Contacts

The Contacts page lists the people your customers should contact about payments and invoices. These are customer-facing contacts. To manage who can sign in to your vendor portal, use People. The table shows each contact’s name, email, and phone, their Type, and who they’re Shared with.

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Add a contact

1. Click Add a contact.
2. Fill in the details:

   Field	Required
   Type	No. Choose Accounts payable, Accounts receivable, IT, Procurement, Sales, Support, or Other.
   First name and Last name	Yes
   Middle name	No
   Email	Yes
   Phone	No

3. Under Shared with, choose All connected customers or Selected customers only. This works the same way as for payment methods.
4. Click Publish.

A customer only sees a contact if you also share Contacts with them on the Customers page.

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Edit a contact

Click the pencil icon on the contact’s row, make your changes, and click Save. Changing a value publishes a new version, and every customer holding the contact is offered it. Changing only who can see the contact doesn’t send customers an update.

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Withdraw a contact

Click the trash icon on the contact’s row, then confirm. Dash.fi removes the contact from the network, and customers holding a copy are offered a removal.