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BP Contact Type Maintenance

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Summary

Contacts can be attached to permits in order to track miscellaneous contact information and to enter building permit inspector information. Contacts types are attached to permits on the Permit Maintenance window (BP> Maintenance> Permit> open a permit> Contacts tab). You can reduce data entry by creating contact types for the most common contacts you use.

Follow this process to create a BP module contact type.

Step by Step

 

1     Open the Contact Type Maintenance window.

  • The Contact Type Maintenance window (BP> Maintenance> Contact Type) will display a list of all the contact types created in the application.
  • Click the Delete icon to delete a contact type.
    • You cannot delete contact types that are attached to existing permits.
  • Click on the Create icon to add a new contact type.

 

2     Create a contact.

  • Enter a contact type in the Contact Type field. This code can be up to 20 alphanumeric characters. This field will not be enabled and available for editing after the contact type has been saved.
  • Enter an optional description in the Description field. The Description can be up to 60 alphanumeric characters.
  • Click on the Save icon or press ENTER to save the contact type.
    • Once a contact type is created, it will be accessible from the Contacts tab of the Permit Maintenance window. Once attached to a permit, the contact will receive a notification letter when a Letters batch is processed if the contact has the Notification toggle checked.
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