Linking Accounts (or similiar) to Service Offerings

C_K_1
Tera Contributor

Hi, I want to document the companies that use service offerings we provide but I wasn't able to identify a good way to achieve this. Does someone have any insights or recommendations on this?

 

I know that simply linking a Company that acts as a customer to a service offering is most likely the wrong approach or a workaround at best. The more appropriate way could be linking accounts entitled to use this service offering. But this depends on the licencing of CSM and also has a few other caveats. Maybe using some kind of contract is also a solution?

 

Any kind of insight would be greatly appreciated.

 

Regards

Chris

5 REPLIES 5

Robert80
Kilo Guru

Hello, in the absence of using CSM, you can definitely use Company for this purpose. A way to do it with minimal customisation is to define those companies as Subscribers.