Create a contact or consumer using Lookup and verify

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • An agent can create a contact or consumer from the Lookup and verify feature in the Contextual side panel.

    Before you begin

    Role required: Any one of the:
    • sn_customerservice_agent, sn_customerservice.consumer_agent, workspace_admin, admin, and sn_crm_account_data_manager roles to create a contact.
    • sn_customerservice_agent, sn_customerservice.consumer_agent, workspace_admin, admin, or sn_crm_consumer_data_manager roles to create a consumer.

    About this task

    Agents can use the Lookup and verify feature to search for contacts and consumers. After verifying a user's information, agents can populate that information on the interaction record.

    If an agent can't find a contact or consumer, they can create a record for that user from within the Lookup and verify feature.

    Procedure

    1. Open CSM Configurable Workspace.
    2. From a saved interaction record, click one of the following icons in the Contextual side panel to access the Lookup and verify feature.
      • Verify Contact icon (Verify contact icon.)
      • Verify Consumer icon (Verify consumer icon.)
    3. Enter user information in one of the following fields: Verify Contact or Verify Consumer.
      This information can include the first few letters of a first or last name or the first few digits of a phone or case number.
    4. If you cannot locate the contact or consumer and choose to create a record, click Create Contact or Create Consumer.

      The system displays the Create Contact or Create Consumer form in the Contextual side panel.

      If the Account field on the Interaction record is populated when you click Create Contact, the Account field on the Create contact form is populated with the same information.

    5. Add information to the fields on the form and click Create.
      The system performs the following actions:
      • Saves the contact or consumer record.
      • Creates and displays the contact or consumer card.
      • Adds the information to the interaction record.