{"id":1371,"date":"2025-10-29T14:32:25","date_gmt":"2025-10-29T13:32:25","guid":{"rendered":"https:\/\/www.help.headlight.tech\/?post_type=ht_kb&#038;p=1371"},"modified":"2026-03-18T11:21:45","modified_gmt":"2026-03-18T10:21:45","slug":"creating-driver-contacts","status":"publish","type":"ht_kb","link":"https:\/\/www.help.headlight.tech\/?ht_kb=creating-driver-contacts","title":{"rendered":"Creating Driver Contacts"},"content":{"rendered":"\n<blockquote class=\"wp-block-quote\">\n<p>Learn how to add, edit, and filter supplier contacts for drivers in Headlight.<\/p>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n<p><!--ARCADE EMBED START--><\/p>\n<div style=\"position: relative; padding-bottom: calc(68.1102% + 41px); height: 0px; width: 100%;\"><iframe src=\"https:\/\/demo.arcade.software\/QJ8e2xyXxtSsMm05EspP?embed&amp;embed_mobile=tab&amp;embed_desktop=inline&amp;show_copy_link=true\" title=\"Headlight | Workflows\" frameborder=\"0\" loading=\"lazy\" webkitallowfullscreen=\"\" mozallowfullscreen=\"\" allowfullscreen=\"\" allow=\"clipboard-write\" style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%; color-scheme: light;\"><\/iframe><\/div>\n<p><!--ARCADE EMBED END--><\/p>\n\n\n<h2 class=\"wp-block-heading\">Accessing the Contacts Page<\/h2>\n\n\n\n<ol>\n<li>From the <strong>Home Page<\/strong>, click <strong>My Contacts<\/strong> in the Help section.<\/li>\n\n\n\n<li>As a Fleet Manager or Company Admin, use the <strong>View as<\/strong> dropdown to preview contacts as specific drivers.<\/li>\n\n\n\n<li>Leave it blank to stay in your admin view.<\/li>\n<\/ol>\n\n\n\n<blockquote class=\"wp-block-quote\">\n<p>\u2705 Use \u201cView as\u201d to verify which suppliers are visible to each driver.<\/p>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Adding a New Contact<\/h2>\n\n\n\n<ol>\n<li>Click <strong>+<\/strong> to add a new contact.<\/li>\n\n\n\n<li>Enter:<\/li>\n<\/ol>\n\n\n\n<ul>\n<li><strong>Name<\/strong> and <strong>Company<\/strong><\/li>\n\n\n\n<li><strong>Email<\/strong>, <strong>Phone<\/strong>, and <strong>Website<\/strong> (recommended for mobile dialing)<\/li>\n\n\n\n<li>Optional <strong>Description<\/strong><\/li>\n<\/ul>\n\n\n\n<ol>\n<li>Click <strong>SAVE \u2192 CONFIRM<\/strong> to add the contact.<\/li>\n<\/ol>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Editing a Contact<\/h2>\n\n\n\n<h3 class=\"wp-block-heading\">Example: Editing a Dealer Contact<\/h3>\n\n\n\n<ol>\n<li>Click the <strong>Edit<\/strong> icon beside a contact to modify details.<\/li>\n\n\n\n<li>To create filters, click the <strong>Edit contact rules<\/strong> icon.<\/li>\n\n\n\n<li>In the dialog window:<\/li>\n<\/ol>\n\n\n\n<ul>\n<li>Choose <strong>Condition type \u2192 Equals<\/strong><\/li>\n\n\n\n<li>Type \u201cmake\u201d \u2192 select <strong>vehicle \/ make<\/strong><\/li>\n\n\n\n<li>Type the value (e.g., <strong>Mercedes<\/strong>)<\/li>\n<\/ul>\n\n\n\n<ol>\n<li>Click <strong>OK \u2192 SAVE \u2192 CONFIRM<\/strong>.<\/li>\n<\/ol>\n\n\n\n<blockquote class=\"wp-block-quote\">\n<p>\u2705 This contact will now only appear for drivers whose vehicles match your condition.<\/p>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Viewing as a Driver<\/h2>\n\n\n\n<ol>\n<li>Use the <strong>View As<\/strong> dropdown to select a driver.<\/li>\n\n\n\n<li>Headlight displays the suppliers matching your conditions.<\/li>\n\n\n\n<li>Confirm visibility works correctly by comparing drivers with and without the specified condition.<\/li>\n<\/ol>\n\n\n\n<blockquote class=\"wp-block-quote\">\n<p>Example: A Mercedes dealer contact appears only for drivers with a Mercedes vehicle.<\/p>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h2 class=\"wp-block-heading\">Summary<\/h2>\n\n\n\n<p>You\u2019ve learned how to:<\/p>\n\n\n\n<ul>\n<li>Add and edit driver contacts.