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Current Contact Info report

Compare customer contact information between Carpay and your DMS, customize visible fields, and export records for outreach or cleanup.

The Current Contact Info report allows dealers to review and compare customer phone numbers and email addresses stored in Carpay and in their DMS, side by side.

This report is commonly used to identify missing, outdated, or inconsistent contact information so outreach and collections efforts are more effective.


What this report shows

Each row represents a single customer record. The report compares contact information from multiple sources, so discrepancies are easy to spot.

Column

Description

Customer

Name of the customer.

Email in Carpay (Customer)

Email saved in Carpay by the customer.

Email in Carpay (Dealer)

Email saved in Carpay by the dealer.

Email in DMS

Email imported from the DMS system.

Phone # in Carpay (Customer)

Phone # saved in Carpay by the customer.

Phone # in Carpay (Dealer)

Phone # saved in Carpay by the dealer.

Cell # in DMS

Mobile # imported from the DMS system.

Home # in DMS

Home # imported from the DMS system.


Customizing visible columns

You can choose which contact fields appear in the report using the Columns menu at the top of the page.


Search, sort, and export options

The report includes tools to help you work with the data:

  • Search β€” Quickly find customers by name, phone number, or email address.

  • Sort β€” Click any column header to sort results.

  • Export

    • Export to CSV for spreadsheet review or cleanup.

    • Export to PDF for printing or sharing.

  • Column Visibility β€” Use the Columns button to show or hide specific contact fields.


Common dealer use cases

Dealers commonly use this report to:

  • Identify missing or incorrect phone numbers

  • Compare customer-entered vs dealer-entered contact info

  • Improve text, call, and email deliverability

  • Prepare lists for Direct Messages or outreach

  • Keep Carpay and DMS records aligned


Important notes

  • This report is read-only; changes must be made in Carpay or the DMS

  • Updates may not appear instantly if data was recently modified

  • Regular review helps reduce failed communications and returned messages

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