How to create Customer Record

[Supriya25]

Hi All,

Could you please help me on below issue.

After customer registration done from CSM portal , it will goes to approval. once approval done , system will create a record in user table.

Request : customer record should be created  in user table in USER-ID field with customer mail-id

[Community Alums]

Hi Supriya,

Customer is not added to user table its added to Consumers table (csm_consumer) table.

Consumer service agents and managers can create consumer records from the Customer Service Management application.

Role required: sn_customerservice.consumer_agent, sn_customerservice_manager or admin

Procedure

1. Navigate to All > Customer Service > Customer > Consumers.
2. Click New.
3. Fill in the fields on the Consumer form as necessary.
4. Fill in the fields on the Primary Address tab.
   The primary address is stored in the Primary Address tab on the Consumer form and in the Addresses related list.
5. If desired, fill in any of the fields on the Preferences tab.

Mark my answer correct & Helpful, if Applicable.

Thanks,

Sandeep

[Supriya25]

Hi Sandeep,

Thanks for reply.

I know consumer record will be created with emailid , I not confusing here , I am asking about Account contact . that Can we make customization to create customer( contact) record with email-id.

Can USER-ID field can we populated with mail-id ?

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[Kieran Anson · Accepted solution]

Hey Supriya,

Yes this can be done - there is a workflow called "Customer Registration" that creates the contact record. Copy the workflow and modify the user_name value from the first name last name concatenation to the email address value

[Supriya25]

Kieran,

Can you provide "Customer Registration" details, is it Script-Include Or Widget Part .

any additional information please.