---
title: "Adding a Contact"
slug: "adding-a-contact"
updated: 2026-08-10T20:22:00Z
published: 2026-08-10T20:22:00Z
canonical: "help.idibilling.com/adding-a-contact"
---

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

# Adding a Contact

To add a contact:

1. Right-click any row and select **New**. This displays the New Contact - Customer window.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/70365.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A34Z&se=2026-11-14T11%3A47%3A34Z&sr=c&sp=r&sig=efVyWnxXioowqNKJ5u2sqIZ0BLvhrYmUPLpMogOCieo%3D)

| Contact Type | The Contact Type describes the kind of contact associated with the contact information, such as Primary Customer Contact or Billing Contact. |
| --- | --- |
| Start Date | The Start Date is the day this contact became active. Only one of each Contact Type can be active at the same time. |
| End Date | The End Date is the day this contact will no longer be used. Only one of each Contact Type can be active at the same time. |
| Hours of Access | The Hours of Access is when the contact is available. |
| First / Mi. / Last Name | This may be a person or company name. You may enter any letters, numbers, punctuation marks or special characters. |
| Company Name | The name of the company if the customer is a business. |
| Street, City, State and Zip Code | These fields default to the service address if entered. If you don't enter a service address, enter the address information in these fields. |
| Country | Country where the subscriber's Primary Customer Contact is located. The default (blank) = USA. |
| Validation Result | The Validation Result icon describes the result of the automatic address validation. ![icoGreenCheck](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/28170.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A34Z&se=2026-11-14T11%3A47%3A34Z&sr=c&sp=r&sig=efVyWnxXioowqNKJ5u2sqIZ0BLvhrYmUPLpMogOCieo%3D)Green check mark: the validation was successful and the Required and Actual validation types match. ![icoYellowCheck](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/28169.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A34Z&se=2026-11-14T11%3A47%3A34Z&sr=c&sp=r&sig=efVyWnxXioowqNKJ5u2sqIZ0BLvhrYmUPLpMogOCieo%3D)Yellow check mark: the validation was successful but the Required and Actual validation types do not match. ![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/32475.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A34Z&se=2026-11-14T11%3A47%3A34Z&sr=c&sp=r&sig=efVyWnxXioowqNKJ5u2sqIZ0BLvhrYmUPLpMogOCieo%3D)Red X: the validation was unsuccessful and the attempt was bypassed. |
| ![btnValidateNow](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/43195.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A34Z&se=2026-11-14T11%3A47%3A34Z&sr=c&sp=r&sig=efVyWnxXioowqNKJ5u2sqIZ0BLvhrYmUPLpMogOCieo%3D) | Click **Validate Now** to validate the address immediately. If you do not use this button, validation occurs upon leaving this window. |
| ![btnAdditionalInfo](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/43196.gif?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A34Z&se=2026-11-14T11%3A47%3A34Z&sr=c&sp=r&sig=efVyWnxXioowqNKJ5u2sqIZ0BLvhrYmUPLpMogOCieo%3D) | To see additional address information, click Additional Info and select one of the following: Parsed Address, View Phone / Email, or [View Address Validation Info](/v1/docs/address-validation-information). |
2. Add the desired information to the **Contact** tab.
3. Click the **Phone/Email** tab and add the desired information.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/70366.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A34Z&se=2026-11-14T11%3A47%3A34Z&sr=c&sp=r&sig=efVyWnxXioowqNKJ5u2sqIZ0BLvhrYmUPLpMogOCieo%3D)
4. Click **Save** to save the changes.

> [!NOTE]
> Note
> 
> Your permissions profile must have the Contacts > New permission enabled. See .

**Contacts (permissions)**

Enabled: Lets you manage contacts for an account via the Contacts tab on the customer window.

Disabled: The ***Contacts*** tab is not displayed on the customer record.

Children:

**Delete**

Enabled: Lets you delete an existing contact from the Contacts tab on the Customer window.

> [!NOTE]
> Note
> 
> The primary customer contact cannot be deleted, even when this permission is enabled.

Disabled: ***Delete*** is not displayed on the the contact's shortcut menu.

**Edit**

Enabled: Lets you edit an existing contact.

Disabled: The ***Edit*** option is changed to ***View***. This gives you read-only access to the contact information.

**New**

Enabled: Lets you create a new contact.

Disabled: ***New*** is not displayed on the contact's shortcut menu.
5. Click the **Notes** tab and add the desired notes information.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/70367.png?sv=2026-02-06&spr=https&st=2026-11-14T10%3A47%3A34Z&se=2026-11-14T11%3A47%3A34Z&sr=c&sp=r&sig=efVyWnxXioowqNKJ5u2sqIZ0BLvhrYmUPLpMogOCieo%3D)

> [!NOTE]
> Note
> 
> This field is not required and there are no restrictions on the number of characters that can be entered.