if we enable both the partner and customer checkbox on the accounts form WHAT HAPPENS ?

[shloke04]

Hi,

There are two types of accounts: customer accounts and partner accounts. The Customer and Partner fields on the Account form denote the account type. An account can be a customer account, a partner account, or both.

A partner is a supported external customer that sells to and supports other customers. A partner can report and manage cases on behalf of customers. A partner can also be a customer.

An account can have multiple contacts but a contact can be associated with only one account. A contact can have one or more associated assets and service contracts. A contact can also have a user ID and can log in to the customer portal.

Note: A contact is a user in the system. If you create a contact, that person is also added to the User table (sys_user).

Refer the doc link below for more info on this:

https://docs.servicenow.com/bundle/rome-customer-service-management/page/product/customer-service-management/task/configure-csm-accounts-contacts.html

Hope this helps. Please mark the answer as correct/helpful based on impact.

Regards,
Shloke

[shloke04]

Hi,

If your query is resolved, please mark the answer as correct and close this thread for others.

Regards,

Shloke