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

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Customer Service Management

ft:clusterId :

    - csm

bundleId :

    - csm

workflow :

    - Customer and Industry


---

# Create an account relationship record

# Create an account relationship record {#ariaid-title1}

* Release version: Australia
* 
* Updated March 12, 2026
* 
* ![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read

Create an account relationship record by selecting the account relationship type and
then selecting the accounts involved in the relationship.

## Before you begin

Role required: One of the following roles:

* sn_crm_foundation_data_manager,
* sn_crm_account_relationship_data_manager
* sn_customerservice_manager
* sn_crm_foundation_admin,
* admin
{#t_CreateAcctRelationshipRecord__ul_pxx_stw_m3c}

## About this task

The administrator can create a relationship record for an account from the Account Relationships related list on the Account Relationship Type form.

The customer service manager and the administrator can create a relationship record for an account from the Account Relationships related list on the account or partner record.  
Deleting a relationship record for an account also deletes the reverse relationship record.  
Note:  
Deleting a relationship record doesn't have any impact on customer service cases that refer to the relationship record.

## Procedure

1. Navigate to AllCustomer ServiceCustomerAccounts or Partners.
2. Select an account.
3. From the Account Relationships related list, select New.
4. Fill in the fields on the Account Relationship form.  
   {#t_CreateAcctRelationshipRecord__table_tvt_dtr_bs__entry__2}

   | Field | Definition |
   |-|-|
   | Account From | The source accounts for this relationship. If you're creating the relationship from an account or partner record, this field is automatically filled in; otherwise, make a selection from the Accounts list. |
   | Relationship Type | Select the account relationship type for this record. If you're creating the record from an Account Relationship Type form, this field is automatically filled in. Otherwise, make a selection from the Account Relationship Types list, which shows all active account relationship types. |
   | Account To | The target accounts for this relationship. |
   | Order | Specifies the sequence in which records are displayed, organized according to business preferences. |
   [Table 1. Account Relationship form fields]

   {#t_CreateAcctRelationshipRecord__table_tvt_dtr_bs}
5. Select Submit.  
   Once a relationship record has been created, it appears in two places:
   * The relationship appears in the Account Relationships related list on the source account record.
   * The reverse relationship appears in the Account Relationships related list on the target account record.
   {#t_CreateAcctRelationshipRecord__ul_efd_cpf_q5}

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