---
title: "Add/Edit Contacts"
url: "https://help.psarev.io/en/article/add-edit-contacts"
language: "en"
last_updated: "2026-10-21T18:36:35.259Z"
---

# 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.

![](https://cdn-assets.productfruits.com/68291b9f-4760-4db1-aa1d-7cb61bfe8722)

| 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](https://help.psarev.io/en/article/managing-contacts-in-revio-billing-for-use-in-revio) 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** | *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*](https://help.psarev.io/en/article/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.* |