Customers & locations

# Manage contact persons and contact details

Add the people you deal with at a business and the e-mail addresses, phone numbers, IBANs and GLNs of businesses and locations.

Updated 4 October 2026

**Who can do this:** Permission to update businesses or locations.

Transportial keeps two kinds of contact information. **Contact persons** are the people at a business, such as a planner or a finance clerk. **Contact details** are single values such as an e-mail address, a phone number or an IBAN. There is no separate contacts list: contact persons belong to a business, and contact details belong to a business, a location, a transport order or a driver.

## Add a contact person to a business

1. Open the side menu (☰) and choose **Businesses**.
2. Click **Edit** at the end of the business row.
3. Scroll to **Contact Persons** and click **\+ Add contact information**.
4. Enter the **First Name** and **Last name**.
5. Enter the **E-mail**, **Position**, **Telephone number** and **Mobile phone number** you know.
6. Repeat for more people, then click **Save**.

To remove a contact person, click the close button (×) on their block and save the business.

## Add a contact person while you work

On a transport order, quote or invoice, the **Contact Persons** field appears once you have chosen the business. It lists the contact persons of that business.

1. Choose the customer or business first.
2. Click the **Contact Persons** field and start typing a name.
3. If the person is not there, choose **New contact person**.
4. Fill in the name, e-mail, position and phone numbers.
5. Click **Save**. The new person is selected and added to the business.

## Add contact details

Businesses and locations have a **Contact details** section in their form.

1. Open the business or location form and go to **Contact details**.
2. Click **\+ Add contact information**.
3. Choose the **Type** (see the list below).
4. Enter the **Value**, for example the e-mail address or the phone number.
5. Optional: click **\+ Add comment** and type a note in **Remarks**, such as "only during office hours".
6. Click **Save**.

| Type                 | Use it for                                                 |
| -------------------- | ---------------------------------------------------------- |
| **E-mail**           | A general or department e-mail address.                    |
| **Telephone number** | A reception, planning desk or gate phone number.           |
| **IBAN**             | A bank account number, for example to show on documents.   |
| **GLN**              | A Global Location Number used in EDI messages.             |
| **VAT number**       | An extra VAT number.                                       |
| **Name**             | A name to contact, without creating a full contact person. |
| **Different...**     | Anything else.                                             |

## Find contact information

* On a business, open the **Information** tab and expand **Contact Persons** or **Contact details**. The number in brackets shows how many there are.
* On a location, expand **Contact details** on its first tab.
* On a transport order, click the contact person's name next to the customer to open their details.

Contact details on a location are useful for drivers and planners: a gate phone number or a warehouse e-mail stays with the address, whichever customer the order comes from.

## Related articles

* [Manage businesses](/en/help/businesses)
* [Manage locations](/en/help/locations)
* [Create a transport order](/en/help/create-transport-order)
* [Create and send quotes](/en/help/quotes)

## Still need help?

Our support team is happy to answer any question about Transportial.

[Contact support](/en/contact)[Report an issue](/en/report-issue)

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Canonical page: https://transportial.com/en/help/contacts