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 PSA is the main record that phone numbers, email addresses, contacts, tickets, etc. are created against.
| Customers can be managed in both Rev.io PSA and Rev.io Billing. See the Managing Customers in Rev.io Billing for Use in Rev.io PSA article for more information. |
Each field on the Add/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 | Website | URL for the customer's website. This field displays if you selected Business Identity. |
| 4 | First Name | First name of the customer. This field displays if you selected Residential Identity. |
| 5 | Suffix | Suffix of the customer. This field displays if you selected Residential Identity. |
| 6 | Middle Name | Middle name of the customer. This field displays if you selected Residential Identity. |
| 7 | Email address for 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. |
| Address Information | ||
| 9 | Address 1 | Line 1 of the customer's address. |
| 10 | State | State for the customer's address. |
| 11 | Address 2 | Line 2 of the customer's address. |
| 12 | Postal Code | Postal or ZIP code for the customer's address. |
| 13 | City | City for the customer's address. |
| 14 | Country | Country for the customer's address. |
| Customer Classification | ||
| 15 | Type | Type of customer. Type options include Customer and Prospect. |
| 16 | Status | Status of the customer. Status options include Open, Pending, Prospect, and Closed. |
| 17 | Cancel | Click to cancel your changes. |
| 18 | Save Customer | Click to save the customer with the information entered. NOTE: You can only save a customer once all required fields are completed. |