Contact Profile
The Contact Profile screen contains relevant details for the selected contact. Information for the customer associated with the contact displays in the customer information section. Fields shown in the profile can vary based on the data entered on contact creation or over time. If a field is left blank while editing the contact profile, it will not appear in the contact profile. When you create a new Residential customer, the information entered for the customer is used to create a primary contact record on the customer account.
| Contacts can be managed in both Rev.io Billing and Rev.io PSA. See the Managing Contacts in Rev.io Billing for Use in Rev.io PSA article for more information. |
Each field on the contact profile is defined below.
| No. | Label | Definition | |
| 1 | <Name> | Name of the contact. | |
| 2 | <Status> | Status of the contact record. Status options are Active or Inactive. When the status is Active, a green circle displays. When the status is Inactive, a red circle displays.
| |
| 3 | Phone | Phone number for the contact. | |
| 4 | Title | Title for the contact's role within their organization. | |
| 5 | Email address for the contact. | ||
| 6 | Address | Address for the contact. | |
| 7 | Department | Department the contact is associated with in their organization. This field is not currently mapped in Billing. | |
| 8 | Created | Date and time the contact record was created. This field exists only in PSA. |
These actions are available on the Contact Profile.
- Edit the contact by clicking the ellipsis and selecting Edit from the menu. See the Add/Edit Contacts article for more information.
- Change the Status for a contact by clicking the ellipsis and selecting Set Active or Set Inactive from the menu.