This article walks you through adding or changing the primary contact on a carrier record. The primary contact is the main person you reach out to for this carrier — typically a dispatcher or operations manager.
Primary contact vs. Contacts list:
The primary contact is the carrier's main point of contact, displayed prominently on the General tab and in dashboard search results.
The Contacts tab is the full list of every contact for the carrier (dispatchers, billing, claims, etc.). The primary contact also appears in the Contacts list.
Add additional contacts via Adding contacts to a carrier.
1. Open the carrier record
Find and open the carrier you want to update.
2. Add or update the primary contact
On the General tab, find the Primary contact section. If no primary contact exists yet, you'll see "Primary contact will appear here once you add it to the system."
Click + Add primary contact.
3. Fill in the contact details
Click Save when finished. The primary contact appears on the General tab and is also added to the Contacts tab.