Adding Contacts

There are a few different ways that you can add new contacts for your vendors and customers.

Adding Contacts While Creating Vendors and Customers

When you add a new vendor or customer for your account, you can add multiple contacts at the same time and designate their Autofill Settings.

Click the +Contact button and the contact detail panel will slide out on the right side of the page, as shown here:

Autofill settings

When adding a contact you have the option to specify “Autofill settings” for that contact — meaning you can decide if you want the contact to be included by default on company and payment communication you send to the company.

⭐ You’ll notice Autofill settings for “Payments and invoices” and “Company management”.

• Payments and invoices - Autofill will add the contact by default to receive email communication when you create a payment or invoice for that company.

• Company management - Autofill will add the contact by default to receive email communication associated with registering for Routable, adding tax information, and updating payment methods.

⭐ You can choose for a contact to be autofilled in the “Full permissions” or “Read-only permissions” fields when selecting contacts during a workflow.

• Full permissions will let the contact read and act on emails.

• Read-only permissions won't let the contact act on emails. (The buttons and links will be missing and they will not be able to interact with the emails.)

☝️ Note: The autofill contact settings can be overwritten on a per payment or invoice basis

📚 Learn more: Understanding Autofill Settings.

When you’re finished, click Add contact and the contact will be added to that company. Then when you’ve added all of the contacts you need, click Create vendor/customer to finish adding the company to your account.

Limitations

Only one contact is synced to your accounting software when creating a new vendor.

• ❌ If you add more contacts than 1 contact, only the first will be synced

• ❌ If you create a vendor without contacts, then +contact, it won't be synced to ledger

• ❌ If you change contacts, they will not be synced to ledger

Adding Contacts to an Existing Vendor or Customer

To add a new contact to an existing vendor or customer in your account, first navigate to that company’s profile page.

On the company profile page, click the “...” menu in the top right corner of the page to expand the menu and then select Add contact.

The contact detail panel will slide out from the right side of the page and you can add the contact details as well as their autofill settings for your company and payment communication with that vendor or customer.

Click Create contact when you’re done and your new contact will appear in the Contact list on the company profile page.

Adding Contacts While Creating Payables or Receivables

When you are creating a new payable or receivable, you can add a new contact by typing a new name into either the Contact or Read-Only Contact fields at the top of the page.

If you start typing a contact that does not exist for that company, you will see an option appear to Create that new contact. Clicking Create will open up the contact detail panel on the right side of the page and you can continue filling out the details for that new contact.

After you click Add contact, you will see your new contact added to the field you opted to create them under and they will be included on the email notifications for that payable or receivable.

Adding Contacts to Existing Payables or Receivables

In situations where you need to add a new contact to an existing payable or receivable, you can do so from the payment page.

Click on the Vendor or Customer tab in the payment details panel on the right side of the page and look for the Contacts on this payment/invoice section.

Clicking the +Contact button will allow you to search for an existing contact to add, or you can create a new one, and then apply that contact to the payable or receivable.