---
sourceDocument: Yokohama Customer Service Management
sourceDocumentLink: https://www.servicenow.com/docs/r/yokohama/customer-service-management

 Release :

    - yokohama

ft:locale :

    - en-US

ft:publication_title :

    - Yokohama Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Create customer accounts

# Create customer accounts {#ariaid-title1}

* Release version: Yokohama
* 
* Updated January 30, 2025
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

An account is a supported external customer. Use the Customer Service Management
application to create account records.

## Before you begin

Role required: sn_customerservice_manager or admin

## About this task

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.

## Procedure

1. Navigate to AllCustomer ServiceCustomer and click one of the following actions:
   * To create a customer account, click Accounts.
   * To create a partner account, click Partners.
   {#import-create-csm-accounts__choices_tgt_xv3_ft}
2. Click New and fill in the fields on the [Account form](https://www.servicenow.com/docs/Yvk49ev~Tiz5AWNxoqHhog "The Customer Service Management application uses the Account form to store customer account information.").  
   When a new customer account record is created, the system uses the com.snc.cs_base.last.generated.code.tree.path system property to determine a unique account code value for the account. The property is then updated with this latest assigned value so that the next account code value can be set as a unique value for the next account record insert.  
   Note:  
   If this property is reset to the original value, the system attempts to create new accounts with account codes that are already in use, which can result in an invalid insert.
3. Click Submit.

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