Interested in a ServiceNow event built for developers? Registration for now[dev]26 is officially open!

Case Agents need to be able to create a contact from the Contact Search Form via a NEW button.

madhunaidu
Tera Contributor

Case Agents need to be able to create a contact from the Contact Search Form via a NEW button.
When you click the 'search' icon on the Contact field it brings a pop-up box to search for a contact. Add a 'New' button there if the agent cannot find the contact in servicenow

madhunaidu_0-1751273475446.png

 

1 ACCEPTED SOLUTION

@madhunaidu 

Thank you for marking my response as helpful.

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

Regards,
Ankur
✨ Certified Technical Architect  ||  ✨ 10x ServiceNow MVP  ||  ✨ ServiceNow Community Leader

View solution in original post

3 REPLIES 3

Shruti
Giga Sage

Hi,

Assign "sn_customerservice.contact_manager" role to the agents to manage contacts 

Ankur Bawiskar
Tera Patron

@madhunaidu 

adding contacts to account requires sn_customerservice_manager or admin role

why do you want Case Agents to create contacts? They can create n number of accounts if you give access to them.

I won't recommend for this.

Contact of an account needs to do self registration and there is a defined process around it.

Why to bypass that? Let the customer follow the OOTB process and best practices.

Customer contact self-registration 

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

Regards,
Ankur
✨ Certified Technical Architect  ||  ✨ 10x ServiceNow MVP  ||  ✨ ServiceNow Community Leader

@madhunaidu 

Thank you for marking my response as helpful.

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

Regards,
Ankur
✨ Certified Technical Architect  ||  ✨ 10x ServiceNow MVP  ||  ✨ ServiceNow Community Leader