Managing Contacts in Rev.io Billing for Use in Rev.io
Creating a contact in Classic Rev.io provides several field options for advanced customization. While you can configure any number of these fields when creating contacts for use in Classic Rev.io, only certain fields are mapped to your Rev.io environment.
NOTE: This article specifically addresses managing contacts in Classic Rev.io for use in new Rev.io.
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Classic Rev.io Fields Visible in Rev.io
The following Classic Rev.io fields are visible in Rev.io. Entering any information in fields other than the ones listed below can still be essential for your business processes, but the data will not be visible in Rev.io.
| No. | Label | Definition | |
| 1 | Contact Type | The contact most recently set as Primary in Classic Rev.io becomes the primary contact in Rev.io.
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| Information Tab | |||
| 2 | Name | Name of the contact. | |
| 3 | Phone | Phone number for the contact. | |
| 4 | Email address for the contact.
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| Company Tab | |||
| 5 | Title | Title for the contact's role within their organization. | |
| Address Tab | |||
| 6 | Line 1 | Line 1 for the contact's address. | |
| 7 | Line 2 | Line 2 for the contact's address. | |
| 8 | City | City for the contact's address. | |
| 9 | State | State for the contact's address. | |
| 10 | Zip | ZIP code for the contact's address. | |
| 11 | Zip+4 | Additional 4 digits of the ZIP code for the contact's address, if applicable. | |
Fields Visible Only in Rev.io
These fields on the Contact Profile exist only in Rev.io and are not mapped to any fields in Classic Rev.io.
| No. | Label | Definition |
| 1 | Created | Date and time the contact record was created. This data is collected but not displayed in Classic Rev.io. |