Add/Edit Contacts
The New Contact and Edit Contact screens allow you to enter and edit details for contacts on your customer records, including their names and contact info. A 'contact' in Rev.io is anyone you might reach out to regarding the customer's account, whether that's the homeowner for a residential customer or an employee for a business customer.
| Contacts can be managed in both Rev.io and Classic Rev.io. See the Managing Contacts in Rev.io Billing for Use in Rev.io article for more information. |
Each field on the New/Edit Contact screens is defined below. Fields are grouped into the same sections you see on screen.
Each field in the Contact Information section is defined below.
| Label | Definition |
| Name | Name of the contact. |
| Email address for the contact. | |
| Phone | Phone number for the contact. |
| Mobile Number | Mobile number for the contact. |
| SMS Opt-In | Check this option to enable SMS notifications for the contact. This option only displays if the Mobile Number field is populated. |
| LinkedIn URL | URL for the contact's LinkedIn Profile. Once populated, if the Subscribe to LinkedIn Company Updates option is checked in the Company category on the System Settings screen, you will receive notifications when the contact has a job status change. |
Each field in the Contact Address section is defined below.
| Label | Definition |
| Address 1 | Line 1 of the contact's address. |
| Address 2 | Line 2 of the contact's address. |
| City | City for the contact's address. |
| State | State for the contact's address. |
| Postal Code | Postal or ZIP code for the contact's address. |
Each field in the Contact Details section is defined below.
| Label | Definition |
| Contact Type | Type for the contact. Contact types can be defined on the Customer tab in the System Tables category on the System Settings screen. See the System Settings: System Tables - Customer article for more information. |
| Title | Title for the contact's role within their organization. |
| Status | Status of the contact. Status options include Active and Inactive. |
| Company | Name of the company associated with the contact. |
| Primary Contact | A checkmark indicates that the contact is the primary contact for the customer. |