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Portal contacts values

The Portal Contacts values display on the Permit Contacts and Permit Contractors sections of the permit application.

 

       Bright Idea:

Contacts and Contractors can be added when the "Apply" checkbox next to their respective section is check on the "Tabs" tab of a permit type.

 

Setting up portal contacts values

  • Click Administration in the navigation menu, then click Portal Setup.
  • Select Configuration Values.
  • Select Portal Contacts from the drop-down menu at the top of the page.
  • Click a Description in the list to view the Edit Configuration Value window.
  • Edit the Value as needed.
  • Click Save at the bottom of the window.

 

Filter contacts by city

This configuration value determines whether or not the Contact's City field will display on the Add a Contact window.

 

Add a contact help text

This configuration value determines the help text that will display at the top of the Add a Contact window.

 

Help text for the Add a Contractor dialog

This configuration value determines the help text that will display at the top of the Add a Contractor window.

 

Select existing contacts

This configuration value determines whether you can select an existing contact to add to the permit application, or if you must create a new contact.