Adding and Managing Contacts

The Contacts feature in Web App allows you to save the contact and payment information for the people and businesses you frequently work with.

This guide walks you through the process to create new and manage existing contacts saved in Web App.

 

1. Navigate to Contacts in the sidebar

To see a list of existing contacts, and to create new contacts, navigate to the Contacts page in the sidebar on the left of the screen.

 

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2. Create new Beneficiary

From this screen you see a full list of your existing contacts.

Click + New beneficiary in the top right of your screen to create a new contact.

 

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3. Enter Contact details

Select the type of contact you are creating. Selecting either Company or Personal will present additional fields that are required for this entity type.

 

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Company:

  1. Company Name
  2. Email (optional)
  3. Country / Region
  4. Address

Personal:

  1. First and last name
  2. Email (optional)
  3. Country / Region
  4. Address

  

4. Enter Bank details

Depending on the location selected for your new contact, the Bank country code and Account currency may automatically update. Review these fields before moving on.

 

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5. Select payment method

If the location and currency selected supports both SWIFT and Local payment options, you will be given an option to select your preferred payment method for this contact.
Note that not all locations will have access to the Local network.

 

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The required bank information for Local and SWIFT payments is outlined below. This information should be supplied by the contact you are creating. If you do not have this information, please request from the contact.

Local - Payments made using local clearing network.

  1. Bank code
  2. Bank name
  3. Account number
  4. Account name
  5. Account nickname (optional)

SWIFT - Payments made using the existing SWIFT network.

  1. SWIFT code
  2. Bank name
  3. Account number
  4. Account name
  5. Account nickname (optional) 

Once you have entered the required details, click Save changes to finish.

 

Edit a contact

To update a Contact’s company and bank details, open the contact from your list, and and simply make and required changes on this page.
Note that not all fields are available to edit.

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Click Save changes to commit updates.

 

Delete a contact

To delete a contact, navigate to your contact list, open the contact to delete, and select Delete at the bottom of the screen.

 

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