Add/Edit Customers
The Add Customer and Edit Customer screens allow you to enter and edit details for customers in your database, including name, address, identity, and type. A customer in Rev.io is the main record that phone numbers, email addresses, contacts, tickets, and other activity are created against. To add a new customer, navigate to the Customer List View and click the Add Customer button. To edit an existing customer, open the customer profile and click the Edit button.
Each field on the New/Edit Customer screens is defined below.
| NOTE: Fields on this screen will change depending on the Identity (business or residential) selected for the customer. |
| No. | Label | Definition |
| 1 | Identity | Identity associated with the customer. Identity options include Business and Residential. |
| Customer Information | ||
| 2 | Name | Name of the customer's company. This field displays if you selected Business Identity. |
| 3 | Billing Email | Email address where the customer should receive their bills. This field displays for both Identity options. When you create a new Residential customer, the information in this field is used to create a primary contact record on the customer account. |
| 4 | Website | URL for the customer's website. This field displays if you selected Business Identity. |
| 5 | First Name | First name of the customer. This field displays if you selected Residential Identity. When you create a new Residential customer, the information in this field is used to create a primary contact record on the customer account. |
| 6 | Suffix | Suffix of the customer. This field displays if you selected Residential Identity. |
| 7 | Middle Name | Middle name of the customer. This field displays if you selected Residential Identity. |
| 8 | Last Name | Last name of the customer. This field displays if you selected Residential Identity. When you create a new Residential customer, the information in this field is used to create a primary contact record on the customer account. |
| 9 | Account Number | Account number for the customer, such as an external system identifier. |
| 10 | Primary Phone | Primary phone number for the customer. |
| 11 | Fax Number | Fax number for the customer. |
| Address Information | ||
| 12 | Address 1 | Line 1 of the customer's address. |
| 13 | State | State for the customer's address. |
| 14 | Address 2 | Line 2 of the customer's address. |
| 15 | Postal Code | Postal or ZIP code for the customer's address. |
| 16 | City | City for the customer's address. |
| 17 | Country | Country for the customer's address. |
| Customer Classification | ||
| 18 | Type | Type of customer. Type options include Customer and Prospect. |
| 19 | Bill Profile | Bill profile for the customer. See the Create/Edit Bill Profiles article for more information on configuring bill profile options. |
| 20 | Status | Status of the customer. Status options include Open and Closed. |
| 21 | Parent Account | Parent account for the customer. This field populates with a list of all existing customer accounts in your database, regardless of whether they are already set as parent accounts. Leave this field blank for Parent or Standard accounts. |
| Additional Information | ||
| 22 | Customer Segment | Segment assigned to the customer. Customer Segment options include Small, Medium, and Enterprise. |
| 23 | PO Required? | Indicates whether a purchase order number is required on invoices for this customer. |