---
title: "Add/Edit Customers"
url: "https://help.psarev.io/en/article/add-edit-customers"
language: "en"
last_updated: "2026-08-17T21:06:39.552Z"
---

# 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. If you do not yet have all the required information to create a customer, consider creating a lead instead. Leads only require a name and allow you to capture prospect information and track sales activity until you are ready to convert to a customer. See the [Lead List View](https://help.psarev.io/en/article/lead-list-view) article for more information.

![](https://cdn-assets.productfruits.com/606cb6cd-57d1-4490-bd61-428f980c31db)

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***](https://help.psarev.io/en/article/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.* |