---
title: "Create a Contact"
slug: "create-a-contact"
description: "Create a new contact in R365 from a Customer, Vendor, or Location record by filling in name and contact fields."
updated: 2025-08-26T19:48:18Z
published: 2025-08-26T19:48:18Z
canonical: "docs.restaurant365.com/create-a-contact"
---

> ## 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.

# Create a Contact

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

---

## Security

Only users with the following permissions will be able to create contacts:

Administration → Contacts → Create Contacts

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).

---

## Create a Contact

****1)** Open the record where the contact will be added: [Customer Record](/doc/docs/customer-record), [Vendor Record](/doc/docs/vendor-record), [Franchisee Location Record](/doc/docs/franchisee-location).**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-N8ACUCSR.png)

****2)** On the general tab, locate the **primary contact** field.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-Z6S49RA3.png)

****3)** Type the name of the new contact in the **primary contact** field.**

> [!NOTE]
> If an existing contact is already in the primary contact field, write over the existing text to create a new contact. The existing contact **will not** be impacted.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-TNYZI82A.png)

****4)** Click outside of the primary contact field.**

> [!NOTE]
> Users can click anywhere on the page, outside of the primary contact field.

****5)** In the pop up window, click **add.****

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

The [contact record](/doc/docs/contact-record) will open. The name entered in the previous step will be populated, but can be updated as needed.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-CHG0ITKH.png)

****6)** In the **company** dropdown, select the record the contact will be linked to.**

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-YDE3XL7J.png)

****7)** Review the optional fields and enter any additional contact information desired.**

Learn more about the [contact record fields](/doc/docs/contact-record).

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-0FWGT0BQ.png)

****8)** Hover over **save** and select the desired option: **Save, Save and New**, or **Save and Close**.**

**Save:** Save the form and remain on the page.

**Save and New:** Save the form and open a new blank contact form.

**Save and Close:** Save the form and close it.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-YIHOPH3H.png)

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