Contacts

The Contact table contains the name, address and phone numbers of all the individuals or companies in the stored data file. These contacts are primarily sorted by their type.

	Owner (Property Deed Owner)
	Contractor
	Well Contractor
	Engineer
	Attorney
	Insurance Agent
	Developer
	Applicant
	Tenant

The majority of contact records will be of type Owner. The contact type in most cases is automatically assigned by the application based on the function of the input field when a new contact is being added to the table.

All new contacts are added at these particular fields throughout the Permit and Property dialog screens. A Contractor may also be added from the contractor list. Once an individual has been added to the table they are then available to be selected from a list of all contacts of a particular type which is suitable for input in a field requiring that particular contact type.

An individual or company entered as a Contractor is available in the Contractor input field of a building permit or the Applicant input field of all permits. A contact of type Contractor will be linked automatically to any number of building permits for which they are the contractor. Contractors are additionally linked to an insurance table where the contractors current insurance information is stored. The insurance data allows the application to prompt the user if a particular contractors insurance information is expiring. This prompt is automatically done when opening a permit, editing the contractor or by a tickle report where the user has input the days until the insurance policies of contractors on all "Active" and "Pending" Building permits will expire. If that individual or company also is a property owner they would be entered into the database again as the type Owner.

The deed owner of a property may act as his own contractor without being added as a type Contractor. This would only be appropriate for an individual not practicing as or employed as a Contractor. This feature prevents the application from prompting the user about contractor insurance information. The building permit dialog's contractor input field allows for this circumstance.

An individual or company entered into the database as an Owner will be automatically linked to any number of properties where they are the deed owner.

A contact may be deleted if it has no related records. The application prevents the user from inadvertently deleting these contacts.

Permit Manager version 8.01 contains a new function, "Replace Contact", to facilitate bulk updating of a contact's associated records.

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Finding a Contact

Contacts of type Owner may be found from the Main Menu - Contacts - Owner List.
The Property Owner dialog will open with a list of all property owners listed alphabetically. Scroll the list to find the contact or type the desired name in the "Search by Name:" combo box located on the bottom left of the dialog. The "Search by Name:" combo box also functions as search for a name "beginning with" or "like" by entering the desired letter/letters followed by an asterisk. The list will then display those contacts whose name matches the search criteria.

Contacts of type Contractor may be found from the Main Menu - Contacts - Contractor List.
The Contractor dialog will open with the list of all contractors listed alphabetically. Follow the Property Owner contact search procedure to find the desired Contractor.

Contacts of types Well Contractor, Engineer, Attorney, Insurance Agent, Developer, or Applicant are only accessible from the permit to which they are linked or from the Letter sending utility on the main menu.

Contacts of type Tenant may be found from the Main Menu - Properties - Tenant List.

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