---
title: "Customer Profile: Overview Section - Contacts Tab"
url: "https://help.psarev.io/en/article/customer-profile-overview-section-contacts-tab"
language: "en"
last_updated: "2026-10-21T17:38:02.958Z"
---

# Customer Profile: Overview Section - Contacts Tab

The *Contacts* tab on the Customer Profile screen contains contact details for all contacts on the customer record, including name, email, phone, title, and status.

![](https://cdn-assets.productfruits.com/1e911b75-8a89-49a9-9e69-a854d20ee37a)

| Contacts can be managed in both the Classic Rev.io platform and 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 *Contacts* tab is defined below.

| **Label** | **Definition** |
| --- | --- |
| **Primary** | *A star icon displays at the start of the row if the contact is the primary contact on the customer record. **NOTE:** The primary contact always displays at the top of the list regardless of how you sort the tabs. **NOTE:** While the legacy Billing platform supports multiple primary contacts, Rev.io supports only one primary contact.* |
| **Name** | *Name of the contact.* |
| **Email** | *Email address for the contact.* |
| **Phone** | *Phone number for the contact.* |
| **Mobile** | *Mobile number for the contact.* |
| **Title** | *Title for the contact's role within their organization.* |
| **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.* |
| **Status** | *Status of the contact. Status options include Active or Inactive.* |

The following actions are available on the *Contacts* tab.

-   Add a new contact by clicking the **Add Contact** button at the top of the tab. See the [Add/Edit Contacts](https://help.psarev.io/en/article/add-edit-contacts) article for more information.
-   Sort the results in the table by clicking the column label in the table header.
-   Edit the contact by clicking the ellipsis at the end of the contact's row and selecting **Edit** from the menu options. See the [Add/Edit Contacts](https://help.psarev.io/en/article/add-edit-contacts) article for more information.
-   View more details for the contact by clicking the ellipsis at the end of the contact's row and selecting **View** from the menu options. See the [Contact Profile](https://help.psarev.io/en/article/contact-profile) article for more information.
-   Change the **Status** for a contact by clicking the ellipsis at the end of the contact's row and selecting **Set Active** or **Set Inactive** from the menu options.

* * *

### **Tabs in the Overview Section**

For information on other tabs in the *Overview* section of the Customer Profile screen, see the related articles.

-   [Customer Profile: Overview Section - Summary Tab](https://help.psarev.io/en/article/customer-profile-overview-section-summary-tab)
-   [Customer Profile: Overview Section - Billing Information Tab](https://help.psarev.io/en/article/customer-profile-overview-section-billing-information-tab)
-   [Customer Profile: Overview Section - Addresses Tab](https://help.psarev.io/en/article/customer-profile-overview-section-addresses-tab)
-   [Customer Profile: Overview Section - Portal Users Tab](https://help.psarev.io/en/article/customer-profile-overview-section-portal-users-tab)
-   [Customer Profile: Overview Section - Journal Tab](https://help.psarev.io/en/article/customer-profile-overview-section-journal-tab)
-   [Customer Profile: Overview Section - Related Accounts Tab](https://help.psarev.io/en/article/customer-profile-overview-section-related-accounts-tab)