Add or remove license contacts

You may need to change contacts associated with a license. For example, a subcontractor may relocate his office, or replace employees, or you may add a homeowner so you can apprise him about the progress of the project. You can modify license contact details through the Contacts tab of the license record.

  1. From the Record page, open the license you want to modify.

  2. Select the Contacts tab.

  3. Select Manage contacts > New..

  4. Complete the fields with available data. See Contact details for field definitions.

  5. Select Submit..

  1. From the Record page, open the license you want to modify.

  2. Select the Contacts tab.

  3. Select each contact you want to delete.

  4. Select Manage contacts > Remove.

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