Portfolio Category: Licensing

CUT Fields

The custom table (CUT) field type allows you to track multiple records within a permit or license and makes your data easier to view. Just like an excel table, you define the columns of data you want to collect, and your constituents can enter as many rows as they need. This field type is an elegant replacement for the ‘How many of X’ questions that trigger X number of additional questions to display when a number is provided.

Collapsible Headers

The collapsible header custom field type allows you to organize your application content. When collapsed, citizenserve hides those custom fields, making your applications easy to navigate, and the data easy to consume. [accordions] [accordion title="Transcript"] [Music] Hi, this is Misha at citizenserve. This month's feature is on the new field type - the collapsible header. Collapsible headers help organize application data, they make it easier to view, and give you quicker access to the information you need. Changing your existing headers to the new collapsible header is a simple update that can be made in just a few minutes. To update existing headers with collapsible headers, or…

Automatic Emails

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.