Overview
The Contact Info page shows every phone number and email address Carpay has on file for a customer. It pulls together contact information from your DMS, contact information added by the customer in Carpay, and contact information added by the dealership in Carpay — all on one screen.
From this page you can:
See every phone number and email associated with the customer
Identify where each piece of contact information came from
Select which phone number and email should be used as the Primary to send notifications to
Edit existing contact information
How to Open the Contact Info Page
Go to the Customers menu and open the customer’s account.
In the left-hand menu, click Contact Info.
You’ll land on the page shown below.
What You’ll See on This Page
At the top of the page you’ll see the customer’s name, vehicle, and Customer ID. The right side shows account-level details for quick reference:
Regular Scheduled Amount – the customer’s normal payment amount
Current Due Date – the next scheduled payment date
Payment Frequency – how often the customer pays (e.g., bi-weekly)
Current Amount Due – the amount currently owed
Below the header, contact information is displayed in two sections: phone numbers and emails.
Phone Numbers
The phone section lists every phone number on file for the customer. Each row shows:
Primary – a checkbox indicating which number is set as primary
Type – where the number came from. Possible types include:
Cell Phone Number in DMS – cell number imported from your DMS
Home Phone Number in DMS – home number imported from your DMS
Work Phone Number in DMS – work number imported from your DMS
Phone Number Customer Added to Carpay – a number the customer entered themselves
Phone Number Dealer Added to Carpay – a number a dealership user added
Contact – the actual phone number
Status – whether the number is currently active
Status Date – the date the status was last updated
Email Addresses
The email section follows the same layout and shows every email address on file:
Primary – a checkbox indicating which email is set as primary
Type – where the email came from:
Email in DMS – email imported from your DMS
Email Customer Added to Carpay – an email the customer entered themselves
Email Dealer Added to Carpay – an email a dealership user added
Contact – the actual email address
Setting the Primary Phone Number and Email
Carpay uses the Primary phone number and email address for all customer communication — including text reminders, email reminders, registration messages, and payment confirmations.
By default, the Cell Phone Number in DMS is set as the primary phone, and the Email in DMS is set as the primary email. If a customer adds different contact information when they register their Carpay account, or if a dealer adds new information, you can update the primary selection to match.
How to Change the Primary Contact
Find the phone number or email you want to use as the primary contact.
Click the checkbox in the Primary column on that row.
The checkbox you select will become the new primary; the previous primary will be unchecked automatically.
Note: Only one phone number and one email can be set as primary at a time. Selecting a new primary replaces the previous one.
Tip: If a customer tells you they’re not receiving texts or emails, the Contact Info page is the first place to check. Verify that the primary phone and email are correct and active.
Editing Contact Information
To update existing contact details, click the Edit button at the bottom of the contact list. From there you can correct phone numbers and email addresses as needed.
Note: Any contact information you edit in Carpay will not be updated in your DMS. To keep both systems in sync, make the change in your DMS and it will automatically sync over to Carpay.
Need Help?
If a customer’s contact information looks incorrect or is missing entirely, or if you have questions about which contacts Carpay is using for outbound messaging, please reach out to Carpay Support.