Need to add same contact in different accounts- CSM

[sudhakar kondap]

I Need to add same contact in different accounts in my CSM platform , can any one guide me through

[kaushal_snow]

Hi @sudhakar kondap ,

** Navigate to the Account Record:

Go to Customer Service > Customer > Accounts.

Open the desired account record.

Access the Contact Relationships: In the account record, locate the Contact Relationships related list.

Click on New to create a new contact relationship.

Select the Contact: In the new contact relationship form, select the contact you wish to associate with this account.

Define the Responsibility: Assign a responsibility to the contact for this account (e.g., Asset Contact, Case Contact).

Click Save to establish the relationship between the contact and the account.

>> Repeat for Other Accounts: Repeat the above steps for each additional account to which you want to add the contact.

If you found my response helpful, please mark it as ‘Accept as Solution’ and ‘Helpful’. This helps other community members find the right answer more easily and supports the community.

[kaushal_snow]

Check below articles:

https://www.servicenow.com/docs/bundle/vancouver-customer-service-management/page/product/customer-s...

https://www.servicenow.com/community/in-other-news/customer-service-management-csm-1-m-contact-accou...

By default, ServiceNow restricts a contact to be associated with only one account. To allow a contact to be associated with multiple accounts, set the system property sn_customerservice.contact_relationship.restrict_within_account_hierarchy to false.

If you found my response helpful, please mark it as ‘Accept as Solution’ and ‘Helpful’. This helps other community members find the right answer more easily and supports the community.

[sudhakar kondap]

Thank you for the reply kaushal it is working for end user portal view , but from native while agent creating case for any account , the contact field is dependent on account field where  for all accounts not showing the contact 

[Ankur Bawiskar]

@sudhakar kondap 

you can use Contact relationship and associated that contact with multiple accounts.

Contact relationships 

If my response helped please mark it correct and close the thread so that it benefits future readers.