How do I add/remove contacts?

Properties

Add or remove a contact from a property. A contact is a person serving as a go-between or connection, with a special responsibility to serve an account or a client. Use the options on the Contacts tab to record name and mailing address for the individual or organization that receive mailings, official documents, and other information for the property.

You can add one primary contact and multiple secondary contacts to a property.

Before you get started

Add the contact to the Contact table (Contacts > Setup New Contacts). See the help topic titled How do I add a contact?

Adding contacts

1. Open Connect Community Development > Properties.

2. Use the field titled Property to enter a property address or parcel ID. Press Enter.

3. Click to select the Contacts tab.

4. Click Add a New Contact.

The Search form displays a list of names that are saved in the Contacts table.

5. Click OK.

6. Enter the Contact Type.

The contact type tells you who this person is and how they are associated with the property address. You should add a primary owner; however, you can save the property record without it.

You can define the values that display in the Search form for Contact Types. You can also add a new contact type to the list.

7. Enter the Active Date.

8. Select the Primary Owner.

The primary owner is the person who owns the largest portion of the property. Connect allows only one primary owner per property.

Is this the Primary Owner?

Yes, this is the primary owner. Click to select the checkbox titled Primary Owner.
No, this is not the primary owner. Do not select the checkbox titled Primary Owner.

9. Set up the checkbox titled Send Mailings.

A mailing includes mail that is sent individually to multiple addresses by the organization. Mailings sent from the Community Development application include violation notices, permit notices, and project notices.

Do you want to send mailings to this contact?

Yes, send mailings to this contact. Click to select the checkbox titled Send Mailings.
No, do not send mailings to this contact. Do not select the checkbox titled Send Mailings.

10. Click Save (CTRL+S).

The contact is saved.

Changing a contact status to inactive

The active date is the date when the contact status is active. An active contact can be tied to billings and transactions. When a contact is not active, users cannot select the contact or use it to create new transactions, but the contact will remain in the property file.

Choosing the primary owner

The primary owner is the majority stakeholder on the property. For example, Jane owns 65% and Pat owns 35%. Jane is the primary owner because she owns the majority of the property.

Removing contacts

1. Open Connect Community Development > Properties.

2. Use the field titled Property to enter a property address or parcel ID. Press Enter.

3. Click to select the Contacts tab.

The list on the Contacts tab displays all of the contacts on the property.

4. Find the contact and click Remove Contact.

The contact is removed from the property.