---
title: "Contact Record"
slug: "contact-record"
description: "View and edit all fields on the Contact Record in R365: name, phone numbers, email, address, and linked records."
updated: 2025-08-26T19:48:09Z
published: 2025-08-26T19:48:09Z
canonical: "docs.restaurant365.com/contact-record"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Contact Record

The contact record stores additional information for contacts linked to other records, including the [AR Customer Record](/doc/docs/customer-record), the [Franchisee Location Record](/doc/docs/franchisee-location), and the [Vendor Record](/doc/docs/vendor-record). Users can save addresses, phone numbers, and other contact details which can be accessed and [created](/doc/docs/create-a-contact) directly from the associated record.

---

## Navigation

Contact records are viewable on the individual records they are linked to:

- [Vendor Records](/doc/docs/vendor-record)
- [Customer Records](/doc/docs/customer-record)
- [Franchisee Location Records](/doc/docs/franchisee-location)

---

## Security

**Contact permissions are found in the permission tree as follows:**

- Administration
  - Contacts
    - View Contacts
    - Edit Contacts
    - Create Contacts
    - Delete Contacts

> [!NOTE]
> Users will only be permitted to create or view contacts on records they have access to.

These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access).

---

## Buttons and Fields

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-I7EAQ4KE.png)

|  | Button/Field | Description |
| --- | --- | --- |
| 1 | Save | Click to open the save menu with the following options: - **Save:** Save the record and remain on the record. - **Save and New:** Save the record and open a new contact record. - **Save and Close:** Save the record and close it. |
| 2 | First Name | The first name of the contact. |
| 3 | Mobile Phone | The mobile phone number of the contact. |
| 4 | Email | The email address of the contact. |
| 5 | Company | The company of the contact. Click to open a dropdown menu of companies in R365. Company options include vendors, AR customers, and Franchisee Locations. Selecting a company, will link the contact to the selected company. |
| 6 | Job Title | The job title of the contact. |
| 7 | Address | Shipping address of the contact. This should include the street address, city, postal code, and country. > [!NOTE] > Addresses on the contact record are entered using [address verification](/doc/docs/address-verification). |
| 8 | Last Name | The last name of the contact. |
| 9 | Home Phone | The home phone number of the contact. |
| 10 | Business Phone | The business phone number of the contact. |
| 11 | Birthday Month | The birthday month of the contact. Click to open the dropdown and select the month. |
| 12 | Birthday Day | The birthday day of the contact. Click to open the dropdown and select the day. |
| 13 | Allow Text Messaging | **Allow**: The contact can be contacted via text message. **Do Not Allow:** The contact cannot be contacted via text message. |
| 14 | Allow E-mails | **Allow**: The contact can be contacted via text email. **Do Not Allow:** The contact cannot be contacted via email. |
| 15 | Anniversary Month | The anniversary month of the contact. Click to open the dropdown and select the month. |
| 16 | Anniversary Day | The anniversary month of the contact. Click to open the dropdown and select the month. |
| 17 | Upload File | Click to open the file selector prompt and select a file to be attached to the record. |

Access rights granted to users or user roles that dictate what actions they can perform within the system.

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