Learn how to add, edit, and filter supplier contacts for drivers in Headlight.

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Accessing the Contacts Page

1. From the Home Page, click My Contacts in the Help section.
2. As a Fleet Manager or Company Admin, use the View as dropdown to preview contacts as specific drivers.
3. Leave it blank to stay in your admin view.

✅ Use “View as” to verify which suppliers are visible to each driver.

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Adding a New Contact

1. Click + to add a new contact.
2. Enter:

• Name and Company
• Email, Phone, and Website (recommended for mobile dialing)
• Optional Description

1. Click SAVE → CONFIRM to add the contact.

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Editing a Contact

Example: Editing a Dealer Contact

1. Click the Edit icon beside a contact to modify details.
2. To create filters, click the Edit contact rules icon.
3. In the dialog window:

• Choose Condition type → Equals
• Type “make” → select vehicle / make
• Type the value (e.g., Mercedes)

1. Click OK → SAVE → CONFIRM.

✅ This contact will now only appear for drivers whose vehicles match your condition.

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Viewing as a Driver

1. Use the View As dropdown to select a driver.
2. Headlight displays the suppliers matching your conditions.
3. Confirm visibility works correctly by comparing drivers with and without the specified condition.

Example: A Mercedes dealer contact appears only for drivers with a Mercedes vehicle.

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Summary

You’ve learned how to:

• Add and edit driver contacts.
• Set conditional visibility rules.
• Verify driver-specific contact lists.

🎯 Next training: Creating Driver Documents.

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Second example: Add Supplier Contacts in Headlight

This tutorial explains how to add fleet manager (supplier) contacts in Headlight.

Setup

Go to Procurement → Suppliers and open Lease contacts.

These contacts are internal and not visible to drivers.

Click “+” to create a new supplier contact.

Configuration

• Select the supplier type.
• Choose a leaser from the list (contact Support if missing).
• Add both Commercial and Support contacts:
• Commercial: used for leasing quote requests.
• Support: for other communication.
• Optionally, add the contact’s name and first name for workflow use.

✅ Click Save.
You can now add more contacts for other suppliers.

Next tutorial: adding preferred dealerships.