Contact Record

Updated on 23 Jan 2025
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The contact record stores additional information for contacts linked to other records, including the AR Customer Record, the Franchisee Location Record, and the Vendor Record. Users can save addresses, phone numbers, and other contact details which can be accessed and created directly from the associated record.

Navigation

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

Security

Contact permissions are found in the permission tree as follows:

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

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 or individual users. The Permission 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.

Buttons and Fields

	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. Addresses on the contact record are entered using 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.

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What's Next

Create a Contact

Table of contents

Navigation
Security
Buttons and Fields