the data exports with better formatting. Parcel ID will retain all leading and trailing zeros. Money fields will include the dollar sign and be in currency formatting.

Map Your Guide Rail

9/2/2025 - Every municipality has many miles of guide rail along its roads. Use CSDatum to map the guide rail and note when maintenance or replacement is needed. This article has details.

Digital Signatures for Permits and Letters

8/26/2025 - You can apply digital signatures to permits, letters, and other printouts using the Digital Signature features. Give it a try and let us know if you need any assistance.

Account Administration

8/18/2025 - As staff members come, go, or their roles change, it's good to update their accounts with the Account Administration tools. Only Administrators can make changes, but all users can see the full user list to spot needed updates.

Sub-Type Comments

8/5/2025 - You can easily add pre-set text to a permit's Comments section at the press of a button. It's a great way to always include the exact same text in every permit. Read about Sub-Type Comments.

Map Overlay Data

7/29/2025 - CSDatum can display many different types of geographic data as a map "Overlay". These overlays are used to provide additional context for the assets that are mapped with the software. Read more about overlays here.

Copy / Paste Permit Data

7/22/2025 - We made a change to the permit copy / paste feature so that you can now include the Permit Number in the copy / paste. See this article that explains the process.

Fees Improvements

7/15/2025 - We just made some really cool updates to fees! See this article for a quick rundown of the updates and improvements.

Water Meter Battery

7/8/2025 - We added a new data field for water meters. The battery date allows you to better track when to replace the battery or meter.

Quick Start Guides

7/1/2025 - Want to help a new employee get up to speed with CSDatum Permits? We have 2 quick start guides that cover the basics of Permits and Violations. Access them here.

Improved Date Filters for Lists

6/26/2025 - We recently improved the filtering capabilities for lists. Now, all date fields support filter ranges, with many predefined ranges available with a single click. See the screenshot below, and please reach out with any questions.

Save Screen Layout

6/17/2025 - Do you have a favorite screen layout or filtered list that you refer to all the time. Save it as a Saved Layout and refer back to it at any time with one click. Read about the details here.

Map a Trail with Your Phone's GPS

5/27/2025 - The Spring weather has more people heading out for a walk or hike. Do you need to map a trail that's obscured from the aerial imagery by trees? We have an article that gives you a method to map those trails accurately. Check it out here.

Create an Incident for Important Info

5/20/2025 - Need to alert Permits users about high-priority information for a specific property? Adding an "Incident" will create a red notification bubble on that property to catch the user's eye. Read about Incidents here.

Track OLDS (Septic) Pumping

5/13/2025 - Recently, we've helped several municipalities start up a brand new Septic Pumping Program. So, it seems like a good time to remind all users that the Permits software is a great place to track these pumpouts. Read the details here.

Work Order Notifications

4/29/2025 - When you create a Work Order in CSDatum Maps, two types of email notifications are sent. Read about both of them here.

Inspection Reminders

4/22/2025 - Need to quickly add the next inspection in a series of inspections? Inspection Reminders to the rescue!. This feature lets you set up a series of inspections with a defined number of days between. Read the help article for all the details.

Categorize a Permit

4/15/2025 - Each permit can be categorized using several data fields. We have a few thoughts on best practices to create clear data, easy searching, and meaningful reports. See this help article.

Stormwater BMP Inspections

4/8/2025 - In the Spring, a young MS4 Coordinator's fancy lightly turns to thoughts of BMP Inspections. Hence, it's.a good time to remind you of all the help articles related to BMP inspections.

Update the Owner on a Permit

4/1/2025 - It used to be that you couldn't change the property owner listed on a permit. Now you can! This opens up the possibilities for fixing errors or removing placeholder data. Read the help article here.

Create Asset Inspection Checklists

3/25/2025 - Custom inspection checklists can be built for any asset on the CSDatum Map. Create one from scratch or model it after an existing paper form. This article walks you through the steps.

Select Properties for a Mailing List

3/18/2025 - Have you ever wanted to create a mailing list with owner names and addresses simply by selecting properties on a map? That ability is built into the Permit Manager map. Read about the details here.

Other Assets Combined Table

3/4/2025 - The Other Asset asset is available within each of the layers. It also has a unique table view that combines all Other Assets for all layers into a single table. See this article for details.

Permit Inspection Schedule

2/25/2025 - Enter future inspections into CSDatum Permits with a date (even years in the future) to remind yourself to perform the inspection. The Inspection Schedule feature compiles a list of all upcoming inspections. This feature can be especially helpful for rental inspections that may only occur every 2-3 years. The particulars are explained in this article.

QGIS for Data Analysis and Printing

2/18/2025 - Need to do detailed data analysis or print a large map? We recommend exporting CSDatum data and using QGIS software. QGIS is free to download and use. We think so highly of it, we use it for all our GIS work. Download QGIS here.

Complaints and Violations

2/11/2025 - In CSDatum, Complaints and Violations are tracked separately because a complaint doesn't always lead to a violation. Learn more about Complaints or Violations.

Export Maps Data

1/28/2025 - Do you want to use your CSDatum Maps data in GIS software or Excel? All Maps data can be exported for use in other software for reporting or detailed analysis. This article shows you how.

Tracking On-Lot Septic System Pumpouts

1/14/2025 - Let's talk sewage! If you have to manage the pumpout of on-lot septic systems in your municipality during 2025, CSDatum Permits can help with that. Read more here.

Permit Number Options

1/7/2025 - The beginning of a new year is a good time to think about potentially making adjustments to your permit numbers. To see a list of all the permit number options, see this article.

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