Did you know you can configure citizenserve to send automatic emails when you change the permit status, complete an inspection, or complete a plan review activity? Using this feature will save time and increase consistency and transparency across all your projects. By default, emails are sent to the permit or license applicant, but you can also configure your emails to be sent to any contact on the permit or license.
To set up automatic emails for status changes on a permit or license go to your Administration menu. Select your department, then pick permit status or license status. Select the desired status then check Send Email Notification When Permit is Changed to this status, and make sure to Save.
To generate automatic plan review reports: in Administration, select your department. Select activity, select your desired review activity, and make sure Email Plan Review Report Upon Completion is checked, and Save.
To generate automatic inspection reports, you'll still be in the activities lookup menu. So select your inspection activity, and check Email Inspection Report Upon Completion, then press Save.
To send these emails to additional contacts on the permit or license, in Administration select your department and then select custom tables. Select your desired permit or license and double click the desired contact field. Scroll down to Email Information and select the notification options you'd like. Make sure to click Save when you're done. And then Save your changes to the table. As always you can submit a Support Request for these change sand our team will configure these automated email notifications for you.