This article walks you through adding new contacts to a client record, editing existing ones, and understanding what each contact type means.
Primary contact: A client has one primary contact that appears on the General tab summary.
The primary contact is just a contact whose Contact type is set to Primary — see Updating a client's general details and primary contact for how to change it.
The client must already be set up in polt.ai. If they aren't, see Setting up clients.
1. Open the client and go to the Contacts tab
From the Clients dashboard, click into the client. At the top of the record, click the Contacts tab.
You'll see a table of every contact on the client with these columns: ID, Name, Type, Phone number, Email, Address, Created by, Created at, Updated by, Updated at.
2. Add a new contact
Click New Contact in the top right. The Add contact dialog opens with these fields:
First name
Last name
Email address
Phone number (with country code selector — defaults to US)
Address
Contact type — defaults to Other. Available types:
Contact type | Use for |
After hours | Contact for issues outside business hours |
Billing | Invoicing and billing questions |
Census | (verify use case) |
Claims | Claims and damage issues |
Dispatcher | Day-to-day load coordination |
Emergency | Urgent escalations |
Facility manager | Pickup or delivery facility lead |
Notice of assignment | Contact for NOA / factoring paperwork |
Other | Any contact that doesn't fit another type (default) |
Payment inquiries | Payment status and remittance questions |
Primary | The main point of contact (shown on the General tab) |
Secondary | Backup to the primary contact |
Fill in what you have. Empty fields can be added later by editing the contact.
Click Add to save, or Cancel to discard.
3. Edit or delete an existing contact
From the Contacts tab, click the ... menu at the right end of any contact's row to edit or delete that contact.
Editing a contact lets you change any field, including Contact type — for example, promoting a Secondary contact to Primary, or reclassifying an Other contact as Billing.
Note: Deleting a contact removes them from this client's record but does not affect any historical shipments where that contact was referenced.