<\/li>\n\n\n\n<li>Set conditional visibility rules.<\/li>\n\n\n\n<li>Verify driver-specific contact lists.<\/li>\n<\/ul>\n\n\n\n<blockquote class=\"wp-block-quote\">\n<p>\ud83c\udfaf Next training: <a href=\"https:\/\/app.arcade.software\/share\/kBdtfKsQv23r9PBbPcRc\">Creating Driver Documents<\/a>.<\/p>\n<\/blockquote>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<h1 class=\"wp-block-heading\">Second example: Add Supplier Contacts in Headlight<\/h1>\n\n\n\n<blockquote class=\"wp-block-quote\">\n<p>This tutorial explains how to add fleet manager (supplier) contacts in Headlight.<\/p>\n<\/blockquote>\n\n\n<p><!--ARCADE EMBED START--><\/p>\n<div style=\"position: relative; padding-bottom: calc(68.1102% + 41px); height: 0px; width: 100%;\"><iframe src=\"https:\/\/demo.arcade.software\/FHYJcnyX4B2YqpRZAxD4?embed&amp;embed_mobile=tab&amp;embed_desktop=inline&amp;show_copy_link=true\" title=\"Headlight | Workflows\" frameborder=\"0\" loading=\"lazy\" webkitallowfullscreen=\"\" mozallowfullscreen=\"\" allowfullscreen=\"\" allow=\"clipboard-write\" style=\"position: absolute; top: 0; left: 0; width: 100%; height: 100%; color-scheme: light;\"><\/iframe><\/div>\n<p><!--ARCADE EMBED END--><\/p>\n\n\n<h2 class=\"wp-block-heading\">Setup<\/h2>\n\n\n\n<p>Go to <strong>Procurement \u2192 Suppliers<\/strong> and open <strong>Lease contacts<\/strong>.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote\">\n<p>These contacts are internal and not visible to drivers.<\/p>\n<\/blockquote>\n\n\n\n<p>Click <strong>\u201c+\u201d<\/strong> to create a new supplier contact.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Configuration<\/h2>\n\n\n\n<ul>\n<li>Select the <strong>supplier type<\/strong>.<\/li>\n\n\n\n<li>Choose a <strong>leaser<\/strong> from the list (contact Support if missing).<\/li>\n\n\n\n<li>Add both <strong>Commercial<\/strong> and <strong>Support<\/strong> contacts:<\/li>\n\n\n\n<li><em>Commercial<\/em>: used for leasing quote requests.<\/li>\n\n\n\n<li><em>Support<\/em>: for other communication.<\/li>\n\n\n\n<li>Optionally, add the contact\u2019s name and first name for workflow use.<\/li>\n<\/ul>\n\n\n\n<p>\u2705 Click <strong>Save<\/strong>.<br>You can now add more contacts for other suppliers.<\/p>\n\n\n\n<blockquote class=\"wp-block-quote\">\n<p>Next tutorial: adding preferred dealerships.<\/p>\n<\/blockquote>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to add, edit, and filter supplier contacts for drivers in Headlight. Accessing the Contacts Page \u2705 Use \u201cView as\u201d to verify which suppliers are visible to each driver. Adding a New Contact Editing a Contact Example: Editing a Dealer Contact \u2705 This contact will now only appear for&#8230;<\/p>\n","protected":false},"author":3,"comment_status":"open","ping_status":"closed","template":"","format":"standard","meta":[],"ht-kb-category":[169],"ht-kb-tag":[43],"_links":{"self":[{"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=\/wp\/v2\/ht-kb\/1371"}],"collection":[{"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=\/wp\/v2\/users\/3"}],"replies":[{"embeddable":true,"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1371"}],"version-history":[{"count":4,"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=\/wp\/v2\/ht-kb\/1371\/revisions"}],"predecessor-version":[{"id":2668,"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=\/wp\/v2\/ht-kb\/1371\/revisions\/2668"}],"wp:attachment":[{"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1371"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=%2Fwp%2Fv2%2Fht-kb-category&post=1371"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/www.help.headlight.tech\/index.php?rest_route=%2Fwp%2Fv2%2Fht-kb-tag&post=1371"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}