Understanding Contacts
You can set up custom templates or custom forms, to capture information about applicants, licensed professionals, and other important contacts involved in your business process. For example, you can set up a field where users can record the last four digits of their social security number for a certain contact. You can also use the standard fields, such as Name, Address, and Phone Number.
You can use EMSE to populate drop-down lists, for licensed professional templates exposed to public users, with values provided from an external web service (Understanding the Event Manager and Script Engine).
Topics
Professionals
Professionals are the licensed contractors, architects, engineers, and developers (CAED) recorded in your system. Civic Platform can import current CAED information from the state licensing board. As necessary, you can add new professionals to your database and you can edit information about existing professionals.
Contacts
As you manage applications and parcels on your system, you can keep track of certain individuals related to an application or a parcel. For example, you can keep track of the legal counsel for a property owner, or the accountant responsible for any fees assessed on a certain application.
You can record information about these individual people in the form of contacts. As necessary, you can add new contacts to your system, or update information about existing contacts. For example, you can change the mailing address for a contact.